Purpose Statement

The Equipment List serves as a centralized workspace for managing all equipment records within the Assets module. It allows users to quickly locate, organize, and take action on equipment data, supporting everything from daily operations to long-term asset tracking and compliance.

Through features like customizable views, filtering, search, and bulk actions, the Equipment List enables users to efficiently manage large volumes of equipment, maintain accurate records, and streamline workflows such as inspections, assignments, and lifecycle management.

Background Information

The Equipment List is the primary interface for viewing and interacting with all equipment records in First Due. It is designed to support both operational users and administrative staff by providing flexible tools to manage equipment data at scale.

All equipment records are categorized by Equipment Type during import or creation, allowing users to quickly segment and analyze data using predefined views. These views dynamically display relevant specification fields based on the selected equipment type, improving visibility into critical details such as manufacturer data, serial numbers, and service-related attributes.

In addition to predefined views, users can create custom views tailored to their operational needs, enabling more efficient workflows for inspections, maintenance tracking, and reporting. The list also supports advanced filtering, keyword search, column customization, and bulk actions—making it a powerful tool for maintaining clean, accurate, and actionable equipment data.

Two default system views are available:

• Quick View: Displays all active (non-archived) equipment items for day-to-day operations
• Master View: Displays all equipment records, including archived items, for full lifecycle visibility

Required Permissions

Users may require permissions such as:

• Assets module access
• Equipment view
• Equipment create
• Equipment edit
• Equipment delete
• Equipment import
• Equipment bulk actions
• Equipment archive

Permission names may vary by agency configuration.

Video

Step-by-Step Guide

1. Access the Equipment List

• Navigate to the Assets module.
• Select Equipment List.

2. Change and Manage Views

• Open the view dropdown to display available list views.
• Select either Quick View or Master View depending on whether you want to include archived records.
• Review predefined views, which are organized by Equipment Type and display relevant specification fields.
• To set a default landing view, select the pin option on a view.
• To save a view for quick access, select the star option to add it to your Favorites.

3. Create Custom List Views

• Access view options from the current list view.
• Select the option to Add View or Clone an existing view.
• Configure columns, filters, and layout based on your needs.

4. Perform Bulk Actions

• Select Actions from the Equipment List.
• Choose a bulk operation:
  • Delete
  • Archive
  • Assign
  • Update
  • Import
• Apply the action to selected equipment records.

5. Add New Equipment Items

• Select New Equipment.
• Enter all required and relevant equipment details.
• Save the new record.

6. Sort and Reorganize Columns

• Select a column header to sort results in ascending or descending order.
• Drag and rearrange columns to temporarily customize your layout.
• Adjust visible columns as needed for your workflow.

7. Search for Equipment

• Select the appropriate list view.
• Open the search bar.
• Enter a full or partial value to locate equipment.
• Search supports keywords or specific fields, such as:
  • Equipment Group
  • Name
  • Equipment ID
  • Make
  • Model
  • Serial Number

8. Filter the Equipment List

• Open the Filters panel.
• Apply filters using available equipment fields.
• Use the pin option to collapse the filter panel and maximize workspace while filters remain applied.

9. Access an Equipment Overview

• Locate the desired equipment item in the list.
• Select the blue hyperlink in the Name field.
• Review the full equipment record and details.

10. Use Equipment Action Items

• Locate the desired equipment record in the list.
• Select the ellipsis or chevron to view available actions.
• Choose from the following options:
  • Edit to modify the equipment record
  • Delete to permanently remove the record
  • Duplicate to create a copy of the record
  • Archive to remove the record from active views without deleting it

Duplicating an Equipment Item

Deleting an Equipment Item

Archiving an Equipment Item

11. Adjust Pagination

• Navigate to the bottom of the list.
• Adjust how many records are displayed per page.
• Use navigation controls to move between pages.

12. Export Equipment List Data

• Select the download option.
• Export the current view, filtered list, or search results as a .csv file for local storage or reporting.

Best Practices

• Use Quick View for daily operations and Master View for audits or historical review
• Pin your most-used view to streamline access
• Save column configurations and filters as custom views instead of relying on temporary changes
• Combine search and filters to quickly narrow large datasets
• Regularly export data for reporting or backup purposes
• Review bulk actions carefully before applying changes across multiple records

Troubleshooting & FAQs

Why do my column changes not save?
Column changes are temporary unless saved within a custom view.

What is the difference between Quick View and Master View?
Quick View shows only active equipment. Master View includes both active and archived records.

Why are certain actions unavailable to me?
This is typically due to missing permissions. Contact your administrator.

Why is my equipment not appearing in search?
Check for filters applied, confirm spelling, or try partial search terms. Also verify the item is not archived.

Can I export only filtered or searched data?
Yes, exports reflect the current list view, including any applied filters or search criteria.