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Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to create Equipment Reports, users will need Create permissions for the specified report
Adding Equipment to a Project can be done easily using the SiteMax Mobile App. Equipment Profile, Reports, and Attachments can all be managed from your users' mobile devices.
Create an Equipment Report
To create an Equipment Report in the mobile app:
Click the "+ Add" Button in your Project or Company toolbar.
Select "Equipment" and "Add Report" (note: you can also scan your equipment by selecting "Scan Equipment"
Your list of Equipment will appear. Select one.
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βYou will see your list of Equipment Reports
Select your chosen report and fill out.
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Edit an Equipment Report
Equipment reports exist on the equipment profile. To access an existing equipment report on mobile, access the equipment profile by scanning the QR code or by selecting the Equipment module in the sidebar menu.
Select Equipment
Choose your equipment and click on the Reports tab
Your Equipment Reports will appear. Select the report you wish to edit
Note: You can access all created equipment reports through your Company Reports module
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