Create an equipment instance
Create equipment instances with unique identifiers to assign to crews or work order tasks.
Before you begin
Role required: wm_admin
About this task
Equipment instances are individual instances of equipment with unique identifiers. Instances are organized into equipment categories that can be assigned to crews or work order tasks.
Note:
An equipment instance can be assigned to only one crew at a time.
Procedure
Navigate to All > Field Service > Equipment Resources > Equipment Instances.
Select New.
On the form, fill in the fields.
| Fields | Description |
|---|---|
| Identifier | Unique identifier for the instance. |
| Category | Name of the equipment category. |
| Work schedule | Schedule of when an instance is available. |
| Asset | Asset relevant to the instance. |
| Location | Home office or base location of the instance. |
| Status | Current status of the instance. The available values are:- Available - In Use - Unavailable |
| Active | Option to make the instance active and display it on the dispatcher calendar. |
| Description | Description of the equipment instance. |
- Select Submit.
Result
Equipment instance is created. If active and available, you can assign the instance to crews or work order tasks.
Related topics
Scheduling and assigning equipment to tasks and crews