Equipment

Equipment records represent the individual devices in your project. Each record has a unique Tag No and holds its location, manufacturer, ratings, inspection information, and linked documents, associated equipment, defects, and actions.

Use Equipment to work with the project’s records in a grid, or Equipment Window to review one item’s fields and linked records.

For step-by-step instructions, see Manage equipment. For spreadsheet requirements, see Equipment import format.

EquipmentEquipment Window

Equipment interface

Select a control to see its explanation below.

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Screenshot grid · interactive Window with example fields.

Equipment interface

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Explore Equipment

Work with equipment records across the project.

01Equipment menu

02Toolbar

InspectionEditAddLink

03Row controls

04Grid fields and editing

Equipment menu

More options beside the Equipment heading shows Viewing: Live, Archive, or Trash. Switching views changes which record state is displayed.

Command	Function
Go to Live	Displays active equipment.
Go to Archive	Displays equipment retained outside Live.
Go to Trash	Displays deleted equipment that remains recoverable.

The menu offers the destinations other than the current view.

After switching views, these controls are available in Archive or Trash.

Control	Function
Un-archive (Archive)	Returns selected equipment to Live after confirmation.
Restore (Trash)	Recovers selected deleted equipment after confirmation.
Empty Trash (Trash)	Permanently deletes every equipment item in Trash, including unchecked rows. Those records can no longer be recovered through Restore.

Toolbar

These controls appear in the live Equipment toolbar or its grid menu.

Select a linked control name to see its menu options and form controls.

Control	Function
Selection Count	Shows the number of checked equipment records, including rows outside the visible page or filters.
Scope to selection	Limits the tab’s working set to selected equipment until the scope is removed.
Refresh	Reloads grid data without clearing the selection.
Inspection	Prepares equipment for offline inspection and brings completed results back into the project.
Edit	Opens commands for changing selected equipment.
Add	Opens Add Eq Item to create a new equipment record.
Link	Opens commands for linking existing project records to selected equipment.
Grid Layout	Saves layouts to the account, loads them from the account, or clears them on this browser, for one grid, this project, or all grids.

Checkboxes determine the records affected by selected-item commands. Opening an Equipment Window is separate from selecting equipment. Selection and scope rules are described in Selecting Items.

Inspection menu

Inspection connects the equipment list to the inspection workflow: prepare an Inspection Work Pack (IWP), complete the checks offline in the Inspection App, then return the results to the project. Uploaded results can update equipment information and create related defects, depending on the upload options.

See the Inspections reference for package settings, download controls, upload options, and QR transfer details.

Command	Function
Download	Builds an IWP from selected equipment. Choose the inspection type, grade, and supporting documents before generating the package. Select the equipment checkboxes first.
Upload	Opens results upload for the current project. Import completed inspection files and review the options that determine how results affect equipment and defects.
QR Upload	Opens a pairing page for transferring completed results from the Inspection App to the current project using a QR code.

For step-by-step instructions, see Download an IWP and Upload inspection results.

Edit menu

Edit commands operate on selected equipment, including checked rows outside the current page or filters.

Command	Function
Update	Applies the same proposed values to chosen fields across selected equipment. Omitted fields retain their values.
Search/Replace	Replaces text or adds a prefix/suffix in a chosen field.
Add Defect	Creates defect records related to selected equipment.
Add Action	Creates action records related to selected equipment.
Archive	Moves selected equipment from Live to Archive after confirmation. Records remain available for recovery through Un-archive.
Delete	Moves selected equipment to Trash after confirmation. Records remain recoverable until Trash is emptied.
Copy/Move	Copies equipment to a destination project, with an optional mode that deletes the source after copying.

Existing defect and action records are managed in the Defects and Actions views.

Update

Update applies the same values to chosen fields across selected equipment. Fields you leave out retain their existing values.

Control	Function
+ Add field	Includes a field in the proposed update.
Toggle all fields	Shows or hides the complete field list.
Review	Shows the previous and proposed values before applying the update.
Confirm	Applies the reviewed changes to selected equipment.

Search/Replace

The Replace dialog can replace text or add a prefix/suffix in a chosen equipment field.

Control	Function
Field	Chooses the equipment field to change.
Replace (text field)	Specifies the existing text to find.
With	Specifies the replacement text.
Replace (button)	Submits the text replacement for selected equipment.
Prefix / Suffix	Specifies text to add before or after the field’s existing value.
Add	Submits the prefix/suffix operation for selected equipment.

Add Defect and Add Action

These commands create defect or action records related to selected equipment.

Control	Function
Description	Describes the defect or follow-up action to record.
Priority	Sets High, Medium, Low, or Unassigned.
Add to Selected	Submits the defect or action for selected equipment.

Copy/Move

Copy / Move Equipment transfers equipment to another project. Copy retains the source; move mode deletes the source after copying.

Control	Function
Load Projects	Loads the available destination projects.
Destination	Chooses the project that will receive the equipment.
Move mode (delete source after copy)	Deletes the source equipment after copying it to the destination.
Copy	Submits the copy operation. Disabled until a destination is chosen.

Add

Add opens Add Eq Item to create one equipment record. The current form contains Tag No only.

Control	Function
Tag No	Required identifier for the new equipment. Must be unique within the project.
Review	Shows the proposed equipment record for review before creation.
Confirm	Creates the reviewed equipment record.

After creation, enter further information through Update or Equipment Window — Details. For the procedure, see Manage equipment.

Link menu

Link connects existing project records to selected equipment. The linking dialog identifies the selected equipment above its grid and hides already-linked rows.

Command	Function
Link Documents	Links existing project documents to selected equipment.
Link Assoc Eq. Items	Links existing secondary-device records to selected equipment.

Existing relationships appear in the Equipment Window’s Documents and Assoc. Eq. sections. Removing a relationship leaves the linked record in the project.

Row controls

Each equipment row has a checkbox, a three-dot button, and an adjacent arrow. Hover over or focus a control name below to locate it in the screenshot.

Control	Function
Row checkbox	Selects or deselects this equipment for selected-item commands such as Edit and Link. Checked records remain selected across pages and filters. See Selecting Items.
Three-dot row button	Opens this item’s Equipment Window beside the grid. The green button marks the item currently displayed. Click another item’s three-dot button to switch its details into the Window.
Adjacent row arrow	Opens this equipment’s row menu. Its View Eq command opens the equipment overview in a new browser tab.

Checkboxes identify the equipment targeted by toolbar commands. The green three-dot button identifies the equipment whose details are open.

Grid fields and editing

Visible columns depend on the grid layout. Equipment columns cover identification, location, inspection information, classification, device ratings, and project-specific details.

Column	Description
Tag No	Unique identifier for the equipment item.
D (Defects)	Indicator for defects linked to this equipment.
A (Actions)	Indicator for actions linked to this equipment.
Site / Area / Location	Equipment location fields.
Description	Equipment description.
Service	The device’s use or service type.
Manufacturer / Model / Serial_no	Manufacturer, model, and the individual device’s serial number.
Install / Purchase Date	Date the equipment was installed or purchased.
Date / Grade / Date (IWP Upload) / Interval (MTH)	Last inspection date, grade, IWP upload date, and inspection interval in months.
Zone / EPL / Group / TClass / Temp Amb Min / Temp Amb Max / IP Rating	Area classification at the device’s installed location.
Certificate / EPL / Group / Protection / TClass / Temp Amb Min / Temp Amb Max / IP Rating	Device Ex rating and certification.
KW / Voltage / Amps / Hz / RPM / Ia/In / tE	Device electrical and motor ratings.
IS Input / IS Output parameters	Intrinsic-safety parameters for the device (Ui, Ii, Pi, Ci, Li) and barrier (Um, Uo, Io, Po, Co, Lo).
Other Associated Equipment Details	Additional associated-equipment information.
User Defined Fields	Custom project fields, such as equipment numbers, stock numbers, or drawing references.
Comment_1 / Comment_2	User comments.
Updated By / Updated Time	Who last modified the equipment item and when.

A blank D or A indicator does not establish that no related records exist. Row buttons and checkboxes are explained under Row controls. For the individual item’s field groups, see Equipment Window — Details.

Shared header controls are described in Project Dashboard Interface — Filters and columns. Selection rules are described in Selecting Items.

Batch editing

Pending cell changes are reviewed separately from Edit → Update.

Control	Function
Save	Opens Batch Edit Summary with previous and proposed values.
Confirm Save	Applies the reviewed cell changes.
Discard	Cancels unsaved cell changes.
Exit Batch Edit	Leaves the editing session.

Grid editing is unavailable while the Equipment Window is open. Its Details section has its own Save Changes and Discard Changes controls for the displayed item. The procedure is described in Update items.

Open an item’s Equipment Window beside the grid using its three-dot button. The green button marks the item currently displayed; select another item’s three-dot button to switch its details into the Window.

Explore the Window

Work with one item’s fields and linked records. Select a model control to read its explanation.

01Details02Documents03Assoc. Eq.04Defects05Actions06History07Window controls

Details

Details holds the equipment’s editable fields. Last update and Updated by provide update metadata above the form.

Device information

The Device group identifies the equipment and where it is installed.

Field	Meaning
Tag No	The required equipment identifier.
Description	A description of the equipment item.
Manufacturer / Model	The device’s manufacturer and model.
S/N	The individual device’s serial number.
Service	The device’s use or function.
Site / Area / Location	The installation site, area within it, and more specific location.
Installed	The recorded installation date.
Inspected	The recorded inspection date.

Ratings and classification

These groups distinguish information about the device from classification information about its installed location.

Group	Information recorded
Device Electrical Rating	Electrical and motor ratings, including KW, Voltage, Amps, Hz, RPM, Ia/In, and tE.
Device Ex Rating	The device’s explosion-protection rating: Protection, EPL, Group, T Class, Amb Min/Max, and IP.
Area Classification	Classification at the installed location: Zone, EPL, Group, T Class, Amb Min/Max, and IP.
IS Input (Device)	Intrinsic-safety information on the device side: IS Simple, Ui, Ci, Ii, Li, and Pi.
IS Output (Barrier)	Intrinsic-safety information on the barrier side: Uo, Co, Io, Lo, Po, and Um.

The same label, such as Group or T Class, can appear in both Device Ex Rating and Area Classification. Its group identifies whether the value describes the device or its installed location.

Project fields and comments

User Defined Fields contains other_1 to other_6, Comment 1, and Comment 2. These hold additional project information and supporting notes.

Saving changes

These controls concern edits to the displayed equipment item.

Control	Function
Save Changes	Applies pending field changes.
Discard Changes	Cancels pending field changes.

Grid editing is unavailable while the Window is open. Updates across checked equipment use Equipment — Update; opening this Window does not replace the grid selection.

Documents

Documents lists files linked to this equipment, such as certificates, inspection records, and photos. The project’s complete library is described in Documents.

The section’s grid menu provides these controls. Category values can appear as codes such as cert, insp_exo, or photo.

Group	Control	Function
Data	Refresh	Reloads the linked-document list.
Viewing	View	Opens a selected linked document in the viewer.
Viewing	View in Tab	Opens a selected linked document in a browser tab.
Creation	Add	Opens Add New to create a document and link it to the equipment named in the dialog.
Relationships	Remove	Removes a document relationship.
Relationships	Bulk Remove	Provides bulk document-link removal.

Adding and removing links

Existing documents are linked through Equipment — Link menu. Removing a relationship leaves the document in the project; project-level deletion is a separate operation in the Documents view.

Associated equipment

Assoc. Eq. lists secondary devices linked to the equipment, such as glands, seals, stopping plugs, and IS barriers. The list describes the relationships; each secondary device has its own Associated Equipment Window.

The section’s grid menu provides these relationship controls.

Control	Function
Unlink	Removes an associated-equipment relationship.
Bulk Unlink	Provides bulk relationship removal.

Links are created through Equipment → Link → Link Assoc Eq. Items. Unlinking leaves the secondary-device record in the project.

Defects

Defects lists issues linked to the equipment. Status identifies whether a defect is open or closed; its record contains the finding and rectification information. Field meanings and individual-record controls are described in Defect Window.

The section’s grid menu provides these record commands.

Control	Function
View History	Opens history for a related defect record.
Open Inspection Document	Opens its inspection document where available.
Update	Opens the related-defect update operation.

Project-wide updates and status changes are described in Defects.

Actions

Actions lists follow-up work linked to the equipment. An action’s type identifies its workflow, and priority records the assigned level of attention. Type-specific information and controls are described in Action Window.

The section’s grid menu provides these record commands.

Control	Function
View History	Opens history for a related action record.
Open Inspection Document	Opens its inspection document where available.
Update	Opens the related-action update operation.

Project-wide updates and status changes are described in Actions.

History

History shows recorded changes to this equipment. An empty history displays No Rows To Show; some column labels use internal-style names.

Control	Function
Refresh	Reloads the history grid.

Window controls and preferences

These controls are in the Window header.

Control	Function
Close sidebar (×)	Dismisses the Equipment Window.
Default tab settings	Opens the preference for which section appears first.

Default tab settings

The Default tab dialog offers these choices:

Choice	Behaviour
Remember last opened	Reuses the last opened section; the default choice.
Details / Documents / Assoc. Eq. / Defects / Actions / History	Opens the chosen section first.

Save applies the preference. Cancel closes the dialog without applying a new preference.

Related references and guides

Use these guides for procedures and spreadsheet requirements:

• Import Package Format — Equipment spreadsheet fields, required tag numbers, and formatting rules.

• Manage equipment — Add, update, link, archive, and restore equipment.

• Update items — Edit grid cells or apply selected-item updates.

• Download an IWP — Prepare equipment for inspection.

• Manage documents — Maintain files and document links.

• Manage associated equipment — Maintain secondary devices and their links.