Monitor inventory

Learn how to monitor the inventory of equipment in use at your facility in the Equipment view.

1. On the menu bar, click Equipment and then look at the default view or select another view from the Other views list.

   Consult the Equipment view data dictionary for details of the default column filters applied to the selected view.

2. In the grid, locate or search for equipment types whose inventory details you want to view using values in the desired columns, for example:
   • Classification^{[ regional availability]}
   • Contract number/type
   • Description
   • Equipment ID
   • Manufacturer^{[ regional availability]}
   • Modality
   • Model
   • Owning department^{[ regional availability]}
   • Serial Number
   • Using department^{[ regional availability]}
   Note: In some regions, contract lines are not displayed for canceled contracts.^{[ regional availability]}
3. Sort column data in ascending or descending order according to your preferences.
4. Filter column data for equipment attributes in addition to the default column filters for the selected view to further narrow the data, for example:
   • Availability
   • Cost center^{[ regional availability]}
   • Coverage^{[ regional availability]}
   • Coverage end^{[ regional availability]}
   • Coverage start^{[ regional availability]}
   • Current year contract uptime (%)^{*, [ regional availability]}
   • End of service life^{[ regional availability]}
   • Facility
   • Facility ID
   • Last update
   • Life cycle status
   • Next PM
   • Open service requests
   • Production start year
   • Risk level^{[ regional availability]}
   • Source system
   • Uptime calculated from^{*, [ regional availability]}
   • Warranty expiration
   Note: For uptime columns marked with an asterisk (*), a value is displayed only for assets that have current active contract or warranty coverage.
   

   If no results are returned, clear the filters specified above.

   Tip: You can download the returned equipment list or save a custom view of it (for example, Biomed equipment in my dept).
5. Display the Details panel for the equipment as described in topic Inspect record details in a view and view details in the following tabs:
   • Activity tab:
     • Service activity associated with the Equipment ID
     • Status filter
     • Type filter
   • Overview tab:
     • Financial
     • History
     • Identification
     • Maintenance
     • Model
     • Uptime
   
   Tip: You may need to click the gray chevron next to a heading to expand a section in a tab.
6. In the Activity tab, click an SR entry to display an additional Details panel and view the following tabs:
   • Part
   • Service request
     • Equipment
     • History
     • Service request
   • Task
     • Action
     • Time debrief
   

   For details on the contents of these Details panels, see topic Consult the Equipment view data dictionary.

7. If desired, Download view data for audit to provide a printout of the data from this view.