Machinery and Equipment / Structures / Tools
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      3. Machinery and Equipment / Structures / Tools

      Adding Inventory

      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.

      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 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.
        • Options specific to Machinery & Equipment:
          • 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 (hours, kilometres, miles).
          • Odometer reading
            Ender to 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.
        • Options specific to Tools:
          • 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.
      4. (Optional) Upload Image
      5. Click Save.

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

      (QR codes are not available on a Standard subscription.)