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The Equipment Management module helps an organization manage the calibration, maintenance, and qualification activities for equipment.

Table of Contents

Equipment Management Module Administrator

The Configure Equipment Management training is intended for users with the Equipment Management Module Administrator role.

This session includes a live demonstration of equipment management module configuration and set up.

Topics Covered:

  • Equipment Management Module Concepts

  • Roles and Responsibilities

  • Configuration:

    • Configure Equipment Status Values

    • Configure Equipment Types

    • Configure Equipment Profiles

    • Define Equipment Activities

    • Define Equipment Activity Schedules

  • Auto Assign Equipment Activities

Configure Equipment Management-20230119Equipment Mgmt Configuration 11Apr2024.mp4

Equipment Management Module Coordinator

The Configure Equipment Management training is intended for users with the Equipment Management Module Administrator role.

This session includes a live demonstration of equipment management module configuration and set up.

Topics Covered:

  • Roles and Responsibilities

  • Coordinator Functions:

    • Add New Equipment (Import New Equipment, Import Completed Activity Records)

    • Assign Activities to a User

    • Edit Equipment Information

    • Record Unscheduled Equipment Activity

    • View Scheduled Activity Report

    • Equipment Attachment

  • Auto Assign Equipment Activity Tasks

Coordinator Functions in Equipment Management-20230120.mp4

Downloadable Resources

Resource Description

File

Equipment Management Process Flow Chart

View file
nameEquipment Management Process.pptx

Equipment Management Administration

(Equipment Management Module Administrator)

View file
nameEquipmentManagementAdministration.pptx

Coordinator Functions in Equipment Management

(Equipment Management Module Coordinator)

View file
nameEquipmentManagementCoordinator.pptx