Company Equipment Setup Guide

Permissions

Action	None	Read Only	Standard	Admin	Notes
Add or Remove from Equipment from Projects  Web
Configure Advanced Settings  Web
Configure Columns for Equipment  Web
Configure Equipment Connection for Caterpillar  Web
Configure Equipment Connection for John Deere  Web
Configure Equipment Connection for Samsara  Web
Create an Equipment Record  Web
Delete an Equipment Record  Web
Disconnect an Equipment Telematics Connection  Web
Edit an Equipment Record  Web
Generate QR Codes for Equipment  Web
Import Equipment  Web
Recover Equipment Records from the Recycle Bin  Web
Scan QR Codes for Equipment  iOS     Android
Search, Sort, and Filter Equipment  Web
Set Current Project  Web
Sync Equipment Telematics Data  Web
View Change History  Web
View Equipment Details in the Company Equipment Tool  Web
View Equipment on the Map in the Company Equipment Tool  Web
View Equipment Project Assignments  Web

 Legacy Content

For the legacy Equipment experience, reference these permissions.

Company Level Equipment

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add a Project Log to a Company Level Equipment Entry
Configure Advanced Settings: Company Level Equipment Tool
Create a Company Level Equipment Entry 1
Customize the Column Display in the Company Level Equipment Tool
Delete a Company Level Equipment Category or Type
Delete a Company Level Equipment Entry 1
Delete a Company Level Equipment Make or Model
Edit a Company Level Equipment Category or Type
Edit a Company Level Equipment Entry 1
Edit a Company Level Equipment Make or Model
Import Company Owned Equipment
Perform Bulk Actions in the Company Level Equipment Tool
Prepare Company Owned Equipment for Import
Retrieve a Company Level Equipment Entry from the Recycle Bin 1
Search and Filter Company Level Equipment Entries
Set Up Default Equipment
View a Company Level Equipment Entry
View the Change History of a Company Level Equipment Entry

¹ Users with 'Standard' permission can only perform the task on the equipment entries they create. 

Category and Type Configuration

1. Under the 'Category & Type' tab, enter a category of equipment.
2. Click Create.
3. Under the category, enter the type of equipment.
4. Mark the Active checkbox to make the option available when creating and editing equipment records.
5. Click Create.
6. 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

1. Click the 'Make Configuration' tab.
2. Enter the make for the equipment.
3. Click Create.
4. Under the make, enter the model and select the type.
5. Mark the Active checkbox to make the option available when creating and editing equipment records.
6. Click Create.
7. 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.

Delete a Single Record

1. Navigate to the company's Equipment tool.
2. Hover over the equipment record and click the delete  icon.
3. Click Delete to confirm.

Bulk Delete Records

1. Navigate to the company's Equipment tool.
2. Mark the checkboxes for the records you want to delete.
3. Click Move to Recycle Bin.
4. Click Delete to confirm.

Search for Equipment

1. Navigate to the company's Equipment tool.
2. Enter a keyword into the search box.
3. Search returns results for data within the following fields:
   • ID
   • Model
   • Name
   • Serial Number.

Sort Equipment

1. Navigate to the company's Equipment tool.
2. Click the column header to sort by that column.
3. Optional: Click again to switch between  ascending ascending or  descending order.

Filter Equipment

1. Navigate to the company's Equipment tool.
2. Click Filters.
3. Select to filter by the following fields:
   • Status
   • Category
   • Type
   • Make
   • Model
   • Year
   • Ownership
4. To clear filters, click the 'x' on the individual filter or click Clear all Filters.

Add Equipment to Existing Fieldset

1. Navigate to the Company level Admin tool. 
2. Under 'Tool Settings', click Inspections.
3. Click Edit next to the fieldset you want to modify.
4. Click the toggle for Equipment (Beta) to the ON  position.
5. For all other fields, click the toggle to the ON  position to make the field visible in the section.
   OR
   Click the toggle to the OFF  position to hide the field in the section.
6. Mark the 'Required' checkbox to designate the field as required.
   OR
   Clear the 'Required' checkbox to designate the field as optional.
   Notes:
   • Fields without a checkbox are optional by default and cannot be changed to required.
   • A gray marked checkbox  indicates that the field is required by default and cannot be changed to optional.
7. Click Save.
8. In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
   • In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
   • In the 'Apply changes to [#] project(s)?' window, click Confirm.
9. Optional: To set a fieldset as the default for new projects, click the  icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.

Create a New Configurable Fieldset

1. Navigate to the Company level Admin tool. 
2. Under 'Tool Settings', click Inspections.
3. Click Create New across from the Inspection Type you want to configure fieldsets for.
4. Enter a name for the fieldset and click Create.
5. Click the toggle for Equipment (Beta) to the ON  position.
6. For all other fields, click the toggle to the ON  position to make the field visible in the section.
   OR
   Click the toggle to the OFF  position to hide the field in the section.
7. Mark the 'Required' checkbox to designate the field as required.
   OR
   Clear the 'Required' checkbox to designate the field as optional.
   Notes:
   • Fields without a checkbox are optional by default and cannot be changed to required.
   • A gray marked checkbox  indicates that the field is required by default and cannot be changed to optional.
8. Click Save.
9. In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
   • In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
   • In the 'Apply changes to [#] project(s)?' window, click Confirm.
10. Optional: To set a fieldset as the default for new projects, click the  icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.

Add Equipment to Existing Template 

1. Navigate to the Company level Inspections tool.
2. Click Edit next to the template you want to edit.
   Note: It must have the same Inspection Type as the fieldset where the Equipment field was added (for example, Safety).
3. Under Inspection Items, add sections and items to your inspection as follows related to your equipment:
   • + Add section: Click this button to add a section to your inspection template. 
   • + Add item: Click this button to add an item within the current section.
   • + Quick Add: See What is Inspection Template Item Quick Add?
     Note: You can reorder individual items within a section of your template by dragging your item with the reorder  icon. To reorder an entire section, click the toggle on  icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
   • + Add References: Click this button to attach files from your computer for additional inspection item details. 
4. Select a response type for individual items from the Response Type menu.
   OR
   To select the same response type for multiple items, mark the checkboxes next to the individual items or the section header, then click the Edit Response Type button.
5. To turn on inspection item requirements, tab or scroll over to the Require Observations On or Require Photos On columns.
   Note: If the requirement is not provided by the user, the inspection response will not be saved.  
6. Click Select a Response.
   • Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
   • Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
   • Click 'X'  to remove any of your response types. 
7. Click Update.

Create a New Template

1. Navigate to the Company level Inspections tool.
2. Click Create.
   Note: You can also Clone an Existing Company Level Inspection Template.
3. Enter the General Information.
4. For the Type, choose the Inspection Type that includes the Equipment in the configurable fieldset (for example, Safety).
   Note: The Equipment field does not display in the template but is available when the inspection is created in a project.
5. Under Inspection Items, add sections and items to your inspection as follows related to your equipment:
   • + Add section: Click this button to add a section to your inspection template. 
   • + Add item: Click this button to add an item within the current section.
   • + Quick Add: See What is Inspection Template Item Quick Add?
     Note: You can reorder individual items within a section of your template by dragging your item with the reorder  icon. To reorder an entire section, click the toggle on  icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
   • + Add References: Click this button to attach files from your computer for additional inspection item details. 
6. Select a response type for individual items from the Response Type menu.
   OR
   To select the same response type for multiple items, mark the checkboxes next to the individual items or the section header, then click the Edit Response Type button.
7. To turn on inspection item requirements, tab or scroll over to the Require Observations On or Require Photos On columns.
   Note: If the requirement is not provided by the user, the inspection response will not be saved.  
8. Click Select a Response.
   • Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
   • Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
   • Click 'X'  to remove any of your response types. 
9. Click Create.

Add Equipment to Existing Template 

1. Navigate to the Project level Inspections tool.
2. Click the Configure Settings  icon.
3. Click the Templates tab.
4. Click Edit next to the template you want to edit.
   Note: It must have the same Inspection Type as the fieldset where the Equipment field was added (for example, Safety).
5. Under Inspection Items, add sections and items to your inspection as follows related to your equipment:
   • + Add section: Click this button to add a section to your inspection template. 
   • + Add item: Click this button to add an item within the current section.
   • + Quick Add: See What is Inspection Template Item Quick Add?
     Note: You can reorder individual items within a section of your template by dragging your item with the reorder  icon. To reorder an entire section, click the toggle on  icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
   • + Add References: Click this button to attach files from your computer for additional inspection item details. 
6. Select a response type for individual items from the Response Type menu.
   OR
   To select the same response type for multiple items, mark the checkboxes next to the individual items or the section header, then click the Edit Response Type button.
7. To turn on inspection item requirements, tab or scroll over to the Require Observations On or Require Photos On columns.
   Note: If the requirement is not provided by the user, the inspection response will not be saved.  
8. Click Select a Response.
   • Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
   • Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
   • Click 'X'  to remove any of your response types. 
9. Click Update.

Create a New Inspection Template

1. Navigate to the Project level Inspections tool.
2. Click the Configure Settings  icon.
3. Click the Templates tab.
4. Click Create.
5. Enter the General Information.
6. For the Type, choose the Inspection Type that includes the Equipment in the configurable fieldset (for example, Safety).
   Note: The Equipment field does not display in the template but is available when the inspection is created in a project.
7. Under Inspection Items, add sections and items to your inspection as follows related to your equipment:
   • + Add section: Click this button to add a section to your inspection template. 
   • + Add item: Click this button to add an item within the current section.
   • + Quick Add: See What is Inspection Template Item Quick Add?
     Note: You can reorder individual items within a section of your template by dragging your item with the reorder  icon. To reorder an entire section, click the toggle on  icon next to Reorder Sections and drag the sections of your choice. Turn off Reorder Sections to continue creating your template. 
   • + Add References: Click this button to attach files from your computer for additional inspection item details. 
8. Select a response type for individual items from the Response Type menu.
   OR
   To select the same response type for multiple items, mark the checkboxes next to the individual items or the section header, then click the Edit Response Type button.
9. To turn on inspection item requirements, tab or scroll over to the Require Observations On or Require Photos On columns.
   Note: If the requirement is not provided by the user, the inspection response will not be saved.  
10. Click Select a Response.
    • Status: You can select either a 'Conforming' or 'Deficient' status, or you can select both.
    • Responses: You can select either 'Pass', 'Fail', or 'N/A' responses, or you can select a combination of the three. You can also select 'Not Required'. 
    • Click 'X'  to remove any of your response types. 
11. Click Create.