Dashboard > Equipment
Dashboard > Select a Project > Equipment
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 add equipment reports, users will need Create permissions for the relevant forms.
Equipment reports can be created by using the Form Builder and creating a report template.
Equipment Reports
You can manage your Equipment Reports two ways: within your Equipment's profile at the Company level, or in your Equipment Reports tab at the Project level.
Project Level
Project Level
You can find your Equipment Reports at the Project level in your Project's Equipment module, under the Equipment Reports tab.
Much like your Site/Safety Report modules, select the Report you want to fill out and click "+Add Form" at the top of the page.
From here, you will be able to then select the piece of Equipment you want to attribute your form too.
Select the Equipment and click "Continue"
The form will open up and you can fill it out as usual
Bulk Actions
Bulk Actions
In the Equipment Reports tab, you have the same Actions menu as with your Site/Safety Reports modules.
Under the Actions dropdown, you can choose to:
Export your PDF forms
Lock/Unlock all selected forms
Bulk Edit - Under the Bulk Edit action you can edit the following:
Lock/Unlock
Assignee
Assigned Date
Status
Label
Individual Actions
Individual Actions
Each form has a list of actions that can be applied to it. Click on the 3-dot button at the far right of your form. Under this, you'll see the following options:
Lock/Unlock
Update Project - Attribute your Equipment Report to another project
Update Label
Update Status
Update Assigned Date
Update Assigned User
View History - View the history of the form's updates/distributions
Manage Sign-Off - If Sign-Off has been enabled for form
Delete - Remove the form from your list
Company Level
Company Level
In the Equipment module at the Company Level, select your Equipment by clicking on the Name/Description field
On the Equipment Detail pop-up page, you will see 4 sections: Profile, Maintenance, Reports, Log. Click on Reports to add an Equipment Report to the equipment.
On the left side is a list of all forms available within Equipment reports. The number beside the form name represents the number of forms completed for this equipment. Select the form you want to create by clicking on the name of the form. Click Add Form and fill the report with the relevant information.
NOTE: Multiple PDF Export allows you to select an already created form that you can then download. You are able to download the forms as a zip file, as individual forms, or as a merged PDF of all the forms.
Learn more about Equipment Reports in the Mobile App!