Add a material

Add a material

To save a new material, go to the Maternal Registry and click on the " buttonAdd a material".

The Matriel registration form opens.

It has 3 separate tabs:

-Tab of Mathematical Sheet'

Complete the different fields:
Fields marked with a * must be entered.

- Internal number: The internal number must be unique for each equipment.

- Designation: Internal appointment of equipment.

-Category/Family Family Family Family/S-Family: Lists to be set in the Settings Module.

- Section 'DescriptionTechnical information of the material:

o The information of the series number is mandatory.

- Section 'OperationsInformation related to the input/exit of equipment within the Corporation:

o Information of the date of entry is mandatory

- Section 'Assignment': Allows the assignment of material to a specific site and/or service.

- Section 'Detached species': Allows the fixed parts related to the equipment and the supplier and associated cost.

It is possible to insert one or more file(s) by clicking on the button

- Tab 'Preventive Maintenance' tab

This tab records the type(s) and frequency of preventive maintenance intervention(s) of the material being created. This will automatically plan these interventions in the register of interventions and in the maintenance schedule.

There are 2 types of preventive maintenance:

- Calendar Preventive maintenance (= frequency of temporal completion)

- Preventive maintenance Meter (= mileage frequency)


Click on the " button+ +" to display a recording block of a preventive maintenance procedure.

Complete the different fields:
Fields marked with a * must be entered.

- Type of intervention:

o Internal (by default): Generates the field 'Technician' allows to select the employee concerned (optional)

o External: Generate fields 'Suppliers' and 'Place'

-Nature intervention: List to be set in the Settings Module.

- Description intervention: Head of the intervention.

- Initiation: Planned date of first such intervention.

- Frequency: The frequency with which this type of intervention must be performed. (Day, month, year)

- Follow-up:

o Theme = If annual intervention planned on '15/01/2015' but carried out on '10/01/2019', THUR the next intervention will be planned on '15/01/2020'.

o Intervention = If annual intervention planned on '15/01/2015' but carried out on '10/01/2019', THUR the next intervention will be planned on '10/01/2020'.

- Reference document: Free field for listing the useful document(s) for material intervention.

- Dimensional statement: Allows a follow-up of the dimensional survey of the equipment

It is possible to insert one or more file(s) by clicking on the button


For the 'Preventive Maintenance Counter' section, complete the different fields:
Fields marked with a * must be entered.

The fields are similar to preventive maintenance Calendar with the exception of:

- Frequency: is expressed in unit of time (h) or distance travelled (km) based on what was selected in the Counter Unit field of the Operations section of the 'Material Sheet' tab.

- Medium. Use/Day & Unit: data fields included in field 'Average use / monthfrom section 'Operationsfrom the tab 'Material sheet'.


- Tab 'Next Counter'

This tab provides the possibility of meter tracking, i.e. tracking the use of equipment (number of hours of use, kilometres driven…) and energy consumption per period.

After completing this form, click on the " buttonValidate".

You then return to the material register where your new registration appears.


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