Adding Equipment 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 equipment is to be added to by drilling in to theColumn Filtering and then clicking the Location.

  4. Click  


  5. 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.

    • If the equipment is not there, you may need to add new equipment and its questions to the database.

Note – Some equipment have prefixes, such as ‘Fire Safety – Call Point,’ and ‘Fire Safety – Fire Extinguishers.’ This is to keep similar equipment together in the list as it sorts alphabetically.

  1. Change the Instance name to the required instance of the equipment in that location.

  • For example, if a CO2 Fire Extinguisher with the ID number 21 was being added to the Location named ‘Reception,’ follow steps 1 to 6 above and then in the Instance Name field, the name could be something like ‘Extinguisher – CO2 – 21.’

Note – the Instance names are what are used to identify equipment in Test Templates

  1. If you are adding more than one piece of equipment to the location, click the ‘Add Another’ checkbox and go to section 9 below.

  2. Click ‘Save’ to save the changes. Click ‘Cancel’ to cancel. The Pop up will remain open if the Add Another checkbox is checked and ‘Save’ is clicked.

  3. Add another location (if required) by repeating sections 1 to 7.