PMS
Equipmentimport { Callout, Steps } from ‘nextra/components’
Add Equipment
Goal: Register a new piece of equipment in the PMS, so it can be linked to maintenance tasks, rounds, and measurement tracking.
Before you start
- You must have permission to create equipment. If you don’t see the Create button, ask your fleet administrator.
- The equipment model (make and manufacturer) must already exist. See Add an Equipment Model if it doesn’t.
- Have ready: equipment name, serial number, location on board, and category.
Steps
Open the Equipment list
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From the main navigation, open PMS.
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In the sub-navigation, select Equipments.
The list shows all registered equipment with columns: Code, Name, Manufacturer, Model, Serial Number, Location, and Critical flag.
[PLACEHOLDER: screenshot — Equipment list with existing entries]
Start creating new equipment
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Click Create.
The creation wizard opens. It is divided into two steps: Identity and Details.
Step 1 — Identity
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Enter the equipment Name (required).
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In the Equipment Model field, search for and select the model (required).
[PLACEHOLDER: screenshot — Identity step with Name and Equipment Model fields]
If you need to create a new model on the fly, click the **+** button next to the Equipment Model field. Fill in the model name and manufacturer in the modal that opens, then click Save to return to this form. -
Click Next to move to the Details step.
Step 2 — Details
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Select the Category from the list (required). Categories are configured by your administrator.
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Optionally fill in:
Field Description Code Internal reference code for the equipment Serial Number Manufacturer’s serial number Location Where the equipment is physically located on board Description Free-text description Notes Any additional notes Department Department responsible for this equipment Tags Keywords for filtering and grouping -
Upload an image of the equipment if available.
[PLACEHOLDER: screenshot — Details step with category selected and optional fields]
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Attach any relevant documents — manuals, certificates, technical drawings — using the file uploader at the bottom of the form.
Save
- Click Save.
Result
The equipment is registered and appears in the Equipment list. You can now:
- Link it to maintenance tasks (see Create a Task)
- Set up measurement tracking on it (see Set Up Equipment Measures)
- Include it in inspection rounds (see Create a Round)
Attach documents to equipment
After saving, you can attach documents — manuals, service bulletins, certificates, technical drawings — directly to the equipment record.
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Open the equipment from the list by clicking its row.
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Scroll to the Documents section (or open the Documents tab).
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Click Upload to attach a new file.
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Fill in the document details:
Field Description File The document file to attach Expiry Date Optional — set if the document has a validity date (e.g. a certificate) [PLACEHOLDER: screenshot — Equipment Documents tab showing attached files with name, uploaded by, date, and expiry]
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Click Save.
Attached documents are visible to anyone with access to the equipment record. Click a document row to preview it, or use the delete button to remove it if you have the required permission.