Equipment

Written By CAL

Last updated 21 days ago

You can find device master data under More → Admin → Devices → Devices.

The number of location and operational data licenses still available is displayed to the left of the button.

Location License = Provisioning Device

Operational data license = Service device

These two different device types are described in more detail later in this article.

To create a new device, click on +Device. The following entry form will open.

In the device setup, the Name and Device Period fields are required, though only the Start Date is a mandatory field. The Start Date is automatically set to the current day of the device setup and can be changed as desired.

As you continue through the device setup, you’ll encounter the sections “Power Device” and “Provisioning Device.”

Service Devices

For service devices, the employee can post the actual services rendered to the device. These service devices are not location-specific; they can theoretically be posted to any project. Click on Create Service Device to activate the service device.

Use the dropdown menu next to the "Daily Hours" field to control the recording and display of equipment usage times. You have the following options:

Manual: Enter the device time manually in the app/web entry (required field)

Report Only: No entry required. It is reported that the equipment was in use on the project

Free: A combination of Manual and Report Only—you can record hours, but you can also leave the field blank

From Calendar: Times are taken from the assigned work schedule

Standby Equipment

Provisioning devices are moved to a construction site. From this point on, the device is automatically charged to the project. By releasing the device or moving it to another project, the device is no longer charged to the project. Provisioning devices are automatically displayed in the daily report as soon as they are on the project.

Create the provisioning equipment using the Create Provisioning Equipment button.

Of course, it is also possible for a piece of equipment to be both a provisioning and a service device. However, equipment services can only be booked to a project once the equipment is also located on that project.