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Equipment Management – Overview

The Equipment vertical provides comprehensive asset management for municipal equipment, including inventory tracking, maintenance scheduling, inspections, and reservation workflows.

What you can do with this module

  • Inventory Management: Track all municipal equipment with detailed specifications, purchase information, and current condition.
  • Maintenance Tracking: Schedule and record preventive and corrective maintenance activities.
  • Inspections: Conduct regular inspections with configurable checklists and scoring.
  • Reservations: Allow staff to request equipment with approval workflows.
  • Cost Tracking: Monitor maintenance costs and equipment lifecycle expenses.
  • Warranty Management: Track warranty periods and alert before expiration.

Key concepts

Equipment Types

Categories of equipment (e.g., "Vehicle", "IT Equipment", "Heavy Machinery") that define default settings like warranty periods and maintenance intervals.

Equipment Items

Individual pieces of equipment with unique serial numbers, georeferencing, and full lifecycle tracking.

Maintenance Records

Documentation of all maintenance activities including type (preventive, corrective, repair), costs, and work performed.

Inspections

Regular assessments of equipment condition with checklists, scores, and recommendations.

Reservations

Booking system for shared equipment with approval workflows and conflict checking.

User roles

Role Responsibilities
Equipment Staff Manage inventory, record maintenance, conduct inspections
Equipment Approver Review and approve/reject reservation requests
Equipment Administrator Configure types, schedules, and alerts

Where to start

  • Managing inventory: Go to Equipment → Staff workflow → Manage equipment inventory
  • Tracking maintenance: Go to Equipment → Staff workflow → Schedule & track maintenance
  • Conducting inspections: Go to Equipment → Staff workflow → Conduct inspections
  • Handling reservations: Go to Equipment → Reservation workflow
  • Configuration: Go to Equipment → Administrator setup

Behind the scenes (grounded in code)

  • Models: apps/equipment/models.py (Equipment, EquipmentType, EquipmentMaintenance, EquipmentInspection, EquipmentReservation)
  • Admin UI: apps/equipment/admin.py using Unfold admin
  • API endpoints: apps/equipment/views.py
  • Background tasks: apps/equipment/tasks.py (maintenance reminders, warranty alerts)