Create an equipment instance

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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

    1. Navigate to All > Field Service > Equipment Resources > Equipment Instances.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Resource category form
      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.
    4. Select Submit.

    Result

    Equipment instance is created. If active and available, you can assign the instance to crews or work order tasks.