Office Equipment Management Detailed Documentation
Introduction
The “Office Equipment Management” Add-On is designed to help you keep complete control over all your office equipment in one place. With this Add-On, you can easily create and manage equipment records, track their usage, log maintenance activities, handle transfers and disposals, and organize everything by setting up categories and locations. It simplifies the entire lifecycle management of your office assets—from purchase to disposal—ensuring that every movement and status update is recorded properly. Whether it’s assigning equipment, noting down repair details, or relocating items between departments, this Add-On gives you the tools to manage it all with clarity and ease.
How to Install the Add-On?
To Set Up the Office Equipment Management Add-On, you can follow this link: Setup Add-On
How To Use the Office Equipment Add-On?
- Once you purchase the Add-On, go to the sidebar and find the Office Equipment Add-On, where you will see many subpages under it.
Equipment Creation
- To create a new equipment, go to the Equipment section and click the Create button located at the top in the form that appears, you need to fill in details such as the equipment name, who it is assigned to, the category and location selected from dropdowns, along with the purchase date, warranty expiry date, and the status of the equipment.
- Once all the required details are entered, click Save, and the newly created equipment will appear on the Equipment page where you can edit or delete it anytime you wish.
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Maintenance Logs
- Visit the Maintenance Logs section and click the Create button to add a new maintenance record; you will need to choose the equipment from the dropdown, select the date, mention the cost, select the maintained by person from the dropdown, and describe the issue in the text box provided.
- After saving the form, the maintenance record will be listed on the Maintenance Logs page, where you can edit or delete it as required.
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Equipment Transfer
- To transfer equipment, open the Equipment Transfer section and click the Create button; select the Transfer From Location and the Transfer To Location from the dropdown menus, then choose the equipment you want to move, and finally enter the transfer date before saving.
- After creation, the transfer record will appear on the Equipment Transfer page, and you will be able to edit or delete it at any time based on your needs.
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Disposal
- In the Disposal section, click the Create button to begin a new disposal entry, select the equipment you want to dispose of from the dropdown, choose the disposal date, select the disposed of person, and add the reason for disposal in the text field.
- Once submitted, the disposal record will be shown on the Disposal page and can be edited or deleted at your convenience.
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Usage Logs
- Go to the Usage Log section and click the Create button to log equipment usage, choose the equipment and the user from their respective dropdowns, input the usage date, enter the hours of use, and write down the purpose of the usage.
- After saving, the usage entry will be visible on the Usage Log page, from where you can edit or delete it anytime.
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System Setup
- To manage system configuration, go to the System Setup section, where you can add new locations and categories. For creating a location, click on the Location tab and then on the Create button, enter the location name and description in the respective fields, and click Save.
- Similarly, for creating a category, switch to the Category tab, click on Create, enter the category name and description in the respective fields, and hit Save.
- Both locations and categories created here will be listed on their respective pages, where you can edit or delete them at any time later.
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Categories
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