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By: Sree

Equipment Management in Odoo 14

Functional Odoo 14

Running an industry requires the maintenance of equipment. Every function in an organization or business is carried out with the help of equipment in the modern times. This makes it necessary to have proper planning for equipment maintenance. It is taking this situation into account that Odoo has introduced an application for equipment management. This application helps to sort out equipment, manage maintenance teams and create requests to carry out maintenance processes. It also helps to assign maintenance works to a team. In Short Odoo helps you to manage every activity involved in equipment maintenance and management.

Manage Equipment
Now we can install a maintenance module. 

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Now we can open this application to enter the dashboard.

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The maintenance dashboard is given above. Types of maintenance requests can be listed here. The requests are grouped in a way to easily manage the maintenance activities. This helps the user to easily assign the activities to different maintenance teams. 

Now we can check how to add equipment to the list. Go to Maintenance -> Equipments -> Machines and Tools for this

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In the equipment dashboard given we can find a list of equipment. This list helps to identify the equipment used by the organization. This could include every instrument and machine. The list can be viewed in two different formats- Kanban and List.

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This is the list view of the equipment

A user can easily add new equipment to the list using create option. 

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The details like the equipment name, category and the details of the person or department using the equipment can be added here. It also helps to add the details of the team responsible to maintain the machine and the name of the technician. If the machine is used in any work centre, the work centre name can also be added.  The user can also give product description, product information and maintenance details here.

The details of already created equipment can be edited or viewed by clicking on the instrument. I you want to edit click edit button. 

Maintenance Requests
We can create maintenance requests easily.  Go to Maintenance -> Maintenance -> Maintenance Requests.

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Here, we can find all maintenance requests listed and know the status of the requests. In the above image you see the Kanban view of requests.
Now we can check other views.

The list view

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Pivot view

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Graph

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Calendar
 
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A maintenance request can be found in different stages. Once the request is created it goes to New Requests. When the request gets assigned to a team and they start repair, it gets shifted to the In Progress stage. When the equipment is repaired the stage also changes to repaired. In some cases the equipment may be shifted to scrap and then it moves to the scrapped category. 

Now it’s the time to create a request

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I can add many details like title, created by equipment, responsible, maintenance team etc. 

Configure Maintenance Team

Go to Maintenance -> Configuration> Maintenance Team

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Already existing maintenance teams are listed here and new teams can be created here. 

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Configure Equipment Categories

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Here, we can find all existing equipment here. If we want to take a look at the details click on the equipment.

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If you need any assistance in odoo, we are online, please chat with us.


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