Equipment

Configure physical equipment, classes, availability, and downtime for scheduling.

The Equipment section stores and maintains all physical equipment used in scheduling — from production lines and individual machines to tools and devices.

Navigation

Scheduler > Data Templates > select a template > Equipment

If no data templates are listed, make sure you have selected a location by clicking your profile icon and choosing Select Location.

Equipment Classes

An Equipment Class groups similar equipment types so they can be assigned to operations interchangeably. During scheduling, the system selects any available instance from the class to fulfil the requirement.

Example: A facility has five 50-tonne injection moulding machines that can all produce the same products. Group them into a "50t Injection Moulding" class. The optimiser automatically selects the most appropriate available machine.

Creating an Equipment Class

1. Click the Manage Classes icon.

2. Click Add and enter the Code and Description.

Creating Equipment

1. Click the + button at the top of the equipment list.

2. Enter the Code, Name, and Description.

To edit an existing one, click on the class and edit the information in the popped up fields.

Assigning Classes

Once equipment is created, assign it to one or more classes. Equipment can belong to as many classes as required.

Adding Availability

Apply availability templates to equipment to define when it can be scheduled:

1. Click the + button in the Availability section of the equipment detail.

2. Select an availability template and set the Start Date and End Date.

A resource can have different availability templates at different times — for example, switching from day shift to night shift. Enter the start and end dates for each assignment.

Bulk Updating Equipment Availability

To update availability for multiple equipment items at once:

1. Hold Ctrl (Windows) or Cmd (Mac) and click on each equipment item.

2. Enter the availability information to apply to all selected items.

Adding a Downtime Period

Add planned maintenance or downtime periods to prevent scheduling during those times:

1. Click the + button in the Downtime Periods section.

2. Enter the reason and start/end timestamps.

When adding a downtime period, the Scheduler will warn you if there are conflicting downtime periods already configured for that time range.

Optional Configuration

Field	Description
Display Order	The position of this equipment in the list (1 = top)
Min Order Quantity	Minimum quantity an order must produce to be scheduled on this equipment
Max Order Quantity	Maximum quantity an order can produce to be scheduled on this equipment