To access the Equipment Management module, click on the hamburger menu in the upper left of the HEMS One window (1), followed by the Utilities menu (2), the Management Tools submenu (3), then Equipment Management (4).
The Equipment Management module allows for editing multiple equipment records at the same time. The following are the available options: Activate, Add Equipment Text, Add Work Order Notes, AEM status, Assigned Engineer, Battery, Create Work Order, Deactivate, Department, Device Inclusion, Equipment Model, Equipment Transfer, Float Multi-Year Schedules, Ignore Risk Frequency for Schedules, Incoming Insp., Library, Loaner, Location, Ownership, Powerstrip, Purchase Cost, Purchase Date, Recall/Alert, Retire, Revision, Salvage Process, Schedule By Date, Service Expiry Date, Storage – In, Storage – Out, Supplier, Tester, and Warranty Expiration Date.
The search parameter fields are used to find the equipment records that will be updated. Once the desired parameters are defined, click on the Search button in the lower right of the Search section to find the records.
To move an individual equipment record to the Selected Equipment Items grid, click on the Add icon to the left of the equipment control number (1) To move all of the search results to the Selected Equipment Items grid, use the double caret button in between the Search Results grid and the Selected Equipment Items grid (2).
Once the equipment records have been selected, check the “Preserve selected devices after Apply” checkbox if multiple changes will be made to the same selected equipment records.
Use the Select field in the bottom left of the Equipment Management module to choose which update to make to the selected records. The drop-down list is alphabetical, use the scroll bar on the right of the list to navigate up and down through the options.
If adding Notes to records or work orders, check the “Add Text at Top” checkbox to the right of the Notes field to ensure the Notes are added to the top of the field.
Once an option is selected, the complementary fields needed to perform that action will appear. Define the necessary changes and click the Apply button in the lower right to apply the change/s to the selected equipment records.