How to set up the Equipment Register

The Equipment Register allows organisations to define how equipment is categorised, assigned, inspected, and documented. 

The following list describes different items that can be configured as part of the Equipment Register functionality.

1. Equipment Types

Equipment types are used to categorise equipment and are available as a filter and selection field.

To add a new Equipment Type:

1. Above the Equipment Types section, click on the +Add button to add new types
   
   
    

2. Add the Equipment Type's name.
    

3. Set the Caution Period (in days).
    

4. Click on the tick to save the item.

To edit or delete an Equipment Type

• To edit the entry, select the pencil icon and make the changes.

• To delete the entry, select the bin icon.

2. Assignment Types

Assignment Types define additional locations equipment can be assigned to when Other is selected.

To add a new Assignment Type:

1. Above the Assignment Types section, select + Add.
   
   
    

2. Enter the Assignment Type name.
    

3. Select the tick to save the item.

To edit or delete an Assignment Type:

• To edit the entry, select the pencil icon and make the changes.

• To delete the entry, select the bin icon.

3. Attachment Types

Attachment Types control the categories available when uploading documents or images to equipment items.

To add a new Attachment Type:

1. Above the Attachment Types section, select + Add.
   
   
    

2. Enter the Attachment Type name and Description.
    

3. Select the tick to save the item.

To edit or delete an Attachment Type:

• To edit the entry, select the pencil icon and make the changes.

• To delete the entry, select the bin icon.

4. Equipment Owner Roles

Roles can be assigned to equipment and linked to a specific person.

To add a new Role:

1. Above the Equipment Owner Roles section, select +Add.
   
   
    

2. Enter the Role name and Description.
    

3. Select the tick to save the item.

To assign a Role:

1. Underneath the Equipment Owner Roles and above the Role Assignments table, click +Add.
    

2. In the Role dropdown list, choose one of the existing roles.
   
   
    

3. In the Personnel column, assign the role to a person.
   Each role can only be assigned to one person.
    

4. Select a specific Base or leave the Global selection.
   If the same role is required at multiple separate bases, create separate role entries.
    

5. Click on the tick to save the item.
    

To edit or delete a Role or Role Assignment:

• To edit the entry, select the pencil icon and make the changes.

• To delete the entry, select the bin icon.

5. Inspection Templates

Inspection Templates are used as checklists when creating equipment inspections.

To learn how to create an Inspection Template, see this guide: How to create Inspection Templates