Equipment Tracking

(EquipTrack.exe) This program will track equipment using a variety of functions to identify the item. Click on the New icon, CTRL+N or File then New and the Equipment Information tab displays. Enter the Material Code or use the lookup, enter the Sub No., Sub Class, and the Description will fill in. Enter Class, Equipment Tracking Device and Equipment Tracking Status using the drop down. On the Header tab information for all items can be accessed by selecting Class, Device and Status field using the drop down based on the criteria selected. When utilizing the Equipment Class field, users may be limited to what classes that are viewed by a System Option, Use User to Equipment Class, in the Inventory module. When set Y Yes), users must be assigned to an Equipment Class in the Users to Equipment Class program.

On the Equipment Information tab, enter Model, Serial Number or use the lookup, Asset Number or use the lookup, Control Number or use the lookup, Lot Number and Date Expired. The Purchase Order, Line Number, Date Received, Unit Cost, Receiver Username, Manufacturer and Vendor information will display from the receipt. Invoice information will display if available. Location may be selected by using the drop down to choose the Entity, and in the field below it enter or use the lookup to access the Department number or Department description. A Preventive Maintenance Date may be entered as well. When complete, click on File then Save, CTRL+S or the Save icon to save.

On the Events tab, specific Event Types may be selected for display by using the drop down in the Displayed Event Types. These can be built in the Equipment Event Type Master File.

On the Check In/Out tab, 3 icons will display on the Toolbar: Check In, Check Out and Take Equipment Out of Service. Select or enter the Material Code or Sub No. of the item being accessed and the Sub Class and Description fills in , and then choose the preferred icon. The Check Out and Take Equipment Out of Service icons will allow the user to enter pertinent information (Unit (Nursing Unit where it is located), Room, Expected Return Date, Entity, Department, Name , Phone, E-mail and Pager) via a popup box. After entering the information press Yes to fill in the center of the tab with that information. If you want to check an item back in, select the line or item and click on the Check In icon, a Confirm box appears with the Material Code and Sub No. listed. Answer Yes to check it back in. This will mark the In/Out column as In.

On the Schedule tab, a grid displays with the current week, to allow the user to select the date range to display in the calendar of the item being scheduled. There is a drop down field "Week Of" to allow the user to change the calendar date range viewed on the screen. There are also 4 arrow fields that will change the calendar display. The left blue arrow goes back 28 days. The left red arrow goes back 7 days. The right red arrow goes forward 7 days. The right blue arrow goes forward 28 days. To enter a schedule date and time to the grid, enter the Material Code or Sub No, or use the lookup. Select the range by clicking in the date and time and then scrolling up or down to cover the entire period of use. The color will display in blue. Right click the mouse, an Add to Schedule box appears, click on it, and then a Schedule Equipment field will display. Enter the Name of the scheduler and click OK. The Name will display in the grid with the Scheduled color as selected under Tools in the Schedule Options. Schedule Options allows the user to choose the Time Format and Colors used in the schedule grid. Under the Time Format, the user may choose either a 12 or 24 hour selection and when to Start and End the Active Hours. Colors may be selected using a drop down for Scheduled, Background, Non-Active Hours and Active Hours.

A User Defined tab may be utilized to enter information relating to this program. There are System Options relating to adding the user defined fields, User Equipment Track number 1 through 10, and User Equipment Track Tab, for setting the caption for the user defined fields. Both of these System Options reside in the User Defined module.

Under Tools, may select to Scan Item or F6, this will open a Scan Equipment screen.

Also under Tools, may Download Scanner, this will open a Download Scanner process, set the Com Port.

May scan documents by selecting File in the Applications menu and then View/Scan Equipment or the Scan Image icon. (see Scanning a Document)