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Table of Contents
Table of Contents

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SectionDescription
Equipment Type
  • High level grouping of the different equipment types / groups
Equipment
  • Listing of the individual pieces of equipment belonging to a selected Type
Calibration
  • Listing of the calibrations performed on a pieced of equipment
  • Only appears if the Calibrated field on the equipment = Yes
Calibration Data Point
  • Individual data points (measurements) for the calibration

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Equipment Type

Click Add Equipment type to add a type / grouping of equipment.

Image RemovedEquipment Type is simply a categorization / grouping of the different types of equipment. Each piece of equipment is associated with an Equipment Type.


Equipment

After an Equipment Type is selected, you will see the pieces of equipment belonging to that type. Click Add Equipment to add a new piece of equipment to that Type.

FieldDescription
Name
  • User friendly name for the piece of equipment
  • Required
Code
  • Internal code / asset code for the equipment
Manufacturer
  • Manufacturer of the equipment
Serial Number
  • Serial number of the equipment
Model Number
  • Model number of the equipment
Lab
  • Lab the equipment belongs to
  • Required
Calibrated
  • Indicates if the equipment needs to be calibrated
Description
  • Open ended description (notes) of the equipment

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Equipment Status

A piece of equipment's status can be used to track whether equipment in your equipment inventory is in service, temporarily out of service, or permanently out of service.

StatusDescription
Active
  • In service.
  • If you have your Lab test forms sourcing your equipment inventory, only equipment that is in an Active status will be available to select on a new test record.
Inactive

  • Temporarily out of service.

  • If you have your Lab test forms sourcing your equipment inventory, equipment

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  • that is in an inactive status will NOT be available to select on a new test record.

Deleted

  • Permanently out of service.

  • Like the inactive status, if you have your Lab test forms sourcing your equipment inventory, equipment that is in a deleted status will NOT be available to select on a new test record. Deleted is just another way to differentiate equipment that is out of service, so our recommendation would be to use deleted when equipment is removed from service permanently/discarded.


Equipment Calibration

If a piece of equipment is calibrated, you enter the calibration events by clicking the Add Equipment Calibration button.

FieldDescription
Calibrated By
  • Name of the person that performed the calibration
Date Calibrated
  • Date the calibration event happened
Expiration Date
  • Date the calibration expires
Comments
  • General comments / notes about the calibration event

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Tip

Equipment Calibrations can be copied by clicking the Copy button on the right side of the grid. This will create a new calibration record and copy over the Calibration Data Point labels so new calibration measurements can be entered.

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FieldDescription
Label
  • Label to describe the data point
Value
  • Measured value of the data point

Filter Pane

Equipment data can be filtered on using the filter pane. The Expiring From filter can be used to find the most recent calibration events that are expiring between a user-supplied date range.

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