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 Maintenance app ‣ Equipment, click New, and configure the equipment as follows:

Equipment Name: the product name of the piece of equipment
Equipment Category: the category that the equipment belongs to; for example, computers, machinery, tools, etc.; new categories can be created by navigating to Configuration ‣ Equipment Categories and clicking New
Company: the company that owns the equipment; again, this can be the company that uses the Odoo database, or a third-party company
Owner: the user considered responsible for the equipment; this field is set automatically once Used By is filled out below
Used By: specify if the equipment is used by a specific Employee, Department, or Other; select Other to specify both an employee and a department
Maintenance Team: the team responsible for servicing the equipment; new teams can be created by navigating to Configuration ‣ Maintenance Teams and selecting New; the members of each team can also be assigned from this page
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 internal user can be assigned as a technician
Used in location: the location where the equipment is used; this is a simple text field, useful for equipment that is not tied to a specific piece of machinery, like a laptop or an office

screenshot: maintenance-add-equipment-form

menu: Maintenance ‣ Equipment ‣ (equipment)
shows: The top part of an equipment form filled out with an "Equipment Name", "Equipment Category", "Company", "Owner", "Used By" set to "Employee" with an "Employee" field shown, "Maintenance Team", "Technician", and "Used in location".
highlight: The "Used By" radio buttons and the "Employee" field that appears below them (red frame).
data: Demo company "YourCompany"; equipment "Full-size vans" in category "Vans", used by employee "Mitchell Admin".
module: maintenance, hr_maintenance
notes: English UI, light theme, 1440px width.

Tip

Custom fields can be added to an equipment category via the Properties widget at the top of the equipment form. Properties are defined per category, from the category form, and only appear on equipment that belongs to that category.

If a serial number is entered on the equipment (see below) that matches an existing lot or serial number in the Inventory app, a smart button showing that serial number appears at the top of the equipment form. Clicking it opens the corresponding lot/serial number record.

Include additional product information¶

The Product Information tab at the bottom of the page can be used to provide further details about the piece of equipment:

Vendor: the vendor that the equipment was purchased from
Vendor Reference: the reference code assigned to the vendor
Model: the specific model of the piece of equipment
Serial Number: the unique serial number of the equipment
Effective Date: the date that the equipment became available for use; this is used to calculate the MTBF
Cost: the amount the equipment was purchased for
Warranty Expiration Date: the date on which the equipment’s warranty will expire

screenshot: maintenance-add-equipment-product-info

menu: Maintenance ‣ Equipment ‣ (equipment) ‣ Product Information
shows: The "Product Information" tab with "Vendor", "Vendor Reference", "Model", "Serial Number", "Effective Date", "Cost", and "Warranty Expiration Date" fields filled out.
module: maintenance
notes: English UI, light theme, 1440px width, crop to the tab.

Add maintenance details¶

The Maintenance tab at the bottom of the page provides information about the failure frequency of the piece of equipment:

Expected Mean Time Between Failure: the average number of days the equipment is expected to operate between failures. This number can be configured manually.
Mean Time Between Failure: the average number of days the equipment operates between failures. This number is calculated automatically based on previous failures, and cannot be configured manually.
Estimated Next Failure: the estimated date the equipment may experience its next failure. This date is calculated automatically based on the data in the Mean Time Between Failure and Latest Failure fields, and cannot be configured manually.
Latest Failure: the most recent date on which the equipment failed. This date is based on the creation date of the equipment’s most recent maintenance request, and cannot be configured manually.
Mean Time To Repair: the average number of days needed to repair the equipment. This number is calculated automatically based on the duration of previous maintenance requests, and cannot be configured manually.

screenshot: maintenance-add-equipment-metrics

menu: Maintenance ‣ Equipment ‣ (equipment) ‣ Maintenance
shows: The "Maintenance" tab of an equipment form, with the "Expected Mean Time Between Failure", "Mean Time Between Failure", "Estimated Next Failure", "Latest Failure", and "Mean Time To Repair" fields; only "Expected Mean Time Between Failure" is editable, the rest are greyed out.
module: maintenance
notes: English UI, light theme, 1440px width, crop to the tab.

Tip

To see any open maintenance requests for a piece of equipment, go to the page for the equipment, and click the Maintenance smart button at the top of the page.