Creating New Plant & Equipment

Efficiently create plant or equipment entries in the Plexa Dashboard with this guide. Simplify site management by following step-by-step instructions for essential fields and actions. Enhance operations, record-keeping, and safety compliance.

Step By Step Guide

1. Click "Site Management" on the Plexa Dashboard
2. Click "Equipment" on the top Menu
3. Click the '+' icon to Create new Plant or Equipment for site
4. Click the "Create New" button and select "Next"
5. Select the "Plant/Equipment" Category from the dropdown
6. Enter "Plant/Equipment Type*" and "Plant/Equipment Organisation*"
7. Enter "Date Floated To Site"
8. Enter the "Make" and "Model*"
9. Enter "Registration / Plant Number*" and "Serial Number*"
10. Select "Date Last Service*" and "Date Next Service*"
11. Use the "Drag & Drop or Browse" option to Upload Plant Risk Assessments
12. Click the "Yes" field to agree.
13. Click "+ Icon" to Add Personnel and select the relevant checkboxes
14. Click "Save Personnel" and then "Next"
15. Click "+ Icon" to Add SWMS & Permits
16. Use the "Drag & Drop or Browse" option to add images of plant/equipment
17. Click "Add form submissions"
18. Click "Finish"

Video Tutorial

For a visual guide, watch the video tutorial below

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