Managing Equipment Records

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This article explains how to add, update, and archive equipment records in Buildend.

Table of Contents

Overview

Equipment records are managed from the Equipment page and are used to maintain accurate operational asset information across your organization.

Training Video

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Adding Equipment

Step-by-Step Guide

  1. Navigate to the Equipment page
  2. Click Add Equipment
  3. Enter the equipment details
  4. Click Save

⚫ Note: Equipment Makes and Categories are managed by your organization. If an option is missing, contact your Buildend Administrator.

Updating an Equipment Record

Step-by-Step Guide

  1. Navigate to the Equipment page
  2. Locate the equipment record you want to update
  3. In the top-left corner, open the ellipsis (⋯) menu and select Update Equipment.
  4. Edit the required fields
  5. Click Save

⚠️ Note: Equipment scheduling assignments and exceptions are managed separately. See the separate article for details.

Archiving Equipment

Step-by-Step Guide

  1. Navigate to the Equipment page
  2. Locate the equipment record you want to update
  3. In the top-left corner, open the ellipsis (⋯) menu and select Archive Equipment.

Archived equipment remains in the system for historical reference but is no longer active for operational use.

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