Administration & Setup
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      2. Inventory
      3. Administration & Setup

      Adding a new Inventory item

      Adding a new inventory item can be easily completed on both the desktop and the mobile App.

      Adding a new inventory item on desktop

      Adding a new inventory item on Mobile App 

      On Desktop

      1. In the side menu, select Inventory> Machinery and Equipment, Structures or Tools then click Add New.



      2. Complete the form as required.
        Tip -When naming your inventory, give the item a common name that would be used by your workers to make it easily identifiable.



      3. (Optional) Upload Image.
        • Machinery and Equipment Options
          • Set 30 day registration expiry reminder?
            Note - This will initiate a task to remind you to re-register 30 days prior to expiry date.
          • Check ticket or license needed to operate?
          • Maintenance details - If you would like to capture machinery hours or kilometres via the App, you can set this up here.

             
        • Tools Options
          • Set 30 day test/tag expiry reminder? 
            Note - This will initiate a task to remind you to test/tag 30 days prior to expiry date.
          • Check ticket or license needed to operate?
      4. Click Save.
        Tip         - A unique QR Code will automatically be created when the item is saved. (QR codes only available in the Pro and Enterprise subscriptions)

      On App

      Adding a new inventory item - Mobile App
      1. From the main menu, select Inventory> Machinery, Structures or Tools then tap + Add New.
      2. Complete the form as required.
        Tip -When naming your inventory, give the item a common name that would be used by your workers to make it easily identifiable.
      3. (Optional) Tap the camera symbol next to the name field. You can take a new image or choose from your phones gallery.
        Tip – Photos taking on mobile phones are best taken in landscape mode.
        • Machinery and Equipment Options
          • Set 30 day registration expiry reminder?
            Note - This will initiate a task to remind you to re-register 30 days prior to expiry date.
          • Check ticket or license needed to operate?
        • Tools Options
          • Set 30 day test/tag expiry reminder?
            Note - This will initiate a task to remind you to test/tag 30 days prior to expiry date.
          • Check ticket or license needed to operate?
      1. Tap Save.
        Tip -A QR Code will automatically be created when the item is saved. This is available to print on the desktop. (QR codes only available in the Pro and Enterprise subscriptions)