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Adding Inventory

Adding Machinery & Equipment, Structures and Tools enables key information to be saved against them and accessible to staff. Procedures and Checklists can be attached and maintenance recorded.

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

For App use, see Adding Inventory (App).

  1. From the left menu, navigate to Inventory > Machinery & Equipment or Structures or Tools.
  2. Click Add New.
  3. Complete the fields as required.
    1. When naming your inventory, give the item a name that would be used by your staff to make it easily identifiable.


  4. Click Save.

Some fields will only appear for one type of Inventory. 

Machinery and Equipment Fields Tool Fields
Registration Expiry:
Registration expiry date.
Set registration expiry reminder?:
If ticked, 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.
Odometer Units:
To capture an odometer reading via the App, you must set the relevant units (engine hours, kilometres or miles).
Odometer Reading:
Enter the current engine hours or odometer reading.
Schedule next maintenance by:
Indicate whether maintenance should be scheduled by date or by odometer units/hours for the item.
Next maintenance due at:
Enter when next maintenance is due.
Generate reminder at:
If tracking next maintenance by odometer units (hours, kilometres, miles), define how far in advance you want a reminder (task and push notification) generated.
Purpose:
Allows you to describe details of the next maintenance.
Maintenance frequency notes:
Allows you to record any other general notes about maintenance scheduling for the item.		 Test/tag Expiry:
Captures when the last conducted test/tag expires. 
Set test/tag expiry reminder?:
If ticked, 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.