Before you begin
Version: v5 Equipment
Plans: All.
Permissions: Administrators or users with the Asset and Assets page permissions can view, edit, and add new equipment.
In this article:
Manually add equipment
You can add assets individually in Fiix, or bulk import from a spreadsheet. Manually adding gives more flexibility, but takes longer.
Your equipment assets can consist of any equipment at any of your facilities, such as air compressors, forklifts, and generators. You can also create equipment records for component parts of other equipment, and then nest them in the hierarchy to indicate their parent/child relationship.
To create an equipment asset:
- Navigate to Assets > All Assets.
- Click New.
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Click Equipment or Machines:
- Enter a name for the equipment.
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Choose the location of the equipment:
- If the equipment is part of another piece of equipment, select This Equipment is part of, and then select the parent equipment asset from the drop-down list.
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If the equipment is not part of another piece of equipment, select This Equipment is located at, and then select the equipment's location from the drop-down list:
- Fill in all relevant details for the equipment. For a full list of fields and what they mean, see Equipment details and fillable fields summary.
- Click Save.
Import equipment from a spreadsheet
Instead of manually adding equipment individually, you can import this data from a spreadsheet saved as a CSV file. The spreadsheet should have headers matching the fields in Fiix:
Bulk import details table
Use our premade template with additional tips and instructions at Bulk Import Assets, or create your own using this table. Once you've made the spreadsheet, save the file as a CSV to import to Fiix.
| Spreadsheet header and Fiix data field | Details | Example |
|---|---|---|
| Asset name (required) | Can be facility, equipment, tool, or parts. |
Fiix factory main building
|
| Asset code (required) | Every asset in Fiix needs a unique code identifier. | F-MB |
| Category |
You can add additional categories to better sort your data, or use Fiix's default categories:
|
Locations and facilities |
| Location code |
We suggest leaving this field blank for your first import. For more details on location codes, see the template available in Bulk import assets. |
S01-B03-L3 |
| Asset description | Describe the asset if necessary. | Fiix's main factory building |
| Make | The brand that makes the asset. | Belts Inc. |
| Model | The brand's name of the asset. | Belt Conveyor 3000 |
| Serial number | The brand's unique serial number for the asset. | BC-3000-394VC |
| Charge department code | We suggest leaving this blank if you haven't already added charge departments to your CMMS. | Maintenance |
| Account code | We suggest leaving this blank for your first import. | |
| Supplier/Manufacturer name |
The brand where you sourced the asset, or have an ongoing trade relationship with for this asset. We suggest leaving this blank if you haven't added any businesses to your CMMS. |
Global Industrial |
| Supplier/Manufacturer number |
The unique code that the supplier or manufacturer gives to the asset. We suggest leaving this blank if you haven't added any businesses to your CMMS. |
BC3000 |
| Notes | Any notes about the asset. We suggest leaving this blank for your first import. | Handle with care. |
| Unspc code | The UNSPSC code is an internationally-recognized standardized code for goods and services. | 24101715 |
| Barcode |
The barcode is scanned onsite for Fiix mobile users, bringing up the asset on their device. We suggest leaving this blank for your first import, as this data should match the barcode formats assigned to categories added to Fiix. |
|
| Facility latitude | Use for facilities and locations, or for other assets that are located somewhere different than their parent. | 43.65 |
| Facility longitude | Use for facilities and locations, or for other assets that are located somewhere different than their parent. | -79.44 |
| Facility street address | Use for facilities and locations, or for other assets that are located somewhere different than their parent. | 40 Hanna Ave. |
| Facility city | Use for facilities and locations, or for other assets that are located somewhere different than their parent. | Toronto |
| Facility postal code | Use for facilities and locations, or for other assets that are located somewhere different than their parent. | M6R2J5 |
| Facility province | Use for facilities and locations, or for other assets that are located somewhere different than their parent. | Ontario |
| Facility country | This field must match the drop-down options available in Fiix. Ensure your country is spelled correctly. | Canada |
| User/User group/Personnel code | We suggest leaving this blank if you haven't added any users, user groups, or personnel to Fiix yet. | Technicians |
| Calibration needed | Only applicable to tools, and only in CMMS with rotating assets functionality. | True/False |
| Aisle | The aisle where the equipment or tool can be located. | Tool rack |
| Row | The row where the equipment or tool can be located. | 2 |
| Bin | The bin where the equipment or tool can be located. | 2B |