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Equipment

Equipment is any physical object or asset that needs to be referenced by an Event for tracking.

Below are the Guidelines for Equipment

  • ACT Users (division level) and ACT Power or Super Users can view, create and maintain equipment using the Settings > Equipment section.
  • The ability to view equipment in divisions outside of a user's default division is determined by organization permissions.
  • Users can link equipment to a document such as an equipment specification sheet or drawing using the network URL.
  • If an external document is added to an Event, the equipment name on the Event summary will link to the document under the equipment affected section. This allows users working on the assigned ACT tasks to view the equipment details before completing the task.
  • Typically, long lists of equipment can be imported by the Frontline technical support team through a provided excel template.
  • There is no limit to the number of equipment pieces that can be created for a division.
  • The equipment list that is created or imported is shared between the MOC and ACT module, any changes made in one module will be reflected in both modules' equipment list, allowing for easy maintenance of the equipment list for administrators.
  • Best Practice is to maintain consistency with current naming convention.
Equipment Examples: Finishing Tower, Reactor Feed Preheater, #2 Silo.

Equipment Code Examples: T-5501, E-100. 565-R-D-K-TK2K.

How to Create Equipment

  1. Navigate to ACT > Settings > Equipment
  2. Select New on the toolbar
  3. Enter the Title for piece of equipment.
  4. Enter the Equipment Code for the piece of equipment.
  5. Description is an optional field that can be used to further describe the piece of equipment. Enter a description, if necessary.
  6. Specification is an optional field. Add additional specification information, if necessary.
  7. To add a link to a specification sheet or drawing, select Choose File then navigate to the file and select Open.
  8. Ensure Company, and Division are correct.
  9. Ensure Active is checked, making the new piece of equipment available for use once completed.
  10. Modify the Active and Inactive dates, if necessary.
  11. Select Save on the toolbar.

Effective the active date the piece of equipment will be available to for users to select. Effective the inactive date the piece of equipment will be unavailable for users to select.

How to Update Equipment

  1. Navigate to ACT > Settings > Equipment
  2. To search for a specific piece of equipment, enter the first few characters of the Title or the Equipment Code. Then scroll to the piece of equipment that needs to be updated.
  3. Select the Title of the equipment to be updated.
  4. Modify the fields that need to be changed.
  5. Select Update on the toolbar to update the piece of equipment with the modifications that were made on the Equipment Information form.