User Manual
Created By
Ole-Erich Haas
Version Number
01
Created Date
19.02.2021 - Leave blank
Revision date
INTRODUCTION:
Welcome to the Equip user manual. This is a guide explaining how to use the functions in Equip. See topics below to quickly find what you need. In case you are not able to perform the task you want with the help of this manual, do not hesitate to contact support.
Equip is designed to maintain the status of lifting equipment in relation to compliance. In this regards the technical condition of lifting equipment and the associated documentation is essential. Equip allow the users to see status of both, and solve any issues that has been found during LGI inspection.
The equipment is defined according to a groups system in the equipment hierarchy and can be sorted using this in a list view. The status of all the equipment is available on the Home Tab for the last 24 months. The overall equipment count and status is verified periodically during surveys, but it can also be maintained continously by the Equipment owner.
Terminology:
- Equipment - unique objects used in lifting operations
- Arrangement - a collection of equipment used together in lifting operations, but not separately
- Certificates - manufactures documentation of conformity to rules and regulations, or issued by certified body after inspection and evaluation
- Documents - Any source of information relevant for equipment or arrangements such as user manuals, techincal description
- Status - description of condition based on technical condition or state of the documentation, the definitions of the statuses varies according applicable rules and regulations
TABLE OF CONTENTS
Subject #1: How to Log in as Existing User
For users that are registered in Bridge the following will get you logged in to Bridge
If you need to change the your password follow these directions:
When logged on you will see your company's landing page, in this case "The Company":
Select the installation that you need to go to, the Equip symbol will be activated. Click the symbol to open Equip.
There will be a loading screen, and during first boot up of the application it might take some time. You will be presented with the screen below after the loading is finished.
Now lets look at some of the functions in the Home Tab in Equip!
Subject #2: Home Tab - Overview of Installation
Below the Home Tab in Equip is presented with highlights for the main function. See description further down.
1. Navigation Tabs - click the tabs to navigate between pages with different functions.
2a. Survey Intervals - The interval for specific equipment groups are predefined according to either LOLER or NORSOK regulations. But users can customize inspection intervals as requiered.
2b. Edit Installation - This provide some basic settings for the installation and how it is presented. Take care that some have effect on survey intervals and Equipment data.
3. Finding Status - Table presenting the number of open findings over the last 24 months, according to findings status category. Clicking the link opens a detailed list with all findings with same status.
4. Certificate Status - Table showing issues related to certificates. Clicking the links opens up an equipment view and allow the user to see equipment details, upload certificates etc.
5. Inventory Status - Bar plot of number of equipment that has been inspected during different time intervals.
6. Inventory Status - Bar plot of number of equipment pr main groups inspected during the last 24 months.
7. Findings Status - Pie chart showing the four main findings statuses for the last 24 months.
Reason for focusing on the last 24 months is to avoid accumulation of erroneous data that is not possible to verify for inspection company or equipment owner as equipment can be misplaced, discarded or moved without tracking.
Subject #3: Equipment Tab - Overview of Equipment Hierarchy
The equipment hierarchy tab allows the user to filter on standard lifting equipment groups, data columns, and search for specific names, tag or other data. It is also an efficient tool during inspection as its is possible to link surveys to the work being performed. this allow the inspectors to use the list view and functions, and get access to check lists and set status quickly. Below we will describe shortly the main functions.
Main functions - see numbers on the image above:
1. Select historic surveys to see which equipment was inspected and status given
2. Tag reservation - Its possible to reserve TAG numbers for future equipment, such that these are available for specific equipment. Dont use this if its not necessary.
3. Download certificates - this funciton downloads the certificates for the equipment in the list. To reduce the size filter or search for specific equipment. It creates a zip-file, and if alot of equipment is selected the file will be very large!
4. Add equipment - use this to add new equipment or during the first survey.
5. Add arrangement - select several equipment to be defined as a lifting arrangement - one if the equipment is designated as the main equipment
6. Equipment groups - use the defined groups to filter the list to specific types of lifting equipment
7. Filter functions
8. List functions for selected equipment
9. Text filter functions - Above each column it is possible to use text to search and filter the content
10. Column functions - add more data columns, export the list as CSV - filters applicable, print view
11. Summary of number of equipment
Equipment View
Equipment Hierarchy
Equipment general
Equipment Selection from Hierarchy
See the Details of the selection - In this case the crane is defined as an arrangement
Selecting one of the Equipments under the arrangement opens more information
Printing a Certificate
Using the Equipment Hierarchy to see the overview of one type of equipment
Viewing Historic Equipment - Discarded. For various reasons equipment will be discarded, either the equipment is broken and removed from service or it no longer exist on the installation. To clean up the Equipment list these equipment's should be discarded. Then their history is no longer added to the summary on the Home Tab, and they are not shown in the equipment overview. However, the information is not deleted and can be accessed if necessary.
Subject #4: Add Equipment
Regarding adding equipment there are some more details we should describe.
It is possible to add single or multiple equipment.
Singel Equipment
Main Group: Select correct type.
Subgroup: Select correct type.
Item Type: Select correct type.
Serial no.: Serial number from certificate or plate.
Tag No: The unique identification number marked on the equipment by the Client. If you have a running number for loose gear, push the button to get next available tag.
SWL: The safe working load (SWL) of the equipment in ton.
Length: If applicable to the equipment in m.
Dimension: If applicable to the equipment, in mm.
Description: Free text to describe the equipment
Manufacturer: Who made the equipment
Supplier: Who sold the equipment – could be manufacturer.
Location: To be used if the equipment has a fixed location.
Date start use: The date when the equipment was taken into use for the first time.
Misc: Free text for comments
Arrangement: To be used if the equipment is a part of an arrangement (winch, crane etc.)
PO No: The equipments purchase number.
Main equipment: To be chosen if the equipment is the main equipment in an arrangment, like the winch or the crane, not the block or the wire.
Certificates / Documents: Here you can upload certificates and documents related with equipments.
Picture: Possibility to connect a picture to the equipment
Multiple Equipments
By clicking ‘Several items’ at the top of the form it enables you to add multiple equipments at a time. Often used for loose equipment. - Don’t press OK UNTIL YOU ARE SURE
Start by typing the part of the ID that is in common for all the equipment in the ID field. BATCH is used as an example here.
Choose a separator if applicable.
Type the batch start and end. Example b to h. Can be numbers etc.
If for example you write ABC in ID, hyphen(-) as separator and 1-3,7 for batch series you end up with four duplicate items named: ABC-1, ABC-2, ABC-3 and ABC-7.
Whenever you fill out a row (ID, separator, batch series) an additional row will appear in the form so you can create yet more duplicate items but with totally different ID’s.
If you desire all duplicate items to have the same ID however you mark the checkbox ‘Use Equal IDs’. This allows you to add any number of Equipment with the same ID number.
An example of adding a new equipment and information
Equipment can be added as an arrangement if they are normally used together during lifting operations or if it is natural to describe a large piece of machinery as a collection of smaller parts.
An example could be a crane that can be described as an arrangement of many small and large parts.
Subject #5: Edit Equipment
Users with appropriate rights can edit existing equipment. To edit a singel equipment find the equipment in the Equipment list view and click on it to open the Equipment overview window. There click the edit icon and make the necessary changes. Press OK when finished.
To edit several equipment's at the same time use the filter functions or equipment hierarchy on the Equipment Tab to find the equipment. Editing several equipment's at the same time works best for equipment of the same type, and the need to have information fields in common for this to work.
Subject #6: Workflow for Findings - View/Close/Renew
From the Home tab the number of findings for the various statuses are presented to the users. It is easy to follow and get more details abut them, see what needs to be done to close the finding or Renew to extend the Due date if necessary.
One point to make here is that the status NOT INSPECTED exceed any other in the Equipment Overview, such that numbers on the Home page and in the Equipment Overview might not add up.
So in case an equipment have a status RED, but the inspection is overdue, the status in the Equipment overview will be NOT INSPECTED to show that this needs to be done, but the finding that gave it a RED status is still active. So all open findings are added to the numbers on the Home page and will be available there.
Click on Status RED to see a list of all the open RED findings
Click on one of the RED findings and get the history of that Equipment
Here it is possible to close or edit the finding with new information.
Close finding
Edit finding information
Findings - Pictures
Subject #7: Survey - For Inspectors
Prior to starting the inspection of lifting equipment a survey needs to be created. The survey is used to manage the scope of work for inspection of lifting equipment. It is the basis for generating reports to document that inspection is performed on schedule and summarize the results.
For Equipment Owners it can be necessary to review Survey details to see what was performed and see history from the survey. In a specific survey the Entries are all statuses that are given and there can be multiple pr Equipment. So if the survey has 500 Entries, this does not mean that there is 500 unique equipment that have been inspected.
Subject #8: Add Certificates or Documents
There are 2 ways of adding certificates in Equip. Either from the Certificate Tab and the New Certificate button, or from the detail view of an equipment with the add certificate icon.
Lets look at the Certificate Tab first. In the Certificate Tab the user get an overview of all the certificates that has been created on the specific installation. This overview let the user search and filter in a list of certificates. A certificate can be linked to several equipment's. Adding a new certificate is done by pushing the New Certificate button:
When the certificate is created the user can open it and link equipment to the certificate. Click one of the certificates and get the certificate details:
If the user first creates the equipment then it is possible to link a certificate to the equipment while adding the equipment or later in the edit equipment view:
Subject #9: TAG Reservation
It is possible to reserve tag numbers in case there is a specific tag series used for specific equipment, and it's not to be used for other equipment. The tag is reserved for a range of numbers of a predefined tag prefix. It is not possible to create multiple tag prefixes. The tag prefix is defined on the Home Tab within the Edit Installation.
Go to Equipment Tab - and click Tag Reservation button:
Click reserve new tag:
Set the tag range number:
Subject #10: Report generation
To generate reports press the Report Tab. There are three reports that can be generated in Equip. Report of Thorough Examination, Findings List, and Register List. To generate a report the user must select report type and then a Survey. The information in the report is based on the Scope of Work in the selected Survey.
- Report of Thorough Examination present the survey result pr equipment and is the official documentation that the equipment has been controlled by a third party.
- Findings List present an overview of equipment that has been controlled in the given survey and have a status other than OK
- Register List present an overview of all equipment controlled during the selected survey.
