An equipment is a necessary vehicle for a particular purpose that has a Plant No (e.g. number plate), a Type (a short code of the type), a Description, a Default process, a Status and a Location in CiteOps. Equipment can be added, deleted, edited and shared with another process. Reports can be printed and emailed to participants. This guide explains how you can achieve these.
This guide provides instructions on how to:
Adding Extra Features
Adding an Equipment
Editing an Equipment
Deleting an Equipment
Print Status Report
Email Status Report
Follow these steps to manage equipment in CiteOps.
1. Click on the Equipment Schedule icon
Adding Extra Features
By adding new columns, new features are available such as
Yesterdays Status and Current Status: allow users to record equipment statuses in regular bases
Status Notes: extra notes
Downtime Hrs: represents the length of an equipment’s downtime in hours
Location: is the current area of equipment
Next Service Day: shows the closest service day to the current date
Info!When Yesterdays Status selected / unselected, a warning message appears. Current Status and Yesterday Status columns are related: Current Status became Yesterday Status after a night shift. Thus, there is two options: 1. Using Current Status, 2. Using Current Status and Yesterdays Status to track the status of equipment. |
1. Pull the mouse over one of the columns, click on the arrow and click on the required column(s)
Info!Next Service Day is disabled until the user sets the "Equipment Schedule Service Process Short Code" (in this case it’s called "Diesel" process) to the equipment. To achieve this see "How to share an equipment with another process" article. Please contact Support if you don’t have or can’t select the short code for the Equipment Schedule Service Process. |
2. To filter one of the columns, pull the mouse over a column, click on the arrow and unselect the column(s)
Info!A column need to be data free (empty) to remove it. |
Adding an Equipment
1. Click Add and a window will appear. Enter the details of the equipment and click on Save.
Editing an Equipment
1. Click on the modifiable field (e.g. Status)
2. Enter data and click the Save icon on top of the screen.
Info!If the user currently arranged the equipment by Default Process (Default Process (grouped), Type then Plant No), the user will not able to change the default process of an equipment. By changing the arrangement to either "Type (grouped), Default Process then Plant No" or "Plant No" and the Default Process field becomes editable. |
Deleting an Equipment
1. Click on any field of the equipment
2. Click Delete and confirm the deletion by clicking Save
Print Status Report
1. Click the hamburger menu icon.
2. Click Report.
2. Check printing properties. Click Print.
Downloading and sending options are also available in the screen by selecting the desire option after clicking on the arrow next to the "Print" icon.
