Plant Equipment Register

Introduction

The Plant Equipment Register module provides a centralized system for managing all plant and equipment within your organization. It allows for detailed record-keeping of each asset, facilitating efficient tracking and ensuring relevant safety information, like associated risk assessments, is readily accessible.

Effective use of this module helps maintain an accurate inventory, supports compliance, and streamlines the management of your equipment's lifecycle.

Key Features

• Centralized Inventory: Maintain a comprehensive list of all plant and equipment.
• Detailed Records: Capture essential information for each item, including descriptive Name, unique Asset Number, Model Number, and Serial Number.
• Risk Assessment Integration: Directly create new or link existing Risk Assessments to specific equipment records, ensuring safety documentation is connected to the relevant asset.
• Lifecycle Tracking: Manage equipment through Draft, Active, and Archived statuses.
• Organizational Structure: Assign equipment to the correct Hierarchy (e.g., Company, Division, Department, Site) for better organization, filtering, and reporting.
• Record History: Utilize the Comments section to log notes, updates, or important events related to the equipment.

Using the Plant Equipment Register

Registering New Plant Equipment

1. Navigate to the Plant Equipment Register module.
2. Select 'New Record'. The equipment form will open in the 'Draft' state.
3. Assign the correct Hierarchy for the equipment.
4. Fill in the equipment details:
   • Name, Asset Number, Model Number, Serial Number: Provide clear identification details.
   • Risk Assessments: Use the 'Log New' button to create a new risk assessment or 'Select' to link an existing one.
   • Comments: Add any relevant notes or initial history.
5. To save as a draft and continue later, click 'Save'.
6. To finalize and add the equipment to the active register, click the 'Submit Equipment' button. The record status will change to 'Active'.

Managing Equipment Records

Editing Equipment:

• Open an existing record from the list.
• If the record is 'Active', you may need to click an 'Edit' button to modify details. 'Draft' records are typically directly editable.
• Make your changes and click 'Save'.

Understanding Workflow Statuses:

• Draft: The initial state for new, unsaved records.
• Active: Equipment is officially registered and considered in use or part of the inventory.
• Archived: Equipment is no longer in active service (e.g., sold, decommissioned) but the record is kept for historical purposes.

Changing Equipment Status:

• To archive an 'Active' record, open it and select the 'Archive Equipment' button.
• To return an 'Archived' record to service, open it and select the 'Re-open Equipment' button, which moves it back to 'Active'.

Utilizing Standard System Features

The Plant Equipment Register benefits from general system features:

• Searching and Filtering: Use various tools to find specific records or groups of equipment. You can often save preferred search views.
• Attachments: Add relevant files (e.g., manuals, photos, certificates) to equipment records.
• Customising Display: Adjust the columns shown in the list view to suit your needs.
• Exporting Data: Export equipment lists for reporting or offline use, if you have permission.

For more detailed instructions on these standard features, please consult the 'General Features' section of the help documentation.