Importing Equipment Data from Previous Project/Organisation

Efficiently import equipment data into Plexa by following this guide. Streamline data management, ensure accuracy, and save time, especially during project transitions. Enhance operational efficiency and manage projects smoothly.

Step-by-Step Guide

1. Click "Site Management" on the Plexa Dashboard

2. Click "Safety Management" in Site Menu

3. Click "Equipment" top right

4. Click the '+' icon to Create Plant & Equipment for Site

5. Click "Create New" button to Create New Plant or Equipment

6. OR... Click the "Import from Previous Project/Org" button

7. Click "Next"

8. Select the "Organisation" from the dropdown

9. Select the "Project" from the dropdown

10. Enter "Make" and "Model"

1. Enter the "Registration/Plant Number" details

13. Enter the "Serial Number" field

14. Click "Search"

15. Select the "Equipment" required from the Search results

16. Select "Finish"

Video Tutorial

For a visual guide, watch the video tutorial below