Documentation Index

Fetch the complete documentation index at: https://help.ezyid.io/llms.txt

Use this file to discover all available pages before exploring further.

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EZYiD Kits

If you wish to group two or more assets with a unique identity, to allow you to transfer and inspect them as one, then the EZYiD kit management system is your solution. The structure of the EZYiD kit management system to based on a parent-child relationship hierarchy requiring the parent/master asset to be created first prior to adding the child assets to the kit. The EZYiD kit design is flexible enough to reflect most real-life requirements, where a kit can be part of another kit. The EZYiD kit management system allows you to track kits and its components independently, as well as together. When the EZYiD tag or the serial number of the kit is scanned, the system automatically knows what components are within the kit and its status at all time. When a kit is transferred from one site to another, all components belonging to the kit move with it, so the digital twin of the kit reflects reality. The EZYiD kit management system is design to allow you to configure and manage your kit at either a kit-level or a component-level inspection management process. At a kit-level inspection management process, all components added to the parent asset are controlled and managed at the kit-level, while the component-level inspection management process requires every component to be independently inspected and in-service prior to the parent kit can be brought into service. The kit-level inspection management process relies on the inspector undertaking the inspection, to ensure that all the physical components or assets associated with the kit are safe for use prior the kit can be brought into service. At the component-level, every component or asset associated with the kit must be independently inspected to change the status of the kit. For kit maintenance, kit components can be removed, replenished or added depending on the compliance requirement of the individual components or the useful life of the components in the kit. The EZYiD system allows you to create kits from a predefined component manifest stored as a product or adhoc groups of components or assets called custom kits to satisfy the individual needs of the customer.

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Creating a Custom Kit

This section takes you through the steps of creating a custom kit of individual assets from the asset creation screen. Log in to EZYiD asset management platform

1. Select “Assets” from the menu on the LHS and then click on the “+” icon in the Table Navigation bar.
2. On the “Create a new asset” page, you can create the parent asset. Refer to Mandatory information to create a new asset

Click on the Kit tab, to add components to the parent asset/kit If you wish to convert a product linked asset record to a kit, you will need to unlink the record (refer to Unlink the Product) from the product catalogue and then add your components to the Kit.

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Adding Components to your kit

Make sure that you have created your individual assets to be able to add them as components of a kit. Refer to section “Creating Asset”. To add components or assets to the kit, click on the “Kit” tab and enter EZYiD, Serial Number or Custom ID” in the search box. Make sure that all components that you wish to add to the kit are in the same location/ site of the kit. You cannot add assets that have been allocated to another kit or are in a material order. You can also add multiple components from the asst table to a kit.

1. Select your asset records (ie checkbox) for each record on the LHS
2. Click on the more options on the RHS table header
3. Select “Add to Kit”
4. Select the kit name from the kit selection window.

All components added to the kit will have a kit icon associated with the record.

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Creating a Product Kit

To create a kit from the predefined product manifest, enter either the name of the product, the manufacturer name or the part number to find your product kit in the product catalogue.

1. Select your product to create a kit with its component manifest, technical information and related documentation.
2. To create the kit, enter the name of the product in the “Asset Name” text box.
3. Select the Product, from the list you wish to create
4. When you select the product, the information for the parent assets is created with the manifest locked in.
5. You will only be able to add the pre-defined products. For the manifest list for the product, open your product catalogue and print the manifest list.

Refer to “Establishing the Inspection protocol for your assets” to bring your kit into service.

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Kit Inspection Management

The EZYiD kit management system allows you to manage the compliance of your kit at either a kit-level or a component-level inspection management process. By default, all assets are configured at the highest level of compliance as a component-level inspection management, requiring every component to be independently inspected. Kit-level Inspection A kit-level inspection is the where the parent asset (kit) controls the compliance status of all components in the kit. All components in the kit, will inherit the compliance status and the completed inspection checklist of the parent asset in the kit. To configure your kit with the kit-level compliance:

1. In the “Kit tab” switch between kit level and component enabled compliance.
2. Click on the toggle switch to change the inspection management from the default component-level compliance to kit-level compliance.
3. In the event, that any one of the components in the kit were to be independently inspected and moved into “Quarantine”, the parent asset (Kit) will be quarantined, as well.
4. To return the kit into service, you will need to return the quarantined component into service, followed by an inspection of the parent asset (kit) as part of returning the kit into service.
5. You can also take advantage of the kit-level compliance, undertaking the inspection of the parent asset only to bring the whole kit into service, as long as you have physically inspected and repaired the component and are satisfied to return the whole kit into service.

Component-level Inspection At the component-level every component or asset associated with the parent asset (kit) must be independently inspected prior to inspecting the parent asset (kit) to return the kit into service. To configure your kit with the component-level compliance:

1. All parent assets are configured as a Component-level by default.

Refer “How to inspect your asset” for the inspection of all components in the kit.

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Kit Maintenance

As a kit is made up of individual components/assets with different useful lives, the EZYiD kit system is designed to allow you to remove or replenish assets as and when required. In the event that a component has to be replaced, you can delete the component/asset from the kit and add the replacement asset or replace the component with an identical asset in the case of a product kit. To delete or remove a component in a kit, click on the “X” button to remove the component.