Topics covered in this article include:

• Create Vendors
• Manage Vendors
• Create Room Equipment
• Manage Room Equipment
• Create Categories
• Manage Categories
• Create Custom Fields
• Manage Custom Fields
• Create a Custom Status
• Manage Custom Statuses

Create Vendors

Machine Log vendors are entries to track and set up notifications to your vendors in the event of a machine incident. The aim is to simplify and speed the creation of service tickets, help the vendor predict the need for preventative maintenance, and ultimately to reduce machine down time. 

To create a Machine Log vendor, click Manage, and then Vendors from the Machine Log section. 

If no vendors have been created, the Add Machine Log Vendor page will be shown. If vendors have already been created, click the + Add Vendor button in the upper right of the screen as shown below.

Fill out the fields shown below as best fits the needs of your organization: 

Manage Vendors

To make changes to a Machine Log vendor, click Manage, then Vendors from the Machine Log section, and click the Edit button to the right of the desired vendor. 

Edit the individual fields and click the Save button to save any changes.

Create Room Equipment

To create a Machine Log room equipment, click Manage, and then Room Equipment from the Machine Log section. If no room equipment has been created, the Add Machine Room Equipment page will be shown. If room equipment has already been created, click the + Add Room Equipment button in the upper right of the screen as shown below. Alternatively click the + Add Room Equipment below each machine to create room equipment associated with that machine. Note that any individual equipment desired that is associated with a room can be tracked.

Fill out the fields shown below as best fits the needs of your organization: 

Be sure to check any field engineers associated with the equipment and click the Add equipment button.

Manage Room Equipment

To make changes to Machine Log room equipment, click Manage, then Room Equipment from the Machine Log section, and click the Edit icon to the right of the desired room equipment. 
 

Edit the individual fields and click the Save button to save any changes.

To set or change who is notified of a Machine Log incident, click the ML Setup button at the top of each room section. Fill out the fields shown below as best fits the needs of your organization:

Create Categories

To create a Machine Log categories, click Manage, and then Categories from the Machine Log section. If no categories have been created, the Add Category popup will be shown. If categories have already been created, click the + Add Category button in the upper right of the screen as shown below.

Create the category label as shown below as best fits the needs of your organization and select the machines that the category applies to: 

Manage Categories

To make changes to Machine Log categories, click Manage, then Categories from the Machine Log section. To delete a category, click the Delete icon to the right of the category to be deleted. To edit a category click the Edit icon to the right of the desired category. 

When editing category names a popup as shown below will appear where the category label can be edited:  

Create Custom Fields

To create a Machine Log custom field, click Manage, and then Custom Fields from the Machine Log section. To create a category click the + Add custom field button in the upper right of the screen as shown below.

Create the custom field by adding the field label, select the priority (order of the field), check the Required box if the field will be required to submit an incident, and select which machines the custom field will apply to: 

Priority determines the order in which the custom fields are displayed. If the "Required" checkbox is checked, the custom field must be completed before a new Machine Log incident can be created.

Manage Custom Fields

To make changes to Machine Log Custom Fields, click Manage, then Custom Fields from the Machine Log section. To delete a category, click the Delete icon to the right of the category to be deleted. To edit a category click the Edit icon to the right of the desired category. 

When editing custom fields, a popup as shown below will appear where the priority can be set, the custom field label can be edited, and the machines for which the field applies can be selected:

Priority determines the order in which the custom fields are displayed. If the "Required" checkbox is checked, the custom field must be completed before a new Machine Log incident can be created.

Create a Custom Status

To create a Machine Log custom status, click Manage, and then Custom Statuses from the Machine Log section. Click the + Add status button in the upper right of the screen as shown below.

Create the status as shown below as best fits the needs of your organization: 

Manage Custom Statuses

The Open and Resolved statuses will always be available and cannot be changed. To make changes to Machine Log statuses, click Manage, then Custom Statuses from the Machine Log section. To delete a status, click the Delete icon to the right of the status to be deleted. Note that you cannot delete a status once it is in use. To edit a status click the Edit icon to the right of the desired status. 

When editing statuses a popup as shown below will appear where the status can be edited: