Equipment

Equipment Webinar

The video below feature expert insights, real-world examples, and best practices from our recent webinar series:

Workflow

1. When subscribed to QBench's QMS module, you can manage your equipment with the click of a button. This is tracked under Equipment. First click QMS, then Equipment and either All or +New Equipment. 
   
   
2. Equipment is added by clicking +New Equipment. You can list details and create equipment by clicking Save at the bottom of the page. You can also customize information you want to track for your equipment. See Fields and Data Types. 
   • Note: you must include a name in order to create a new piece of equipment.
3. By clicking on the All tab, you can access all equipment you’ve added to the inventory.  This allows you to see overdue maintenance or disposal dates. You can also check the location of a piece of equipment and whether it is in service, out of service, retired, or a backup. 
   
   
   
4. You can export equipment information into a .xlsx file by clicking the button shown below. You must then choose to download selected equipment or all equipment. See also Exporting and Importing.
   
   
   
5. Clicking on the name of any piece of equipment brings you to a new page with equipment Details. You can add or change any information here, if you so desire.  
6. You can also track the maintenance schedule for that piece of equipment. Click on the tab immediately to the right of the details tab, titled Records. Here, you can add new  schedules for your equipment. To do this, click +Add Schedule.
   • New schedules can be added via the gear icon on the All page. See also Configuring Dropdown Menu Options.
     
     
     
   • You can then choose an initial due date for the new schedule. After this has been completed, QBench will automatically update according to the scheduled due date (yearly, monthly, etc.) when a new record has been made.
     
     
7. If a check has been completed, click on the Records tab for that equipment, select the completed tab, and click +Create Record. 
   
   
   
8. A new window will pop up where you can add completion date, notes, or files. To submit the equipment record, click Submit. 
   
   
9. You can also add new schedule records by clicking the check box next to the piece of equipment and clicking the Action button above. 
   
   
   
10. When making a record here, you must also choose the schedule it is for. This schedule will update a new due date according to the previously established timetable.
    
    
    
11. The action button can also add a new schedule by clicking +New Schedule. This will let you add a previously made schedule and an initial due date. Note that you cannot make a new schedule here, this must be done from the 'gear' configuration page.
    
    
12. You can also view the Usage of that piece of equipment. This can be added in the Test page (see also: Tests.)
    
    
13. The next tab is the Comments tab. This is for internal comments for equipment within the lab. 
14. After this is Attachments, where you can add files and and documents. You can also list notes or choose a new file name. When a file is selected, click the Upload button
15. After you click Upload, other users will then be able to download this file by clicking the downward pointing arrow.
    
    
    
16. You can also delete this attachment by clicking on the garbage can icon next to the arrow. Note that you must confirm deletion in order to remove an attachment.