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How to Track Equipment in WIZniche

Updated over 5 months ago

Effective equipment tracking is vital for maintaining the efficiency and productivity of your business operations. With WIZniche, you can easily manage and track all your equipment or equipment through a user-friendly interface. This article will guide you through the process of tracking your equipment using WIZniche, including navigating the asset table, understanding drop-down options, and updating asset details.

Navigating to the Equipment Table

When you navigate to the "Equipment" section in WIZniche, you will see a table that displays all relevant information about your assets or equipment. To get to this table:

  1. Access the Sidebar: Locate the sidebar on the left side of your screen.

  2. Select Equipment: Click on the "Equipment" option from the sidebar. This will bring you to the asset industries page.

  3. Choose an Equipment Industry: Click on an industry to view its categories.

  4. Select an Equipment Category: Click on a category to view the Equipment associated with it.

Understanding the Equipment Table

The Equipment table provides a comprehensive view of all your equipment within a specific category. Here’s a breakdown of the key features and columns you will find in the table:

  • Name: The name of the equipment.

  • Status: Indicates the current status of the equipment (e.g., Available, Unavailable).

  • Assigned To: Shows the user or team member responsible for the equipment.

  • Property: Indicates the property where the equipment is located.

  • Service Status: Shows whether the equipment is in service or out of service.

Using Drop-Down Options

The equipment table includes several drop-down options that allow you to filter and customize the view:

  • Status: Filter equipment based on their current status (e.g., Available, Unavailable).

  • Columns: Customize the columns displayed in the table to show relevant information such as:

    • Name

    • Calibration Date

    • Cost Amount

    • Cost Frequency

    • Make

    • Manufacturer

    • Model

Updating Equipment Information

Clicking on an equipment name in the table will open a pop-up form where you can update the item’s information and change its status. Here’s how you can do it:

  1. Equipment Details: Update fields such as Name, Manufacturer, Make, Model, Cost, and more.

  2. Calibration Date: Set or update the calibration date for the equipment.

  3. Serial Number: Enter or update the serial number.

  4. Assignee: Assign the equipment to a specific team member.

  5. Notes: Add any relevant notes about the equipment.

  6. Attachments: Upload attachments related to the equipment.

  7. Options:

    • In-Service: Toggle this option to indicate whether the equipment is currently in service.

    • Available: Toggle this option to indicate the availability status of the equipment.

Tracking Equipment with Status Options

WIZniche allows you to manage the operational status of your equipment with the In-Service and Available options:

  • In-Service: Mark equipment that are operational and ready for use. This helps in scheduling and planning maintenance.

  • Available: Indicate whether an equipment is available for use. This helps in avoiding scheduling conflicts and ensuring that resources are used efficiently.

Conclusion

By utilizing the equipment table, drop-down options, and update features in WIZniche, you can effectively track and manage all your equipment. Keeping your asset information up-to-date ensures that your operations run smoothly and that your resources are optimally utilized. For more detailed instructions and support, refer to the WIZniche Help Center.

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