[ADD] Maintenance: add new equipment

closes odoo/documentation#3532

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
John Holton (hojo) 2023-02-09 22:21:19 +00:00 committed by Zachary Straub (ZST)
parent 7cfedaffc7
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.. toctree::
:titlesonly:
manufacturing/maintenance
manufacturing/management
manufacturing/quality_control

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:nosearch:
===========
Maintenance
===========
.. toctree::
:titlesonly:
maintenance/add_new_equipment

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=================
Add new equipment
=================
In Odoo, **equipment** refers to any item that is used in everyday operations, including the
manufacturing of products. This can mean a piece of machinery on a production line, a tool that is
used in different locations, or a computer in an office space. Equipment registered in Odoo can be
owned by the company that uses the Odoo database, or by a third party, such as a vendor in the case
of equipment rentals.
Using Odoo **Maintenance**, it is possible to track individual pieces of equipment, along with
information about their maintenance requirements. To add a new piece of equipment, navigate to the
:guilabel:`Maintenance` module, select :menuselection:`Equipments --> Machines & Tools --> Create`,
and configure the equipment as follows:
- :guilabel:`Equipment Name`: the product name of the piece of equipment
- :guilabel:`Equipment Category`: the category that the equipment belongs to; for example,
computers, machinery, tools, etc.; new categories can be created by navigating to
:menuselection:`Configuration --> Equipment Categories` and clicking :guilabel:`Create`
- :guilabel:`Company`: the company that owns the equipment; again, this can be the company that uses
the Odoo database, or a third-party company
- :guilabel:`Used By`: specify if the equipment is used by a specific employee, department, or both;
select :guilabel:`Other` to specify both an employee and a department
- :guilabel:`Maintenance Team`: the team responsible for servicing the equipment; new teams can be
created by navigating to :menuselection:`Configuration --> Maintenance Teams` and
selecting :guilabel:`Create`; the members of each team can also be assigned from this page
- :guilabel:`Technician`: the person responsible for servicing the equipment; this can be used to
assign a specific individual in the event that no maintenance team is assigned or when a specific
member of the assigned team should always be responsible for the equipment; any person added to
Odoo as a user can be assigned as a technician
- :guilabel:`Used in location`: the location where the equipment is used; this is a simple text
field that can be used to specify locations that are not work centers, like an office, for
example
- :guilabel:`Work Center`: if the equipment is used at a work center, specify it here; equipment can
also be assigned to a work center by navigating to :menuselection:`Maintenance --> Equipments -->
Work Centers`, selecting a work center or creating a new one using the :guilabel:`Create` button,
and clicking the :guilabel:`Equipment` tab on the work center form
.. image:: add_new_equipment/new-equipment-form.png
:align: center
:alt: An example of a fully configured new equipment form.
Include additional product information
--------------------------------------
The :guilabel:`Product Information` tab at the bottom of the form can be used to provide further
details about the piece of equipment:
- :guilabel:`Vendor`: the vendor that the equipment was purchased from
- :guilabel:`Vendor Reference`: the reference code assigned to the vendor
- :guilabel:`Model`: the specific model of the piece of equipment
- :guilabel:`Serial Number`: the unique serial number of the equipment
- :guilabel:`Effective Date`: the date that the equipment became available for use; this is used to
calculate the :abbr:`MTBF (Mean Time Between Failures)`
- :guilabel:`Cost`: the amount the equipment was purchased for
- :guilabel:`Warranty Expiration Date`: the date on which the equipment's warranty will expire
.. image:: add_new_equipment/new-equipment-product-information.png
:align: center
:alt: The product information tab for the new piece of equipment.
Add maintenance details
-----------------------
The :guilabel:`Maintenance` tab includes information that can be useful to maintenance teams:
- :guilabel:`Preventive Maintenance Frequency`: specifies how often maintenance should be
performed to prevent equipment failure
- :guilabel:`Maintenance Duration`: the amount of time required to fix the equipment when it fails
- :guilabel:`Expected Mean Time Between Failure`: the average amount of time that the equipment is
expected to operate before failing
.. image:: add_new_equipment/new-equipment-maintenance.png
:align: center
:alt: The maintenance tab for the new piece of equipment.
.. Note::
The :guilabel:`Maintenance` tab also includes sections for :guilabel:`Mean Time Between Failure`,
:guilabel:`Estimated Next Failure`, :guilabel:`Latest Failure`,
and :guilabel:`Mean Time To Repair`. These values are calculated automatically based on
maintenance requests if any exist.
.. tip::
To see the maintenance requests for a piece of equipment, go to the page for the equipment and
select :guilabel:`Maintenance` in the top right corner of the form.

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