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Managing equipment

Use the Equipment tab to view, add, and maintain a project’s primary equipment records.

To find existing equipment, see Filtering and sorting. To choose items for an action, see Selecting items.

Open equipment details

Section titled “Open equipment details”

Open an item’s details to check its information, update its fields, or manage document and associated-equipment links.

On the Equipment tab, select the item’s three-dot button for an inline view beside the grid. For a quick overview with summary statistics, choose View Eq from its dropdown to open the overview in a new tab.

Common tasks from the details view:

  • View the latest inspection: Documents → select the most recent inspection record → View.
  • View a certificate: Documents → select the certificate → View.
  • Check linked associated equipment: Assoc. Eq..

For field descriptions and available views, see the Equipment details reference.

Add equipment

Section titled “Add equipment”
  1. Open the Equipment tab.
  2. Select Add.
  3. In Add Eq Item, enter a unique Tag No.
  4. Include any other equipment fields you want to enter.
  5. Select Review.
  6. On Review changes, check the new equipment details.
  7. Select Confirm. A success screen lists the fields added to the new item.

The equipment must be created before you can link documents or associated-equipment items to it.

Update equipment

Section titled “Update equipment”

Edit one equipment item

Section titled “Edit one equipment item”

For a quick change, edit the value directly in the grid:

  1. Double-click an editable cell.
  2. Enter the new value and press Enter.
  3. Continue editing other cells if required.
  4. Select Save. The Batch Edit Summary shows each changed cell’s value before and after the edit.
  5. Select Confirm Save to apply the changes.

Use Discard to cancel pending changes. Select Exit Batch Edit when you have finished editing the grid.

For access to all equipment fields, open the details sidebar:

  1. Use the three-dot button at the left of the equipment item.
  2. On Details, update Tag No or the other equipment fields you need to change.
  3. Select Save Changes to apply the update, or Discard Changes to cancel it.

Update selected equipment

Section titled “Update selected equipment”

Use Update when the same fields need to change on one or more selected items.

  1. Select the checkbox for each equipment item you want to update.
  2. Check Selection Count before continuing.
  3. Open Edit and select Update.
  4. In the Update dialog, use + Add field to choose each field you want to change. Use Toggle all fields when you need access to the full field list.
  5. Enter the new values.
  6. Select Review and check the before-and-after values.
  7. Select Confirm to apply the update. The success screen lists the fields that changed.

Only fields added to the update are changed. Other values on the selected equipment remain unchanged.

The Edit menu also includes Search/Replace and Copy/Move for specialised changes.

Section titled “Link documents or associated equipment”

Use Link to connect existing project records to one or more equipment items.

  1. Select the equipment items that should receive the links.
  2. Open Link.
  3. Select one of the following:
    • Link Documents to attach existing project documents.
    • Link Assoc Eq. Items to attach existing secondary devices.
  4. In the linking grid, choose the records to link to the selected equipment.

The dialog shows the selected equipment items above the grid. Records already linked to those items are hidden.

To remove an existing link, open the equipment details and use the relevant section:

  • Documents: use Remove to remove a document link.
  • Assoc. Eq.: use Unlink to remove an associated-equipment link.

Removing a link leaves the document or associated-equipment record in the project.

For other tasks involving those records, see Managing documents and Managing associated equipment.

Archive and delete equipment

Section titled “Archive and delete equipment”

Archive equipment

Section titled “Archive equipment”

Archive equipment that should no longer appear in the live grid but may be needed later.

  1. Select the equipment items to archive.
  2. Open Edit and select Archive.
  3. In Archive n item(s)?, select Confirm.

To restore archived equipment:

  1. Open the menu beside Equipment and select Go to Archive.
  2. Select the items to restore.
  3. Select Un-archive and confirm.
  4. Select Go to Live to return to the live equipment view.

Delete equipment

Section titled “Delete equipment”
  1. Select the equipment items to delete.
  2. Open Edit and select Delete.
  3. The confirmation explains that the items will be moved to the trashcan. Select Confirm.

To restore deleted equipment:

  1. Open the menu beside Equipment and select Go to Trash.
  2. Select the items to recover.
  3. Select Restore and confirm.

Troubleshooting

Section titled “Troubleshooting”
IssueWhat to check
A grid cell cannot be editedThe field may be read-only, or the equipment details sidebar may still be open.
An update includes the wrong itemsCheck Selection Count and use Scope to selection before reviewing the update.
A toolbar command is unavailableSelect at least one equipment row and check that you are in the live, archive, or trash view appropriate for the operation.
An equipment item is missingCheck active filters, selection scope, and whether you are viewing Live, Archive, or Trash.
Changes were not appliedReopen the details or update workflow and make sure you completed its review and confirmation step.
Section titled “Related topics”