Equipment List: Editing Equipment Items

Equipment List: Editing Equipment Items

Purpose Statement

This feature enables Fire/EMS personnel to update and maintain accurate equipment information within the First Due system, ensuring that equipment specifications, operational data, and administrative details remain current for effective asset management. 


Background Information

Editing equipment information is essential for maintaining accurate equipment records as specifications change, equipment is modified, or administrative information requires updates. The system provides comprehensive editing capabilities across multiple data categories including basic equipment information and detailed technical specifications.

The equipment editing interface supports updates to critical information while maintaining historical records and operational continuity. Changes to equipment information automatically update related systems and reports, ensuring that current data is available throughout the department's operational systems.

The system provides two primary access methods for equipment editing: through the Equipment List and  Equipment Overview sections in the Assets module. Both methods provide access to the same comprehensive editing capabilities and related equipment management functions.

Beyond basic information editing, the equipment record provides access to related operational data including work orders, preventative maintenance schedules, and system logs. This integrated approach ensures that all equipment-related information remains coordinated and accessible through a single interface.


Required Permissions

To edit equipment items, users must have:

  • Equipment Overview: Allow
  • Equipment: Read, Update, Create, Delete
  • Equipment List Saved Views: Read, Update, Create, Delete (for equipment list access)
  • Update status of equipment: Allow (if modifying equipment operational status)
  • View Dashboard: Allow (for accessing equipment interfaces)

Video



Step-by-Step Guide

1. Click on Equipment List


Click on Equipment List


2. Locate the item of Equipment to be updated


Locate the item of Equipment to be updated



3. The Filter may be used to drill the list down so it is more manageable


The Filter may be used to drill the list down so it is more manageable


4. Select the Edit pencil for the item to be updated


Select the Edit pencil for the item to be updated



Info
Equipment records can also be accessed from the Equipment Overview in the Assets module. Once inside that item's Overview Record, click on Update Record


Equipment records can also be accessed from the Equipment Overview in the Assets module.  Once inside that item's Overview Record, click on Update Record



5. Data in the Info and Specifications tabs are able to be edited.


Info

Work Orders, Preventative Maintenance and the System Log are accessible as well.


Data in the Info and Specifications tabs are able to be edited.


6. Click on Save


Click on Save



Best Practices

Data Accuracy and Completeness:

  • Verify all information changes with official equipment documentation before saving
  • Update specifications immediately when equipment modifications are made
  • Cross-reference information with maintenance records and manufacturer documentation
  • Document the reason for significant specification or operational capability changes

Systematic Update Procedures:

  • Use filtering options to efficiently locate equipment requiring updates
  • Establish regular review schedules for equipment information accuracy
  • Coordinate information updates with maintenance activities and equipment modifications
  • Maintain consistency in data entry formats and terminology across equipment records

Related Information Management:

  • Utilize system log information to understand equipment history and performance patterns
  • Ensure equipment assignments and locations are updated when operational capabilities change

Troubleshooting & FAQs

Common Issues:

Q: I can't find the equipment item I need to edit. How can I locate it more efficiently? A: Use the Filter option to narrow down the equipment list by criteria such as equipment type, assignment location, or operational status.

Q: What's the difference between editing via Equipment List versus Equipment Overview? A: Both methods provide access to the same editing capabilities.

Q: Can I edit multiple equipment records at the same time? A: Each equipment record must be edited individually to ensure accuracy and prevent unintended changes to equipment specifications.

Q: I made a mistake in editing equipment information. Can I undo the changes? A: There's no automatic undo function, but you can re-edit the equipment record to correct any errors. Consider maintaining backup documentation of critical specifications.

Q: Do changes to equipment information affect historical records? A: Historical maintenance and operational records are typically preserved, but current specifications and capabilities are updated throughout the system.

Q: Who should have permission to edit equipment information? A: Editing permissions should typically be limited to administrative personnel, equipment managers, and supervisors responsible for equipment management.

Technical Issues:

  • If the Save function doesn't work, verify that all required fields are completed accurately
  • For problems accessing equipment records, check that you have appropriate permissions for equipment editing
  • Report persistent issues with the editing interface to your system administrator
  • Clear browser cache if experiencing display problems with equipment editing screens

Additional Considerations

Specification Change Documentation

Maintain documentation of significant equipment specification changes, including modification dates, reasons for changes, and approval information. This supports audit requirements and helps maintain accurate historical records of equipment capabilities and modifications.

System Log Utilization

The system log provides valuable historical information about equipment performance, maintenance activities, and operational issues. Use this information to inform equipment updates and identify patterns that may indicate needed specification or operational changes.

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