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Create an equipment type
Group similar equipment and prepare maintenance settings.
On this page
Before you start
- Check that the type does not already exist. You need access to organization settings.
Identify the type
Open the new equipment-type form and enter the required name. The form identifies this as the Portuguese name. Add a description that distinguishes this type from similar ones.
Set maintenance details
Choose an icon and, where applicable, the unit price and tax rate. If using a maintenance interval, enter it in months. List recommended tools, one per line.
Save and prepare the checklist
Save the type. Then associate the appropriate checklist template in report settings. Creating a type does not automatically create inspection questions.
Check the result
The type is available when registering equipment.
If something gets in the way
Cannot find the type?
Check that you saved in the correct organization and refresh the selector. Avoid creating a second type with the same meaning.