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Register equipment
Link a physical unit to its client and record where it is installed.
On this page
Before you start
- Create the client and equipment type first. Have the serial number and installation details ready.
Select client and type
Open New Equipment and select the client and type, both required. Search existing units before creating another with the same serial number.
Identify the unit
Enter the internal code and serial number. Select the brand and then the model. These details should identify the actual unit, not just its equipment type.
Locate and save
Enter location, floor and building where applicable. Add the installation date and useful notes. Save and check the client and identification on the new record.
Check the result
The equipment appears in the client inventory and can be included in a work order.
If something gets in the way
Is the model missing?
Check the selected brand first. If a value is missing, ask an administrator to review the catalog before choosing an incorrect model.