Add an Equipment Group (or an Audit or Checklist) to a Location

To add equipment to a Location:

  1. Click ‘Set Up’ in the Control Bar

  2. Under ‘Facility Set Up’ in the Page Tree, click ‘Manage Sites.’

  3. Select the location that the group is to be added to by drilling in to theColumn Filtering and then clicking the Location.

  4. Click the drop down in the ‘Add Equipment’  Function Button to reveal the ‘Add Equipment Group’ button and click it


  1. This reveals the ‘Pop Up’

  2. Either:

a). Start typing the name of the equipment. Suggestions will appear that exist in the equipment database. Click which one you wish to add. Or

b). Click open the Drop-Box in the Equipment Field by clicking anywhere in the Box. Use the arrow keys to scroll through the equipment in the Database. Hit return or click the appropriate equipment when found.

       7. Click ‘Add’ to add the entire Group.

a). Click Cancel to cancel.

NB. All equipment names will appear in the location as they are described in the Equipment Group. User can Edit the instance names, read here.