HOW TO ADD CONTROLS / EQUIPMENT

 

As Contractor & Builder


When adding Controls and Equipment to a Contractor or Builder user profile, it can also serve as an Equipment Maintenance register.

 

It is important to add dates to every entry. 

 

Once you have logged into your neXtrack platform profile take note of the side tabs. If you are unsure what each icon is, click on the 3 lines near the search bar to expand them.

 


Click on the ‘People’ Tab to view the drop-down menu.


 

  • If you are a Builder, click on Builder.


  • If you are a Contractor, click on Contractor – for this example we are using a Contractor.


 

The next screen will show your company. Click on the company to open it.



Now we can see our Company profile page. ‘Equipment’ is a sub-tab to the ‘Profile’ tab.


Click on the ‘Equipment’ tab.

 

 

To add equipment click on the green [Add Equipment] button.


 

The next screen requests specific information about the Equipment.


  • Tool Type
  • Tool
  • Manufacturer
  • Model & Serial number
  • Manufacturer requirement
  • Type of Check
  • Service Provider
  • Date of Check
  • Check Frequency

 

 

 

 

Our EXAMPLE piece of Equipment is a Ryobi 18V ONE+ HP Brushless SDS Rotary Hammer 

 

  • Tool Type: Drop-down list of tools, we have selected Handheld & Standmounted Drill (including Impact & Rotary Hammer Drill)


  • Tool: Drop-down list, we have selected Impact Drill


  • Manufacturer: Drop-down list, we have selected Ryobi – If a manufacturer is not on the list, please email [email protected] for the manufacturer to be added.


  • Manufacturer requirements – this is any specific requirement for the tool when getting serviced, and cleaned. We wrote ‘Do not submerge’ as an example.


  • Type of Check: Drop-down list with 3 options:
    • Visual Self Check
    • Factory Service
    • Exposure Check


  • Service Provider: Drop-down list. We have selected ‘IN HOUSE’. - There Is a number of Service Providers, however if what you need is not listed, please email [email protected] for the Service Provider to be added.


  • Date of Check: When it was last checked. 


  • Check Frequency: Enter in a numeral then select Weeks / Months / Years in the Drop-down list. - This is important to get notifications sent to you. 


Once all the information is filled in, click the green [Save] button.

 

 

You will be taken back to the main profile page for your Company. 


You can see beside the ‘Equipment’ tab, there is a ‘1’ in a circle. This is showing you have entered ‘1’ piece of equipment.


Click on the ‘Equipment’ tab.

 

You can now see the piece of equipment that was added. 


Repeat for each piece of equipment that was not added during the Onboarding Wizard.


 

If by chance a piece of equipment has passed its use by date and needs to be disposed of, and taken off the platform, click on the ‘archive’ button to remove it.