Adding Inventory (App)

Adding Machinery & Equipment, Structures and Tools enables critical records to be saved against them. Procedures and Checklists can be attached and maintenance recorded.

Note: Your Access Level may restrict the use of some features.

From the main menu, select Inventory > Machinery & Equipment or Structures or Tools.
Tap + Add.
Complete the form as required.

Tip: When naming your inventory, give the item a common name that would be used by your workers to make it easily identifiable.
(Optional) Tap the camera symbol next to the name field.
You can take a new image or choose from your device's photo gallery.

Tip: Photos being taken or uploaded from mobile phones are best taken in landscape mode.
- Options specific to Machinery & Equipment:
  - Registration expiry
    Registration expiry date.
  - Set registration expiry reminder?
    If set to "Yes", a task and notification will be generated as a reminder to re-register 7 days prior to expiry date.
  - Tickets or licence needed to operate?
    Tick the checkbox if relevant.
- Options specific to Tools:
  - Test/tag Expiry
    Captures when the last conducted test/tag expires.
  - Set test/tag expiry reminder?
    If set to "Yes", a task and notification will be generated as a reminder 30 days prior to the Test/tag expiry date.
  - Ticket or licence needed to operate?
    Tick the checkbox if relevant.
Tap Save.

Note: A unique QR Code will automatically be created when the item is saved.

(QR codes are not available on a Standard subscription)