Configuring Equipment Forms

This article explains how to configure Equipment forms post centralization, where you have the ability to set up both project and company fields. 

• Note: In order to create Equipment and the Equipment Enrollment Form, we first need to set up the Licences. If not already completed, see Administration > Creating and Managing Licences

Instructions

To configure Equipment Forms

1. Log into HammerTech
2. Select Administration from the left hand menu
3. Select Equipment Types
4. Select the '+' button in the top right hand corner of the screen
5. Enter in the 'Name' field the equipment type name / description i.e. 'Forklift'
6. Select the appropriate Equipment Category from the drop down list (if this is set up in your system)
7. Select Can Import to other project(s)? to allow the equipment to be imported between projects
8. Select Are workers that are not explicitly authorized as operators allowed to inspect? to allow workers to Inspect if they don't have the appropriate license type associated with the equipment.  
9. Select an Image for the equipment
   Note: Multiple images can be uploaded.
   

Equipment Checklist Explained

The 'checklist' is associated with the Equipment Type, which will be used by the individual that is inducting the equipment onto the site / premises. The HammerTech system will require users to mark each item as ‘Yes’, 'No', or ‘N/A’ when inducting the equipment, with additional notes required for any items marked as ‘No’. List out the checks required ensuring the items are one per line. The Checklist Items box can be expanded by dragging the box from the bottom right hand corner.

• Note: Entering a # at the beginning of a line will make it text only with no 'Applicable' or 'Not Applicable' option, and can be used to include headings or section breaks

Company and Project Level Custom Fields Explained

When adding custom fields, you have the option of adding them as Company level fields, or Project level fields.

• Company Custom Fields would be fields you want to be carried across to whatever project they are being imported into without needing the same data to be re-entered. For example, service dates, or log books/some non-project specific documentation associated with the plant. These will appear in the Equipment Details section at the top of the form below the standard System fields (see below).

  Certain system fields will automatically be company wide: Hire Company, Make & Model, Registration / Plant number, Serial Number, and Servicing Dates.

• Project level Custom Fields are fields that will need new data entered in per project, e.g sign off fields or project specific documentation. These will appear in the Project Specific Equipment Details section below the Company wide details on the enrollment forms (see image below).

Add a Custom Field

• 1. Select the Add Field button to create a new field
  2. Enter in a description of the field in the Field Name text box
  3. Select from the drop-down menu, the method you wish the user to respond
  4. Then decide whether or not the field is compulsory, where unless completed by the user, they will be unable to submit the form
  5. See Main Contractor FAQs - Custom Fields Explained for further details on Custom Fields.

 

Finalising the Equipment Form

1. Add in custom fields until you satisfy your businesses requirements for plant enrollment forms
2. Select each of the Licences that are required in order to operate this Equipment (this will be putting a check in place on the Equipment Enrollment form to ensure only valid individuals are able to be assigned to the Equipment).
   If no license type is selected, and "Are workers that are not explicitly authorized as operators allowed to inspect? has been selected, workers who do not have the relevant license type on their profile can Inspect the equipment.
3. Select Create

The Equipment will now appear in the list of Equipment Types in alphabetical order.