Equipment Menu
In the Odoo 18 Maintenance module, equipment management plays a key role in streamlining the maintenance process. After installing the module, users can add equipment to the platform by entering specific details about the machinery or assets used in their organization.
The equipment management section in the Equipment Menu allows users to view all the equipment in a Kanban dashboard and manage repair requests related to each asset with their Model Number, Serial Number, Assigned Status, Activities, and Maintenance Requests related to each equipment item as illustrated in the screenshot below.
The process of creating or adding new equipment to the Equipment database begins with an equipment configuration form where we can input relevant information, as shown in the screenshot provided below.
Users can include a detailed description of the particular equipment in this form, along with their goods, equipment, and components. The equipment's name is one of the data fields that must be filled out. The kind of equipment can be chosen from the drop-down option in the ‘Equipment Category’ field, including computers, monitors, electronics, etc. Name and details about the ‘Company.’ In the ‘Maintenance Team’ section, include the name of the specific team that will be in charge of maintaining the equipment. The equipment maintenance technician's name. The area of your business where the machinery is utilized. The name of the worker in charge of the equipment. In the ‘Used in location’ field, indicate which area the item is mainly used.
This form is divided into three tab sections: Description, Product Information, and Maintenance.
Description Tab: You can enter the product description and maintenance problem in the Description field, as seen in the screenshot below.
Product Information Tab: The Production Information tab allows you to enter details about the equipment, including the product vendor's name, vendor reference information, model specs, equipment cost, and product or equipment serial number. The Effective Date and Warranty Expiration Date fields provide the equipment's first addition date and warranty duration, respectively.
Maintenance Tab: In the configuration form's "Maintenance" section, you may indicate how frequently you would want to have your system maintained.
An essential statistic for planning maintenance schedules is the Expected Mean Time Between Failure, which estimates the average interval between failures or breakdowns and anticipates equipment performance and dependability.
After editing all the information, save the data. The Odoo 18 maintenance interface is now storing your record, and new equipment has been produced. Then, you can utilize the action icon placed at the top left part of the configuration form to Archive, Duplicate, Delete, Add Properties, and create Maintenance Requests regarding this Equipment using the respective options provided under the dropdown section.
The ‘Maintenance’ smart button option will help you check and manage all the currently active Maintenance Requests for this equipment in a detailed dashboard with the request’s current status, as shown below.
When a maintenance issue arises, you may use the same procedure that we previously used for the Maintenance Request configuration scenario to generate a new Maintenance Request for the Equipment. The Kanban view allows you to see a particular piece of equipment's maintenance history.
