Equipment Management - Overview

Summary

The Equipment Management feature in The Animal Welfare App allows you to keep track of equipment inventory, assign that equipment to areas or people, and keep track of any maintenance that is completed for that equipment.  This feature was upgraded at the end of 2023 to accommodate Member requests for tracking multiple maintenance items, adding images, providing additional detail about each maintenance item, tracking costs and streamlining the process of recording maintenance/service.  The following article is an overview highlighting the primary components of this tool.  

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Navigate to Equipment Management

To begin, you will need to navigate to the Equipment Management page.  Go to the Facility Navigation panel (left hand navigation menu), hover over "Facility" and click on "Equipment Management". 

Main Table View (Default View)

When you arrive on the Equipment Management page you will see a table view showing all configured equipment for the Facility you are operating in (as shown below).  

1. Search Filters:  Above the table view are search filters that facilitate quick access to the equipment you are looking for.  The search field on the far left allows you to type in key words for the equipment, while the dropdown menu filters by assignment.  
2. Main Table View:  The main table displays all the equipment configured for the Facility based on your search criteria.  The default view all configured equipment. 
   1. The plus [+] sign in front of each equipment item will expand when clicked to display the most recent service/maintenance performed on that equipment. 
   2. Each service/maintenance item is displayed when the plus icon is expanded and will list additional information such as when the service/maintenance was last performed and who completed the service. 
   3. If a service item is started, but no end date is recorded, it will remain "open" until an end date is submitted for that service/maintenance item. 
3. Action Icons:  The icons below the table allow you to perform key functions such as adding new equipment, recording service/maintenance, assigning equipment and viewing the history of selected equipment.  

Primary Functions

These are some of the primary functions of the Equipment Management tool.

1. Add Equipment Inventory
2. Add Planned Service/Maintenance items
3. Record Service/Maintenance items
4. Assign Equipment to Area/Exhibits or People
5. View Service/Maintenance History