Training Document_Adding/Removing Equipment

Creating Equipment 

The SmartAsset platform makes it easy to add new equipment ensuring  your equipment data stays accurate and up to date. Whether you’re onboarding new equipment or reallocating assets between branches, the steps below will guide you through managing equipment efficiently and confidently.

Step 1: Review Equipment List

·       Navigate to the left menu pane. Select Lists.

     
In the middle menu, click on Equipment. Review the list to

ensure that the piece of equipment is not already listed. If the equipment is not on the platform, proceed to the next step to add.

In the Equipment List screen, click New in the upper right- hand corner.

 

·       The Equipment Catalog Selector is EOL so skip this section and click Continue on the bottom of the screen. 

 

·       In the New Equipment screen fill in applicable information on the General Tab and the Equipment Info Tabs. Next, navigate to the SmartAsset tab.

• In the Device field, click the magnifying glass and select the device / barcode that needs to be assigned to this piece of equipment. 

Note: if the device that you are trying to assign is already assigned to another piece of equipment, you can re-assign it or contact support@smartasset.biz for assistance.

Once the Device ID is selected, click Save in the upper right-hand corner of the screen.

 

How to Remove Equipment in the SmartAsset Platform

 

Removing equipment from the SmartAsset platform helps keep your asset list accurate, organized, and aligned with what is actively in service. When equipment is sold, retired, replaced, or no longer tracked, removing it ensures your teams are working with reliable data and prevents outdated assets from appearing in reports, maps, and audits.

The steps below allow operations, fleet managers, and leadership to maintain clear visibility into active equipment and productivity across the organization.

Step 1: Reviewing Equipment List

·       Navigate to the left menu pane. Select Lists.

·     
In the middle menu, click on Equipment. Review the list to ensure that the piece of equipment is on the platform. If the equipment is on the platform, proceed to the next step to remove it.

 

Step 2: Removing Equipment from the List

·       In the Equipment List page, search for the equipment that needs to be removed. Once located, check the select box to the left of the record, then navigate to the upper right hand side of the screen to Actions and Delete Record.