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An equipment log for Excel: serial numbers, warranty and next service.

The equipment setup has ten columns: Asset tag, Serial number, Assigned to, Location, Condition, Purchase date, Purchase cost, Warranty ends, Next service and a link to the Manual. Warranty ends and Next service are reminder dates, marked ◐ Soon and then ● Passed. A Retired condition stops them.

  • Excel 2016 and later
  • Calculations checked in LibreOffice and Google Sheets
  1. Name the entrySay what one entry is called, such as Book or Asset. It becomes the first column heading. Choose whether to add a Category dropdown and list the categories.
  2. Add your columnsAdd up to twelve columns. Choose a type for each, enter the choices for a dropdown, or pick Calculated to add, subtract, multiply or divide two columns.
  3. Download and typeDownload the workbook and open the Register sheet. Type one entry per row from row 6. Dates, amounts and dropdowns are checked, and the Summary totals each number and money column.

Build your workbook

Preview: Equipment log. Change the selected dates, categories or layout to update the preview.

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What you get

What is different in this setup

An equipment list with service and warranty dates flagged as they approach.

  • Warranty ends and Next service are reminder dates with a status column each.
  • Condition is a dropdown: New, Good, Needs repair or Retired.
  • A Manual column stores a web link for each item.

Sheets included (5)

  1. Start HereHow the workbook works, what each sheet is for and the settings used.
  2. RegisterOne row per piece of equipment. Start typing in row 6.
  3. SummaryCounts and totals, calculated from the Register.
  4. ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
  5. SettingsValues used by the workbook, such as reminder windows. Change them here.

File details

Made for
Excel 2016 and laterThe download is an .xlsx workbook.
LibreOffice
No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
Google Sheets
Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
Apple Numbers
Some calculations do not workMany calculations on the Summary sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
Calculations
The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
Builder privacy
The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work

Questions

Are my builder entries sent to Due Form?

No. The builder uses them in your browser to make the workbook on your device.

Information is sent to Due Form when you submit a form or use another service described on the How it works page.

How the utilities work

How soon is a reminder date marked?

Within the reminder window, set in days on the Settings sheet, a date is marked ◐ Soon. A date in the past is marked ● Passed, until you change or clear it.

Should I use this or the Inventory Tracker?

Use this for a plain list with columns of your own. The Inventory Tracker adds quantities, reorder levels and a log of stock in and out, which an equipment list does not need.

Cover of The Personal Archive, DF.001

Related Due Form edition

The Personal Archive

A personal record of people, places, objects and ordinary days worth keeping.

See The Personal Archive

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