How do I create and edit equipment?

Equipment can be created in FacilityONE as either a “Positioned” item on the MAP (recommended for major assets like boilers, etc) or as a “Position-less” item that exists only in the inventory (recommended for assets like vehicles).

Create a New Equipment Item (Positioned)

• To add a new Equipment item, first put the SMARTPRINT in Edit Mode by click the orange pencil icon at the bottom right of the screen
  
• Once the print is in Edit Mode, left-click and hold anywhere on the print to drop a new Equipment item, which will automatically open the Create Equipment card
  
• In the Create Equipment card, first choose a System and Type
  • For example, to add a Fire Extinguisher, the user would select “Fire” from the System drop-down menu then “Extinguisher” from the Device Type drop-down menu
  • For any questions on what System and Device Type to use for a particular equipment item, contact FacilityONE Support
    
• Name the item and enter any available information in the appropriate fields
  • Other than System and Type, the Name field is the only required field to create the item
    
• The user can also attach files while creating the Equipment item
  • If the file uploads at an incorrect rotation, the user can rotate the picture
  • Click X to remove the uploaded file
    
• After all desired information/files have been entered, click Save to complete item creation
  • The Equipment information can be edited at any time after the item has been created
  • Click Cancel to discard the new device
    
• While creating the Equipment item, or after it has been saved, the user can:
  • Resize the item by clicking and holding one of the orange nodes around the perimeter of the icon then dragging it to the desired size
  • Rotate the item by clicking and holding the handle at the top of the item and moving it to the desired position
  • Relocate the item by clicking and holding the center of the item and dragging until it is in the desired location
    
• Click the Save Print icon at the top right of the screen after resizing, rotating, or relocating an Equipment item
  

Clone an Equipment Item (Positioned Items Only)

Cloning allows users to create exact duplicates of an existing Equipment item on the SMARTPRINT, including size, rotation, and most of the information included in the Equipment Card. This can be especially useful when creating devices that exist in large quantities around the facility, like exit lights or extinguishers.

• Select an item to clone and click the ˅ icon to expand the Equipment Card
  
• Click the More option to view the expanded Card menu
  
• From the expanded menu, click Clone
  
• The user will be prompted to name the Equipment clone
  • Click Cancel to discard the clone
  • Click Save to create the clone
    
• The clone will be dropped on the print near the original device and can be rotated, resized, or relocated
• To Edit the information on the clone, refer to Editing Equipment
• If the user wants to create a clone of a clone, save the print first

Create a New Equipment Item (Position-Less)

• To create a Position-less item, navigate to the UNITY Main Menu and open any saved Equipment Find under the tab labeled “Equipment”
  • For questions on how to create and save an Equipment Find, please contact support@facilityone.com
    
• Click the + button at the top of the center list menu
  
• This will open a Create Equipment pop-up, with several tabs of information that can be filled out as needed
  • The only fields required are System, Type, Name, and Location
  • The other fields can be filled out later by locating the Equipment item and editing it
    

Editing Equipment

The information included on Equipment that has been added to FacilityONE can be edited at any time by users with advanced Equipment permissions. Item info can be updated while viewing it on a MAP or while reviewing the Equipment inventory via a saved Equipment Find. 

Edit an Equipment Item via MAP (Positioned Only)

• To edit a Positioned item, locate the item on the SMARTPRINT and click its icon to open the Equipment Card
  • The SMARTPRINT itself does not need to be in Edit Mode in order to edit the Equipment Card
• From the Equipment Card menu, click Edit
  
• In the Edit Equipment card, make any modifications necessary by changing the drop-down selections or modifying the text typed in the fields
  • Click Cancel to discard the edits
  • Click Save to complete the edits
• Click the Files button to add, edit, or remove an Attached File from an Equipment item
  
• This will open the Files window
  • To add a new file, drag and drop to the designated box or click to select from a folder on the computer
  • To name a new file or re-name an existing file, click the title and make the necessary edits
  • To rotate a file (existing or new), click the circular arrow icon until the file is in the desired position
  • To remove a file, click the X
  • To discard all changes, click Cancel
  • To save all changes, click Save
    
    
• To rotate, resize, or relocate an item on the current MAP, place the print in Edit mode and follow the instructions detailed above
  • After making any changes to an item’s size or position, save the print to finalize the changes

Edit an Equipment Item From a Saved Find (Positioned and Position-Less)

• To edit Equipment in this method, navigate to the UNITY Main Menu and open any saved Equipment Find under the tab labeled “Equipment”
  • For questions on how to create and save an Equipment Find, please contact support@facilityone.com
    
• Click the Edit pencil next to an item’s name in the center list to open the Edit Equipment window
  
• Click the Edit pencil next to an item’s name in the center list to open the item in Edit mode
  
• Make any edits necessary, then click the Save icon at the top right to update the item
  • The Location field on items that are Positioned cannot be edited and the text will be greyed-out

Adding Position-Less Equipment to the MAP

If an item was created as a Position-less asset, it can be Positioned on the MAP at any time after its creation. Additionally, if an item needs to be moved from the current MAP to a different print, after removing the item’s position via the Remove Position button in the Equipment Card menu it can be Positioned on a new MAP following this process.

• Follow the steps for creating a new Equipment item on MAP, but instead of filling out the fields, click in the drop-down labeled “Existing Equipment”
  
• Scroll through the list or type a keyword to filter results, then select the name of the desired item
  
• The Equipment Card will automatically populate with any information associated with the select item, including attachments and work orders
  • Click Save to finalize positioning the item
  • Click Cancel to discard the updates and return the selected item to Position-less
  • After saving, the item can be rotated, resized, or relocated on the print as needed