From the xCenta dashboard click on the 'Equipment' module.
A new page will load, click on 'Create New Equipment'.
A pop up will load. Click 'Please Select' and select the Fire Record Category from the drop down list.
The page will load with the relevant Equipment Detail boxes.
The Code/Serial No. box will be where you put if it's a Fire Extinguisher, Emergency Lighting etc.
The Make box can be filled by na.
Fill in the relevant information for Location and Type.
Select 'In Use' from the Status drop down list.
Once completed click 'Next'.
A pop up box will appear. If you would like to add an attachment you can, but in this instance you can just click 'Finish'.
How To Add Forms To Equipment
The page will refresh. Click on the Fire Records Category. The equipment will load. Click on the arrow on the left hand side.
A new section will load. Click on the Forms tab.
Click on 'Add Form'.
A pop up box will appear. Click on 'Please Select', a drop down list will appear. Select the relevant form template.
You will need to put the Deadline Date within 30 days. Tick the User(s) you would like to allocate the form to, then click Add Form.
How To Fill Out A Form
From the Dashboard the form will appear in the user's tasks. Click on Forms, then click the relevant Form.
A new tab will load. Enter the relevant information.
If you would like to add attachments click on the following icons:
- The speech icon will allow you to see whatever the user has answered.
- The notes icon will allow you to add notes to the question.
The camera icon will allow you to attach a file or image.
The exclamation icon will allow you to create an action.
The email icon will allow you to create an email reminder.
When you have finished the section it will save automatically and continue to appear in your workload.
DO NOT PRESS COMPLETE UNTIL YOU HAVE COMPLETED THE FINAL SECTION.
To Complete the form, click on the Complete button, this can be found at either the top or bottom of the page.
You will need to add a new form to the relevant piece of equipment once all the sections have been completed and you complete the form.