Creating / Updating / Merging / Deleting Kinds
Categories and Kinds are how you will organize and define your equipment in Equipment Management. Kinds are the second level of equipment organization under the applicable Category, typically a secondary broad statement describing your items of equipment. For example, in a category Medical Equipment, you could have kinds such as Defibrillators, Medical Tapes, Spinal Boards, Trauma Shears, and so on. You will need to set a type for your Kind, this will be either reusable, disposable or vehicle. Kinds configured at the organization account level will automatically apply to any linked team accounts.
🔑ACCESS LEVEL REQUIRED: Owner, Editor and Member+ with Equipment Editor for team accounts, and organization account access for org accounts
⚠️ ATTENTION: Before you can add Kinds, you must first add a Category above it.
Quickly Navigate to a Specific Section in this Article:
- Creating a New Kind
- Updating an Existing Kind
- Merging Kinds
- Deleting an Existing Kind (we only recommend performing this action for items added in error)
Creating a New Kind
- Go to Logistics > Equipment
- For organization accounts, go to Organization Settings and select Categories & Kinds under the Equipment section
- Go to the Categories tab and open the category where you wish to add kinds
- Click Add or Create Kind
- Give the Kind a name and choose the type
- You can add Cost Per Hour and Cost Per Use for Reusable and Disposable Equipment. You can add Cost Per Mile and Cost Per Use for a Vehicle.
ℹ️ NOTE: Kinds are broken up into the following three categories:
- Reusable Equipment - Choose this for your regular stock equipment that will be reused such as radios, rescue equipment or personal protective equipment. By choosing this type, the system will record the number of times used and the number of hours used which you can report on.
- Disposable Supply - Choose this for disposable supplies such as medical supplies, bottled water or batteries.
- Vehicle - Choose this for equipment where mileage is tracked. This kind type has specific default data fields for mileage & odometer readings, you can report on this too.
Updating an Existing Kind
🔑ACCESS LEVEL REQUIRED: Owner and Editor for team accounts, and organization account access for org accounts
- Go to Team Settings or Organization Settings
- Under Equipment select Categories & Kinds
- Expand the Category the Kind is located under
- Click Edit
- Here you are able to edit the name, category and kind type
- Click Edit Kind
Merging Kinds
If you've created a kind in error or want to merge two of the same kinds into one, this is the best course of action.
🔑ACCESS LEVEL REQUIRED: Owner and Editor for team accounts, and organization account access for org accounts
- Go to Team Settings or Organization Settings
- Under Equipment select Categories & Kinds
- Expand the Category the Kind is located under
- Hover over the Kind you want to merge, then select Merge
- Choose the destination Category and Kind where you want to merge the items into
- Select Permanently Merge
Deleting an Existing Kind
Deleting a kind will permanently remove it from the account, along with any associated data. It might be better to merge the kinds instead—see the instructions above.
🔑ACCESS LEVEL REQUIRED: Owner and Editor for team accounts, and organization account access for org accounts
⚠️ ATTENTION: You cannot delete a kind of equipment if you have active equipment items in it, this is to prevent accidental mass deletion. To delete a category with items in it, you must first delete or move to another kind each item of equipment. There is no bulk delete function for this at the moment.
Once you have deleted all items in the kind you will now be able to delete the kind itself. You will see in the GIF below that the kind Tyvek Suits has 0 items in it, therefore the Delete option is available to choose.
- Go to Team Settings or Organization Settings
- Under Equipment select Categories & Kinds
- Expand the Category the Kind is located under
- Hover over the Kind you wish to delete
- Click Delete
- Type in the prompted word in the space to confirm
- Click I understand the consequences, delete and that role will no longer appear
