Configure Advanced Settings: Company Equipment
Objective
To configure advanced settings in the company's Equipment tool.
Background
In the company's Equipment tool settings, you can configure your equipment categories, types, and makes. These options are provided when creating and editing equipment records in the Equipment tool.
Things to Consider
- Required User Permissions
- You can only delete categories, types, or makes if they are not currently assigned to an equipment record.
Steps
- Navigate to the company's Equipment tool.
- Click the configure settings
icon.
Category and Type Configuration
- Under the 'Category & Type' tab, enter a category of equipment.
- Click Create.
- Under the category, enter the type of equipment.
- Mark the Active checkbox to make the option available when creating and editing equipment records.
- Click Create.
- Click the caret
next to the category to expand the section and see the available types.
Note: Click the delete
icon to remove available options.
Make Configuration
- Click the 'Make Configuration' tab.
- Enter the make for the equipment.
- Click Create.
- Under the make, enter the model and select the type.
- Mark the Active checkbox to make the option available when creating and editing equipment records.
- Click Create.
- Click the caret next to the make to expand the section and see the available models.
Note: Click the delete icon to remove available options.