How to Add and Manage Equipment | Scribe

    How to Add and Manage Equipment

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      HEI Users must have the HEI Resource Manager role assigned to access the steps demonstrated in this guide. \ \ See [User Authorization and How to Manage Users](https://scribehow.com/shared/How_to_Manage_Users_and_Create_a_New_User__tG3i3WotQxyWjTJv11rfmQ#6cfe628e) for more information.

      Add Equipment

      1
      Click "Facilities" under "Resources"
      2
      Click "Equipment" in the "Actions" column to add a piece of equipment under a specific facility. Please note: Equipment is always affiliated with at least one facility.
      3
      Provide the following information about the equipment: - Short description (name of equipment) - Make or brand - Located in section or laboratory - Model/variation - Manufacturer part number
      4
      Click "Next"
      5
      Use the dropdowns to select the equipment's [UNSPSC](https://scribehow.com/shared/OCIP_Taxonomies__gqJ9GM1EQimMiM96He_bug#8deccefd) code.
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      The UNSPSC code is used to match facilities with projects. Equipment profiles with all 4 levels of UNSPSC will rank higher in the matching algorithm.
      6
      Use the "Equipment Functions" field to provide a short description of the equipment’s purpose. Use the "Equipment Notes" field to add additional notes.
      7
      Click "Next"
      8
      Provide the following information about the equipment: - Number of units available - Hourly unit cost - Check the box if an operator is included in the hourly unit cost - Check the box if supplies/materials are included in the hourly unit cost - Check the Enable flag to make the equipment available to users on the platform
      9
      Choose the Visibility type, which indicates who has access to view information about this expert. Your options are as follows: - Own Users Only: only users from this HEI can see it. - Own Users and OCIP Staff: only users with OCIP roles can see it. - All Portal Users: any logged in user may see it as a search result. - Public: anybody can see it, including unauthenticated users and external applications.
      10
      Click "Save"

      How to Add Equipment via Facilities Management

      11
      Click "Facilities" under "Resources"
      12
      Click "Manage" in the "Actions" column.
      13
      Click "Add"
      14
      Click "Equipment"

      Update or Edit Equipment Details

      15
      Click "Equipment" under "Resources"