IDI version 26.8 is now available.  Click here for details: IDI Updates.

Viewing/Managing Equipment

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Use the Equipment Search to find and select a specific equipment for viewing/managing.

The Equipment page presents equipment properties, status history and assigned locations.

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The assignment method and status are indicated just below the name.

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Assignment method icons:

Single Customer

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Multiple Customer

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Not Assignable

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Equipment information is presented the following sections:

  • Locations - Use the drop down to select a location (if more than one). Clicking the manage link opens the Equipment Assignments page for the selected location.

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  • Site - This shows site information as entered when the equipment was created. You can edit the site definition as needed.

  • Equipment Address - This is only applicable for equipment that allow an equipment address. If applicable you can edit or remove the address.

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  • Equipment Warranty - This shows warranty information if added when the equipment was created. You can edit a warranty, remove a warranty (red X) or add a new warranty (blue +).

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  • Additional Information - This shows attributes if added when the equipment was created.

  • History - This shows a history of status changes.

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    This tree lists all status history changes along with date and user that made the change.

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    The following icons are used to indicate status changes:

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    Status

    Description

    Assigned (In-Use)

    Equipment is assigned to a Location and is activated.

    Available

    Equipment is not currently in use, but can be reserved and then assigned.

    Left-In

    The Location is no longer in use by a customer, but the equipment has been left in place for the next customer.

    Not Available

    Equipment not in use and can’t be reserved or assigned.

    Retired

    Equipment is no longer available in the inventory, but is retained in inventory for historical purposes.

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    Assigned

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    Assigned
    In Use

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    left In

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    Retired

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    Not Available

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    Ticket Opened

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    Ticket Closed

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    You can refine the status history to show only certain status changes by using the status feed filter.

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    You can also toggle the date indicator between actual date and number of months.

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  • Tickets:

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    • Displays open Tickets for the Equipment

    • Let’s you add a new Ticket for the Equipment

    • Provides a link to Tickets OmniSearch to show all Tickets for the Equipment

Quick Actions and Statuses

Users can select from a number of quick actions from the top right portion of the page.

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Make Available

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Make Unavailable

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Retire

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Edit

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Delete

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The quick actions are dynamically displayed to only allow valid actions based on the current status of the equipment. For example, equipment that is assigned will not have an icon for any quick action other than edit.