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How to register a new hoist, swing stage or other equipment installation

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How to register a new hoist, swing stage or other equipment installation. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open Hoists & equipment and press New install.
  2. Choose the Equipment type and the Job (both required). Leave Install # blank to auto-number (EQ-xxx).
  3. Set the Status (Planned, Installed, In Service...), install/removal dates, Rated capacity (lbs) and Height / drop (ft).
  4. Select the Serialized assets (hoist or motor serial numbers; hold Ctrl / Cmd for several) and the Authorized operators.
  5. Fill Next inspection due, Last load test, Certificate expiry, the optional Wind limit (mph), the Engineering document, and the rigging, anchorage and tie-in details.
  6. Press Save.

Tip

Only the Owner / Administrator, Office Manager, Dispatcher, Yard Manager and Engineer can create or edit installations. You can link serial numbers later from the install page (Link assets).