How to add Equipment Types

To start your equipment inventory, we first need to build templates for the equipment type. This enables you to customize what information is collected from a type of equipment. Click admin in the bottom left hand corner and then click Equipment Types. Click add an equipment type, enter in the name and description if applicable. The basic information defaults to make, model, serial number, unit number, and image. You can then add additional fields much like the training templates and forms. For example, we are going to add license plate number, insurance provider, policy number, and insurance expiry date. Once complete, click save. Click the check plus icon to publish the template which is indicated by the green checkmark. This informs you that the template is active and ready for use. We are now ready to add equipment.