Configuring Equipment Settings

Configuring equipment settings involves adjusting various parameters to align your account with your specific requirements.

🔑 ACCESS LEVEL REQUIRED: Owner

  1. Go to Team Settings
  2. Under Equipment select Equipment Settings
  3. Here you can turn on or off certain modules within Equipment Management 
  4. You can also make additional setting changes (see the below list for more details on each setting)
  5. Click Save Changes

Auto-Unserviceable

If this is set to On and an item of equipment expires, the item will automatically change status to be out of service.

Show in Lists

Tick the boxes if you want this information displayed in the list view.

Barcode Type

Here you can select the barcode type you wish to use.

Activity Usage

Enable this to include nested items by default in your activities. This can always be toggled off for individual activities under the equipment tab.

Remind Before Expiry

Set the default number of days before warning notifications are set on expiring items of equipment. Warnings can also be set on individual items.

Labels

You can change the labels that appear in your account and once they have been re-named, they will be shown as below.

ℹ️ NOTE: The orange ✔️*Operational link indicates there is an Operational item of equipment has one or more items nested within it (contents) that are marked as Unserviceable/Lost/Inactive.

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