Introduction:
The Move Equipment via Geo-Zone feature streamlines equipment management by identifying and addressing discrepancies in geo-zone assignments. When the report is run, it lists equipment assigned to one geo-zone but currently located in another. Users can easily correct these discrepancies by selecting individual or multiple pieces of equipment and moving them to their current geo-zone with a simple checkbox. This feature is especially useful as a daily tool to ensure equipment remains accurately assigned, improving operational efficiency and location tracking.
Navigation:
To access this feature:
Go to: Manage > Legacy Reports > Move Equipment via GeoZone.
How do I move equipment using the Move Equipment via GeoZone?
Click Submit to view all equipment that is assigned to a geo-zone but is currently outside the assigned geo-zone.
Narrow your search by using Project Type, Equipment Status, Asset Type, Equipment, Equipment Type, or Project to filter equipment.
Start Date: Enter a specific start date if known.
If no start date is specified, the last business day will be used;
If running against all equipment you can only go back 7 days.
A list of equipment will display:
Current Project: Project to which this equipment is currently assigned.
Date Geozone Enter: Represents the date the equipment entered the Current Project..
GeoZone(s): The geo-zone the equipment entered.
Move: select this circle to move the equipment to the geo-zone the equipment entered.
Select the square checkbox under Move for each piece of equipment you want to move.
Click the green button Complete Selected Moves.
A Move Log will display the status of each move.
The user has the option to print the log by clicking on the blue box, “Print Move Log.”