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Equipment Assignment

Assign equipment to projects, employees, and locations

Equipment Assignment

Equipment assignment tracks which pieces of equipment are allocated to specific projects, assigned to employees, or stationed at particular locations. This visibility prevents double-booking, helps with resource planning, and maintains accountability for equipment care and usage.

Quick Start: Assign Equipment

  1. Open equipment record
  2. Click Assign button
  3. Choose assignment type (project, employee, or location)
  4. Set start and end dates
  5. Add responsible party
  6. Click Save

Assignment Types

DrillerDB supports several assignment methods.

Assignment Method Overview

TypePurposeBenefit
Project AssignmentAllocate to specific jobsPrevents scheduling conflicts
Employee AssignmentAssign for exclusive useCreates accountability
Location AssignmentStation at yards/shopsHelps crews find equipment

When to Use Each Type

ScenarioAssignment Type
Drill rig needed for 2-week jobProject
Service truck assigned to technicianEmployee
Pump stored at satellite yardLocation
Trailer used by multiple crewsProject (per job)

Creating Assignments

Assign equipment from multiple locations in the system.

Assignment Entry Points

LocationHow to Assign
Equipment DetailsOpen record, use assignment controls
Project ViewSelect equipment from available inventory
ScheduleDrag-and-drop to projects

Step-by-Step: Assign from Equipment Details

  1. Open equipment record
  2. Click Assign or Assignment section
  3. Select assignment type
  4. Choose project, employee, or location
  5. Set start and end dates
  6. Add responsible party
  7. Click Save

Step-by-Step: Assign from Project

  1. Open project record
  2. Go to Equipment section
  3. Click Add Equipment
  4. Search available equipment
  5. Select from list (shows availability)
  6. Confirm assignment

Assignment Information

Each assignment includes key details.

Assignment Fields

FieldPurposeExample
Start DateWhen assigned/deployed01/15/2026
End DateWhen expected back01/29/2026
NotesSpecial instructions"Configured for mud rotary"
Responsible PartyWho's accountableJohn Smith

The responsible party receives maintenance notifications and is expected to report issues or damage during the assignment.

Availability Management

Equipment availability depends on current assignments.

Availability Status

StatusMeaningShows in Searches
AvailableReady for use, at home baseYes
In UseCurrently assigned/deployedNo
MaintenanceUnder service/repairNo
ReservedScheduled for future useNo

Checking Availability

ViewShows
Equipment listCurrent status column
Project equipment selectorOnly available equipment
ScheduleVisual availability timeline

Assignment Conflicts

The system warns about potential conflicts.

Conflict Types

ConflictTriggerResolution
Double BookingEquipment already committedChoose different equipment or dates
Maintenance ConflictOverlaps scheduled serviceReschedule maintenance or use alternate
Location ConflictFar from current locationAccount for travel time

Step-by-Step: Resolve Conflicts

  1. Review conflict warning
  2. Check assignment details
  3. Either:
    • Choose different equipment
    • Adjust dates to avoid overlap
    • Override with acknowledgment
  4. Save resolved assignment

You can override conflict warnings if necessary, but conflicts are flagged for resolution and may cause operational issues.

Assignment History

View complete assignment history for each piece of equipment.

History Information

DataInsight
Past projectsWhere equipment has been used
DurationHow long each deployment lasted
Utilization patternsUsage over time
Responsible partiesWho had equipment when

Step-by-Step: View Assignment History

  1. Open equipment record
  2. Click History or Assignments tab
  3. View chronological assignment list
  4. Click any entry for details
  5. Filter by date range if needed

Tracking Returns

When equipment returns from assignment, complete the return process.

Return Process

StepActionPurpose
1Inspect equipmentCheck for damage/issues
2Document conditionRecord any problems
3Update statusMark as available
4Close assignmentRecord actual return date

Step-by-Step: Process Equipment Return

  1. Open assignment record
  2. Click Return Equipment
  3. Enter actual return date
  4. Note equipment condition
  5. Report any damage (triggers repair)
  6. Save to close assignment
  7. Equipment status updates to Available

Documenting condition on return establishes accountability and triggers necessary repairs before next assignment.

Utilization Reporting

Assignment data enables utilization analysis.

Utilization Metrics

MetricCalculationInsight
Utilization RateAssigned time ÷ total timeEquipment efficiency
Assignments per periodCount of deploymentsDemand level
ComparisonEquipment vs similarPerformance differences
Idle identificationLow utilization equipmentCost savings opportunity

Using Utilization Data

FindingAction
High utilizationMay justify fleet expansion
Low utilizationConsider selling or deploying differently
Uneven utilizationRebalance assignments

Benefits of Assignment Tracking

Proper assignment management provides key benefits.

Assignment Tracking Benefits

BenefitHow It Helps
Prevents conflictsNo double-booking
Creates accountabilityClear responsibility
Accurate project costingAsset allocation tracking
Resource planningBetter scheduling
Equipment locationFind assets quickly
Fleet sizing decisionsData-driven planning

Troubleshooting

Can't assign equipment?

  • Verify equipment status is Available
  • Check for existing conflicting assignments
  • Ensure you have permission to assign

Conflict warning won't clear?

  • Verify dates don't overlap other assignments
  • Check maintenance schedule
  • Try different equipment

Assignment not showing in project?

  • Verify assignment was saved
  • Check date range includes project dates
  • Refresh the page

Can't close assignment?

  • Enter actual return date
  • Complete condition notes
  • Verify equipment is back at location

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