• Production Management
• Maintenance Management
• Inventory Management
• Quality Control
• User Management
• Settings & Support
• Mobile

Overview

Equipment Groups form the second-highest level in the equipment hierarchy. They are used to logically organize multiple Equipment (Tier 3 assets) that share similar functions, processes, or operational zones within a production line. The Equipment Group page has several tabs:

• General

  The General tab contains information about the Equipment Group such as name, code, model, location, etc.

  

• Sub Items

  The Sub Items tab contains the relevant Equipment (tier 3 assets) associated to the given Equipment Group. Equipment can also be added under this tab. The Equipment Tree found inside this tab lists out the associated Equipment on the right-hand side while providing an interactable Tree that allows movement of nodes for labelling purposes.

  

• Work Orders

  The Work Orders tab displays all associated work orders to the selected Equipment Group. This tab groups them into their relevant categories.

• Tasks

  The Tasks tab displays all associated tasks to the selected Equipment Group. This tab groups them into their relevant categories.

• Personnel

  The Personnel tab displays all associated personnel to the selected Equipment Group.

Add Equipment Group

Click on + Equipment Group in the top right corner of the Maintenance Equipment page to open up the Add New Equipment Group” popup form.

Add New Equipment Group Popup.

Add Equipment Group User Interface

Fill in all required fields denoted with * before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field. Upon successfully creating the Equipment Group, users will be prompted with a popup confirming the new Equipment Group has been added.

Required Fields

Denoted with *

Optional Fields

Denoted with no markings

Edit Equipment Group

Click on Pencil Icon in the top right corner of the Equipment Group container ****to open up the Edit(Tier2) popup form.

Edit Equipment Group Popup.

Edit Equipment Group User Interface

Adjust desired fields and ensure that all required fields denoted with * are filled in before hitting the Save button on the bottom of the popup form. If required fields have not all been filled, a popup will inform the user of the missing field(s) and red outlines will appear on the left side of each missing field.

Upon successfully editing the Equipment Group, users will be prompted with a popup confirming the Equipment Group has been edited.

Edit Asset Tree

Each Equipment Group and Equipment has an associated tree that allows users to easily identify the positions and names of the corresponding Equipment and Components that belong to the parent respectively. The tree contains a “drag and drop” component that allows users to customize their trees to best suit how the company’s hierarchy is managed within an Equipment Group or Equipment.

<aside> 💡 Asset Trees can be found under the Sub Items tab of either an Equipment Group or Equipment.

</aside>

Adding Nodes

To add nodes to a tree, click on the Pencil Icon below the tree/image inside the selected container. The tree should now be highlighted with a blue border to indicate it is in adding/editing mode. Simply click the Grey Circle Icon with a ‘+’ on the inside and a new node will be populated with the next integer**.** The node should now be in the tree and the user can hit the Save Icon below the tree to save all changes.

Adding Nodes to an Asset Tree

Moving Nodes

To add nodes to a tree, click on the Pencil Icon below the tree/image inside the selected container. The tree should now be highlighted with a blue border to indicate it is in adding/editing mode. Click two times on the node that is to be moved and hold the mouse down on the second of the two clicks. The cursor should indicate a grabbing motion now**.** Drag the node to its desired location within the tree and repeat this process for any other nodes that need to be moved. Once the user is finished and all nodes are in the desired places, the user can hit the Save Icon below the tree to save all changes.

Moving Nodes in an Asset Tree

Deleting Nodes

To remove any unwanted nodes within a tree, click on the Trash Icon below the tree/image inside the selected container. The tree should now be highlighted with a red border to indicate it is in deletion mode. Simply double-click the desired node to prompt a deletion confirmation popup and hit Delete. The node should now be removed from the tree and the user can hit the Save Icon below the tree to save all changes.

Deleting Nodes from an Asset Tree

← Maintenance Equipment