The equipment area of Centrik can be utilised as an asset management tool for an organisation. If you have items of equipment that need to be labelled, maintained, and any defects recorded then you can do this within this area.
Clicking on the Equipment module icon directs you to the equipment landing page, it is possible to create multiple subsystems, however this task can only be actioned via the Centrik Support team.
Personal Equipment Status – An area that displays my equipment defects, those that have been raised, allocated, or deferred to me.
Overall Equipment Status – A List of your equipment by Class
Equipment Search – The ability to quickly search for a piece of equipment
Configure Equipment – The ability to create equipment classes and types, if you are using multiple subsystems, this area will be displayed on a separate page (under Config)
Adding Equipment
Adding equipment follows a hierarchy process, the highest of these is the Equipment Class, it is the equipment class that creates the buttons on the equipment landing page. Once a class has been defined you are able to create Equipment Types, types of equipment that sit within a class. Once a Class and a Type have been created, and configured you are able to enter in individual pieces of equipment.
As an example, I create the equipment class Aircraft, and within this class I am able to create different equipment types of aircraft, such as A320, B737 etc.
Equipment Class - Editing an existing Equipment Class
1. Navigate to the Configure Equipment area of the landing page, or via the Config tab if using multiple subsystems
2. Click on the ‘Edit Equipment Classes’ button
The screen will display the current classes of equipment on your system.
You can edit the naming of the classes (the buttons on your summary page).
3. Click on the ‘Edit’ button
4. Type in a new class name
5. Click on the ‘Save’ button.
You can also adjust the order of the buttons whilst in Edit mode, using the double ended arrow to move the classes round. Clicking on the 'Save' button will lock in these positions.
Equipment Class - Adding New Equipment Class
1. Navigate to the Configure Equipment area of the landing page, or via the Config tab if using multiple subsystems
2. Click on the ‘Edit Equipment Classes’ button
3. Click on the ‘Add Equipment Classes’ button
4. In the available boxes, type in the equipment class name
5. Click on the ‘Save’ button
Once a class has been created you are able to create and edit different areas within that class. To do this hover over the Name of the class, a golden glow will appear around it, this will allow you to alter the areas within this class.
6. Click on the created class when it is highlighted, or glowing gold
There are various options available within this section, adding, selecting items, and changing terminology within the class will make these fields/areas available for items added to this class.
Class Details – Allows you to select areas that you want to record against this class of equipment. As an example, for the class Aircraft you might want to record Operational Cycles and times, Block Time, Passengers, and schedule checks. Whereas for the class IT equipment this might not be required. If you want to include checks of any kind plus the ability to record, and track defects then you will need to ensure that the Defects checkbox, and the Scheduled Checks areas are selected.
To select an item.
1. Click on the ‘Edit’ button
2. Select the box required (it will turn blue in colour)
3. Click on the ‘Save’ button
Data Fields – The ability to add in areas of your choosing, as an example if you wanted to capture a serial number, asset number, or location for each item of equipment that is added.
To add a data field.
1. Click on the ‘Add’ button within the Data Field section
2. Enter in the name for the required field
3. Click on the ‘Save’ button
Categories – This area is designated for UAS, or Maritime clients, if your organisation is not one of these types of organisations you can disregard this area.
To select an item.
1. Click on the ‘Edit’ button
2. Select the box required (it will turn blue in colour)
3. Click on the ‘Save’ button
Terminology – The ability to alter the terminology based on the class
1. Click on the ‘Edit’ button
2. Amend the available areas
3. Click on the ‘Save’ button
Subsystems – If there are multiple subsystems on your site then these will be listed within this section, if there is a singular subsystem it will be titled Equipment, a checkbox/s needs to be selected for the class to be displayed on the equipment landing page, and in the correct area, even for single subsystem sites this is required.
1. Click on the ‘Edit’ button
2. Select the check box
3. Click on the ‘Save’ button
Equipment Types
Once the equipment class has been created you can add in different types of equipment to that class.
1. Click on the ‘Edit Equipment Types’ button
Any existing types within the system will be displayed.
2. Click on the ‘+ Add Equipment Type’ button
3. Add in the Name for this type
4. Select the class of equipment that this type relates to from the dropdown list
5. Choose if this type has fuel tanks
6. Data fields, some fields will be automatically created for you, you are able to overwrite these if required or add in additional fields by using the ‘Add’ button. To move an item in the list, use the double ended arrow, to remove an item use the ‘X’ button. To make an item mandatory, select the checkbox
7. Under the other consumables section, you are able to add in items such as oil, click on the ‘Add’ button to add these in alongside its capacity and volume
8. Click on the ‘Save’ button
Once the name of this type, the equipment class that this type sits under alongside the data fields and any fuel tanks, and consumables has been created you can add in some checks to this type of equipment. These checks will be added to each equipment item added of this type.
This is achieved within the Periodic Checks area, and the In-Service Check area.
Periodic Checks – Those checks that occur at periodic intervals, such as annually, monthly, or weekly, as an example
In-Service Checks – These checks occur every time this piece of equipment is used
Equipment Checks
Periodic Checks
Periodic Checks - Those checks that occur after a set period of time
1. Within the Periodic Checks section, click on the ‘Add’ button
2. Enter a name for the check within the ‘Name’ area
3. In the ‘Expires After..’ area enter in a numerical time period for this check to expire and select a value from the dropdown lists available
4. In the ‘Warning After..’ enter in a numerical time value for an alert warning prior to this check expiring
5. Click on the ‘Save’ button
Upon saving an Add button is available under the ‘Items’ area (prior to saving this would read as ‘Edit’)
6. Click on the ‘Add’ button under the Items area
7. Click on the ‘Edit’ button
8. Select the Possible Answers from the dropdown list selectable, these answers will be the default for this periodic check
9. Click on the ‘Add Heading’ or ‘Add Item’ button
Add Heading – will allow you to split items under different heading titles, you are not able to mark a heading as being completed, or add a defect to it
Add Item – these are the checks that you want to be carried out, you can mark items as per the dropdown list for possible answers and associated defects to each item listed
You are also able to change from the defaulted answer (if required) for each individual item created.
10. Select the checkbox of the subsystem that this check relates to, this must be checked even when using a single subsystem (as shown)
11. Click on the ‘Save’ button
As items are listed, they are assigned a number in the ‘#’ column, if using items only this will be a whole number, if using headings and items this will be a decimal number. You can move items using the double ended arrow and remove items using the ‘X’ button. If you move any items or remove items then pressing the ‘Renumber’ button will correct the number ordering for you.
The area ‘Record Value’ can be used when using a tasking style checklist (configured by Centrik)
In-Service Checks
In-Service Checks - Checks that occur when this piece of equipment is being used, first time of the day, before each use, after each use, at the end of the day.
1. Within the In-Service Checks area, click on the ‘Add’ button
2. Enter a name for the check in the Name box
3. Select the ‘Trigger’ from the dropdown (if the trigger says deleted, check in the class settings that daily checks has been selected)
4. Under the ‘Items’ section, click on the ‘Add’ button
5. Click on the ‘Edit’ button
6. Select the Possible Answers from the dropdown list selectable, these answers will be the default for this periodic check
7. Click on the ‘Add Heading’ or ‘Add Item’ button
Add Heading – will allow you to split items under different heading titles, you are not able to mark a heading as being completed, or add a defect to it
Add Item – these are the checks that you want to be carried out, you can mark items as per the dropdown list for possible answers and associated defects to each item listed
You are also able to change from the defaulted answer (if required) for each individual item created.
8. Select the checkbox of the subsystem that this check relates to, this has to be checked even when using a single subsystem (as shown)
9. Click on the ‘Save’ button
Recordable Values
Recordable Values – This area is available if you wish to create a blank box that can be completed with a value against a check list item. It is only available when using a specific checklist style (configured by Centrik)
1. Within the Recordable Values area, click on the ‘Add’ button
2. Enter in a name for your recordable value, as an example, Tyre pressure, Mileage, or Fuel level
3. Click on the ‘Save’ button
4. Within either the Periodic checks area or the In-service checks area, click on the ‘Edit’ button under the Items area
5. Create an item that is associated to the recordable value by clicking on the ‘Add Item’ button, or associate to an existing item by clicking on the ‘edit’ button
6. Under Record Value select the created Recordable value that is associated to the item
7. Click on the ‘Save’ button
When you have created and configured your classes of equipment, the types, and all associated checks you are ready to add in your specific pieces of equipment and start building a list of your assets.