How To Use Equipment Management In Odoo ?

Business always has a variety of equipment for various functionality, It is very important to manage and maintain each equipment. 

In Odoo Maintenance module is to track the equipment and easy to handle maintenance of the equipment. In this module, You can define Maintenance teams, Equipment, Equipment Categories and Maintenance stages.

Now, Let’s check how to manage equipment in Odoo.

First step is to install the Maintenance Module in your database. 

Odoo Maintenance Module 

Now go to the Maintenance Module and you can see the maintenance dashboard with the maintenance team and check the status of each team from Dashboard.

Now Go to Maintenance → Configurations

You can define the 

• Maintenance Team
• Equipment Categories
• Maintenance stages
• Activity Types. 

Maintenance Teams

Now Go to Maintenance → Configurations → Maintenance Team

You can provide the name of the Maintenance Team, While requesting a new maintenance you can define the name and team members for that Maintenance Team.
 

Maintenance Team

Equipment Categories

Now Go to Maintenance → Configurations → Equipment Categories

You can create new categories of equipment with filling some data likes Category Name, Responsible, Company etc
 

Equipment Categories

Maintenance Stages

Now Go to Maintenance → Configurations → Maintenance Stages

You can define different stages of your maintenance request based on your specific requirements. i.e Once you create a maintenance request it passes through various stages like New Request, In Progress, Repaired, Scrap.

 

Maintenance Stages

You can create new equipment for the department or Employee,

Go to Maintenance → Equipments → Machines & Tools
.

 

Create Equipments

You can fill details like Equipment Name, Equipment Category, Company, Used By Department OR Employee OR Other, Maintenance Team, Technician, Assigned Date, Product Information, Maintenance details and description etc

Create Equipment For Maintenance

Create Maintenance Requests

You can create a Maintenance request for the equipment, 

Go to Maintenance → Maintenance → Maintenance Requests

Create Maintenance For Equipments

You can check kanban view of Maintenance request and check the different stages like New Request, In Progress, Repaired, Scrap etc

Kanban View For Maintenance Request