Adding Inventory

Adding Machinery & Equipment, Structures and Tools enables critical records to be saved against them. Procedures and Checklists can be attached and maintenance recorded.

1. From the left menu, navigate to Inventory > Machinery & Equipment or Structures or Tools.
2. Click Add New.
3. Complete the form as required.
   
   Tip: When naming your inventory, give the item a name that would be used by your workers to make it easily identifiable.
   
   
   
   • Options specific to Machinery & Equipment:
     • Registration expiry
       Registration expiry date.
     • Set registration expiry reminder?
       If ticked, a task and notification will be generated as a reminder to re-register 7 days prior to expiry date.
     • Tickets or licence needed to operate?
       Tick the checkbox if relevant.
     • Odometer units
       To capture an odometer reading via the App, you must set the relevant units (hours, kilometres, miles).
       
     • Odometer reading
       Ender to current engine hours or odometer reading.
     • Schedule next maintenance by
       Indicate whether maintenance should be scheduled by date or by odometer units/hours for the item.
     • Next maintenance due at
       Enter when next maintenance is due.
     • Generate reminder at
       If tracking next maintenance by odometer units (hours, kilometres, miles), define how far in advance you want a reminder (task and push notification) generated.
     • Purpose
       Allows you to describe details of the next maintenance.
     • Maintenance frequency notes
       Allows you to record any other general notes about maintenance scheduling for the item.
   • Options specific to Tools:
     • Test/tag Expiry
       Captures when the last conducted test/tag expires. 
     • Set test/tag expiry reminder?
       If ticked, a task and notification will be generated as a reminder 30 days prior to the Test/tag expiry date.
     • Ticket or licence needed to operate?
       Tick the checkbox if relevant.
4. Click Save.