Managing Equipment

This article explains how to manage your equipment across your locations and how to link equipment with Brews and Tasks for greater overview and insight.

• Why use Equipment?
• Setting up Equipment
  • Creating new equipment
  • Updating existing equipment
• Linking brews to equipment
• Linking Tasks to equipment
  • Creating a Task
  • Historic overview of Tasks

Why use equipment?

Equipment allows you to have a great overview of your key brewing devices across your locations. You can connect recipes and brews to the specific pieces of equipment they were brewed on, so you can get greater insight as to how they reflect the quality.

You can also link tasks to each piece of equipment, so you and your teams stay on top of all the important cleaning tasks, and you have an easy to access historical overview of what's been done.

Setting up equipment

Creating new equipment

1. Log into the online platform C-sar.
2. Navigate to Cafe on the main menu bar.
3. Select Equipment.
4. You will be directed to the Equipment overview page.
5. Click on the +Add equipment button on the top right side of the page.
   
6. Enter the following information:
   * is indicating mandatory fields 
   • Equipment type*: Select the type of equipment you would like to add (e.g. grinder, espresso machine, etc.)
     • Espresso machine
       💡 If you select the Espresso machine as Equipment type, you also need to add the number of groupheads. 
     • Grinder
     • Water boiler
     • Batch brewer
     • Water filtration
     • Scale
     • Other
   • Equipment brand*: Choose the equipment's brand (e.g. La Marzocco, Nuova Simonelli, etc.)
   • Equipment model*: Choose the equipment model (e.g. Strada, Linea, etc.)
   • Serial number: Log the equipment's serial number.
   • Alternative name: Assign an alias for your equipment.
   • Location*: Select the location where the equipment is located.
   • Stations: Select the specific station for your equipment.
   • Comments: Add any additional information about your equipment.
   • Cropster admin - beta connection mode 
7. Click on Add equipment to submit.

Updating existing equipment

1. Log into the online platform C-sar.
2. Navigate to Cafe on the main menu bar.
3. Select Equipment.
4. You will be directed to the Equipment overview page.
5. Click the  Edit button corresponding to the equipment you would like to edit.
   
6. Click on Update equipment to save the changes.
   
   

Linking brews to equipment

As soon as you have your equipment set up, all the brews done in the equipment's designated location will be linked to the locations's equipment. If you would like to use only a select group of equipment within a location, use equipment stations.

1. Log into the online platform C-sar.
2. Navigate to Cafe on the main menu bar.
3. Select Brews.
4. Click on a recipe on the Brews Table.
5. You will be directed to the recipe's detail page.
6. The equipment used will be visible under the Equipment column. 

Linking Tasks to equipment

Creating a Task

By following the steps below you can create a task (e.g. clean the grinder) and connect it to a specific location and equipment: 

1. Log into the online platform C-sar.
2. Navigate to Tasks on the main menu bar.
   💡 You can also scroll down to the Today's task section from the Cafe dashboard.
3. Select Task Board.
4. Click on +Add new task on the top of the right side of the page.
5. Enter the following details:
   * is indicating mandatory fields 
   
   • Task name*
   • Location*
   • Link with equipment
   • Assign to*
   • Task category
   • Task description
   • Add link
   • Schedule task
     • Never
     • Based on date/time:
       • Frequency*
       • Starting from*
6. Click the Create task button.

Historic overview of Tasks

1. Log into the online platform C-sar.
2. Navigate to Cafe on the main menu bar.
3. Select Equipment.
4. You will be directed to the Equipment overview page.
5. Click on the respective Equipment.
6. You will be directed to the Equipment's detail page. 
7. Scroll down to the Tasks tab. 
   

Related content

• Managing Locations
• Creating equipment stations
• Setting up and Managing Tasks

Congratulations! You are now ready to manage your equipment across your locations and link equipment with Brews and Tasks for greater overview and insight.

Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.