The Equipment Tracking section allows you to track virtually any equipment in your system including Glucometers, Stretchers, Monitors, Hoses, Radios, etc.

Features include:

  • Custom fields for each equipment type
  • Method to document issues with equipment and ensure all items have been repaired
  • Save manuals and other documents with each piece of equipment
  • Inspections to ensure maintenance is completed on time

 

Equipment Types

Equipment types are the various types of equipment that the system will track.  Examples include Glucometers, Hoses, and Stretchers.  Each of these types will have custom attributes that are turned on/off for this equipment type.  Equipment attributes are any custom fields that you want to track for each equipment type.  For example, a Glucometer would have attributes of “High Control Level”, “Low Control Level” where a Hose would have attributes of “Length” and “Coupling Size”.

Let’s setup a few examples:

Enable Equipment Module

If you do not see “Equipment” under the “Features” menu, click on “System Configuration” -> “Modules” and use the slider to enable the Equipment Module.

Create Equipment Types

  1. Click on “Features” menu and select “System Configuration”
  2. Click on the “Equipment” tab
  3. Click on “Equipment Types (Monitor / Stretcher / Vehicle etc)”
  4. Click on “Create New Equipment Type”
  5. Enter the Equipment Type (ie Stretcher or Glucometer) and click “Create Equipment Type”
  6. Repeat these steps for each Equipment Type you want to track

 

Create Equipment Attributes

Each Equipment type can have multiple custom attributes or “fields” that you can enter information into.  Ie “Serial Number”, “Model Number”, and “Date Placed In Service”.  The attributes are created and then turned on/off for each Equipment Type.  For example, the attribute “Serial Number” would apply to Equipment Types of “Glucometer” and “Stetcher” but not for an Equipment Type of “Vehicle”.  We will create the attributes here and turn the attribute on/off for each Equipment Type in the next section.

  1. Click on “Features” menu and select “System Configuration”
  2. Click on the “Equipment” tab
  3. Click on “Equipment Attributes (Model #/ Serial #/ VIN / etc)”
  4. Click on “Create New Attribute”
  5. Enter the Equipment Attribute Name (ie “Serial Number”)
  6. Select the Attribute Data Type
    • Base Drop Down -Pick from a list of Bases/Stations
    • Date – Holds any date in mm/dd/yyyy format
    • Decimal Number 1 place – Holds any decimal number (ie Mileage)
    • Decimal Number 2 places – Holds any decimal number (ie Gallons)
    • Integer Number – Holds any whole number (ie Quantity)
    • String / Text – Holds any wording or free text information (ie Serial Number)
    • Time – Holds any time in hh:mm format
    • Unit Drop Down – Pick from a list of Units/Vehicles
    • User Drop Down – Pick from a list of Active Users
  7. Click “Create Attribute”
  8. Repeat these steps for each Equipment Type you want to track

Enable Attributes For Each Equipment Type

  1. Click on “Features” menu and select “System Configuration”
  2. Click on the “Equipment” tab
  3. Click on “Attach Attributes To Each Equipment Type”
  4. Click on the Equipment Type you created above
  5. Use the blue sliders to turn on the Attributes for this Equipment.  If the Attribute does not apply to this Equipment Type, turn it off
  6. Repeat these steps for each Equipment Type in your list

 

Great!  Now let’s create your Equipment!  Click the link below.

Next, Creating Equipment

 

Equipment Tracking – Setup
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