table of contents



When to create Equipment

The Equipment is intended to be a physical asset that is assigned to an Owner/User. Create an Equipment if:

  • It is to be used in more than one Turnarounds

  • Something you need to track Activities for completion (Inspection, Maintenance, Report, etc..)



Data attributes of the Equipment

  1. Active (True/False, Not Required, Default is True)

  2. Equipment Id (Text, Required, 150 characters)

  3. Description (Text, Not Required, 150 characters)

  4. Owner/User (Fixed, chosen when adding Equipment)

  5. Site (Text, Not Required, 150 characters)

  6. Area (Text, Not Required, 150 characters)

  7. Category (Text, Required, 150 characters) - NOTE: Used to create tabs in the Wall Chart (Drum, Pipe, PSV, etc..)

  8. Sub Category (Text, Not Required, 150 characters)



Dependency steps prior to creating Equipment

  1. You must have access to the application.

  2. The Owner/User the Equipment is to be assigned too must already be created.



Information tracked on the Equipment overtime

The application will track what Turnarounds the Equipment was part of, but also the Work Requests that were identified in the various Turnarounds.

See below screen samples of the Equipment data attributes, Turnarounds, and Work Requests of a piece of Equipment.



Steps to create Equipment

Follow the below steps to create a new Equipment.

Select the Administrator Tile

Select the Equipment Card

Click the “+” button and add the required fields of Equipment Name, Owner/User, Site, and Category

NOTE: The Owner/User will need to be created before adding the Equipment.


The new Equipment is shown for editing