Selecting Existing Equipment

Roles Admin, Job/User Editor, Job Editor, and User have permission to perform this task. 

It is common you will be working at a customer location that either you or another colleague have been to before and recorded a dataplate. With the existing equipment feature, it can save you time from having to rescan a dataplate at a location. 

When a technician begins to add a dataplate to a step, if this dataplate has already been provided at this location the technician can choose this from a list instead of uploading an image.

Select the + button to the right of the step and review at the bottom of the pop-up. If it says Add Equipment from Location that means a dataplate has been previously scanned at this location. 

Note: If there has not been a previously scanned dataplate at your location the pop-up will say No Equipment Recognized at Location. You will need to add a photo to be displayed next time. 

Select Add Equipment from Location to be presented with a list of the previously identified equipment.  To select the dataplate select the + to the right of the image. It will then add it to your workflow. 

Anything applied to the content (tags, make/model/serial number values) will be added to the workflow as well. If there is more than one content item that matches the MMS for the selected equipment, we use what the equipment record has as its “featured content”.

Additional Information

Note: This feature has to be turned on by your Customer Success Manager and only works with certain integrations. Please have your administrator contact your Customer Success Manager to learn more.