How to register a PPE

An EPI is a specific piece of equipment within an EPI type (for example, S1P G138/3052C Goodyear safety shoe within the type “safety footwear”). Before you can issue it to employees, you need, in addition to registration, to assign at least one size and record its stock.

Steps to create the EPI

1. Go to EPIS > Configuration > EPI Types and enter the corresponding EPI type.
2. In the EPIS tab, click New.
3. Fill in the EPI details.
4. Click Accept and then Save.

Tip

• You can perform this action either from the EPI type or from the EPIS list screen, interchangeably.
• Brand and Model are not mandatory, but it is advisable to fill them in: they appear when requesting an EPI via App, Viewer App or request URL.
• Conditions of use and Particular conditions are also not mandatory but are included in the EPI delivery receipt report.

Caution

Consequences of unchecking the “Active” box of an EPI:

• The EPI changes to Inactive status.
• It no longer appears to be issued in a requirement.
• Minimum stock controls for all its sizes are deactivated.
• SmartStatus notifications to those responsible for review, maintenance, renewal, and purchase cease to be generated.

When rechecking Active, all the above is automatically restored.

Assign sizes to the EPI

Every EPI needs at least one size to be issued.

1. Go to the Sizes tab of the EPI.
2. Click the Assign sizes operation.
3. Select one or more sizes and click Accept.

Define the purchase responsible

1. Go to the Responsibilities tab of the EPI.
2. Check the Purchase box and click the icon in the Responsible field.
3. Select an employee and click Accept twice.
4. Click Save.

Specify the EPI documentation

To record which documentation the EPI has:

1. Go to the Documentation tab.
2. Check the applicable boxes: CE Certificate, Declaration of Conformity, Technical Data Sheet and/or Instruction Manual.
3. Click Accept and then Save.

Restrict the EPI to scopes or entities

If you want an EPI to be only issued in certain requirements (filtered by scope or entity):

1. Go to the Relations tab of the EPI.
2. Select one of the relation types and click Link.
3. Select the scopes or entities.
4. Click Accept twice and then Save.

Note

By linking the EPI to one or more scopes/entities, that EPI will only appear in the EPI-Size field of the Delivery detail tab of the EPI requirements belonging to those scopes or entities, regardless of the scopes linked to the EPI type.

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Source: M-SO-20-19-01 «EPIS User Manual», version 1, 21/12/2020.