We have now deployed the equipment view feature. All managers and admins will be able to search/find/view equipment regardless of viewable/hidden status. However, non-managers and admins will not be able to view hidden equipment. The default setting is visible.

Step 1

From the drop-down menu in the top, left corner, go to Equipment & Assets.

Step 2

Scroll to and select the desired equipment.

Step 3

Click the small gear Settings button in the top, right corner.

Step 4

Under Visibility, toggle select ON or OFF, as desired.
Note: Visibility must be ON for users to see this equipment. When set to OFF only organization and equipment managers will be able to view.

The new Auto-Allow Equipment Access feature automatically allows access when training requirements are completed for a specific piece of equipment.

Step 1

Go to Equipment Management from the drop-down menu in the top, left corner.

Step 2

Scroll to and select the desired equipment.

Step 3

Click the small gear Settings button in the top, right corner.

Step 4

Go to Restricted Access from the menu on the left.

Step 5

**Note: Restricted Access must first be turned on to access the auto-allow feature.
Once Restricted Access is on, toggle select ON the auto-allow feature

We've added a new feature to SafetySpot to further assist with equipment management. The Equipment Manager feature allows managers to manage vendor information, keep track of cost information, warranty and vendor support information, and calibration information.

Additional fields when adding new equipment

Step 1:

Click the drop-down menu in the top, left corner.

Step 2:

Go to Equipment & Assets.

Step 3:

Click +New.

Step 4:

Select the equipment type.

Step 5:

Fill in the information for the equipment being added. Note the new fields including cost, vendor, and warranty information. The direct link to the manufacturer's warranty information can be copied and pasted into the warranty field for easy access later.

Technical Specifications fields

Step 1

After saving the equipment, you may edit tech specs by clicking Add Technical Specifications on the next page.

Step 2

You may add and remove fields as needed so that only the necessary fields show up.

Step 3

Be sure to save.

An additional feature of the Request Dashboard is Equipment Requests. Managers may view and accept or deny equipment requests as well as download the organization's equipment request history.

To access Equipment Requests via the Request Dashboard:

Step 1

Click on the circular group icon in the top, right corner.

Step 2

Go to Requests. This takes you to the Request Dashboard.

Step 3

Select Equipment Requests from the menu bar.

Step 4

New requests will appear at the top of this page. You may accept or deny new requests and view request history.

Step 5

To download the organization's entire request history, click the Download Equipment Request History link at the top, right corner.

To reinforce maximum efficiency and accuracy, managers now have the ability to upload pictures for locations within a site and equipment in their inventory. Managers may add, delete, and select a main picture for each piece of equipment and/or location managed by their organization. This ensures proper identification when equipment or a location is being used or out for maintenance.

Uploading Photos

Step 1

Click on the drop-down menu in the top, left corner.

Step 2

Go to Equipment and Assets (or Locations to add picture of a location).

Step 3

Select inventory from this list (or select a location under sites).

Step 4

Once on the landing page of the equipment or location, click on Add Picture in the top, left corner.

Step 5

Select the appropriate picture and upload.

Removing Photos

Step 1

Click on the drop-down menu in the top, left corner.

Step 2

Go to Equipment and Assets (or Locations to add picture of a location).

Step 3

Select inventory from this list (or select a location under sites).

Step 4

Once on the landing page, click on the picture in the top, left corner.

Step 5

Click on Settings in the top, left corner. Select Delete Picture.

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How to change the location of equipment.

Step 1

From the drop-down menu in the top, left corner, go to Equipment & Assets.

Step 2

Scroll to and select the desired equipment.

Step 3

Click Settings in the top, right corner.

Step 4

Go to Location.

Step 5

Click Change Location.

Step 6

Go to the new site, building, building section, room, or functional space of the equipment and click Select. You will be directed back to the equipment's settings page and see an alert that the equipment's location has been changed.

Equipment Circulation allows users to log the check-out and return of equipment.

Users request equipment check-out.

Step 1

From the drop-down menu in the top-left corner, go to Equipment & Assets.

Step 2

Click Circulation listed in the top menu bar.

Step 3

You will see a list of equipment available to your organization. Note:You must have access to the equipment you are requesting to check-out.

Step 4

Click Check-Out on the desired equipment. You will then see an alert that the check-out is pending approval.

Note:You will get a notification indicating whether this check-out is approved or denied.

Managers approve or deny check-out request.

Step 1

From the drop-down menu in the top-left corner, go to Equipment & Assets.

Step 2

Click Circulation listed in the top menu bar.

Step 3

Click Management in the top, right corner.

Step 4

There will be a small, oval icon in the top, right corner indicating pending requests. Click the icon to view.

Step 5

Now managers may choose whether to approve or deny the check-out request. The user will receive a notification with the manager's selection.

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How To Create Duplicate Equipment

Step 1

Select the equipment you'd like to duplicate from the main page or the Equipment & Assets page.

Step 2

Click on the 3 small dots on the far right.

Step 3

Go to Make Duplicate.

Step 4

Here you can fill out details about the new equipment added. Users are urged to rename the model title of this equipment.

Step 5

Other details such as technical specifications, managers, and reservation options may also be edited. Click save.
This equipment has now been added to the organization's list of equipment.

There are two ways in which equipment can be added to a site (building, room, or other functional space).

Adding via site, or functional space

Step 1

Go to Locations from the drop-down menu in the top-left corner.

Step 2

Select the space to which you'd like to add the equipment: site, building, building section, room, or functional space.

Step 3

Select Equipment & Personnel

Step 4

Click +Add Equipment

Step 5

Select the equipment type from this list, then proceed to fill out details about the equipment being added. Click Create to add this equipment to the site's inventory.
Note: If the equipment type you need to add is not listed, you may request for it to be added by clicking on Equipment Type not listed? in the top, right corner.

Adding via Equipment & Assets

Step 1

Go to Equipment & Assets from the drop-down menu in the top-left corner.

Step 2

Select +New in the upper, right corner.

Step 3

Site, building, building section, room, and functional space are listed above the location names. Select the location type, then location name to which you'd like to add this equipment.

Step 4

Select the equipment type from this list, then proceed to fill out details about the equipment being added. Click Create to add this equipment to the site's inventory.
Note: If the equipment t...

E-Resources is a feature for equipment management. Documents pertaining to the equipment may be uploaded and managed under E-Resources. Here is a quick tutorial demonstrating how.

Step 1

Go to Equipment & Assets.

Step 2

Select the equipment in which you'd like to view or edit a document for.

Step 3

Click the 3 tiny dots on the far right of the menu bar.

Step 4

Go to E-Resources.

Step 5

Here you can click to view and download existing documents from this list, as well as search, add new, or edit documents.

Step 6

Under Edit, you can make the file public for anyone to download, or delete the file.

***Note

When you select Allow to make it a public file, you must click Update File to save this change.