Tools & Equipment

1. Click the green Manage Categories & Types button with the gear icon () in the top-right corner
2. This opens a separate page showing all categories and types in a hierarchical table

1. On the Categories & Types page, click Add Tool & Equipment Category
2. Enter the category name (e.g., "Hand Tools", "Test Equipment", "Safety Equipment")
3. Add a description if needed
4. Click Save

Types are specific classifications within a category:

1. Find the category in the table
2. Click the Add Type button () in the first column
3. Enter the type name (e.g., "Torque Wrench", "Multimeter", "Fire Extinguisher")
4. Optionally add a description
5. Click Save

You can reorganise types by moving them to different categories:

1. Click the Move Types button
2. Select the checkboxes next to the types you want to move
3. Use the Move to dropdown for each selected type to choose the destination category
4. Confirm the move when prompted
5. Click Cancel to exit move mode without making changes

1. Return to the main Tools & Equipment page
2. Ensure you're on the Active view (toggle at the top centre)
3. Click Add tools/equipment in the top-right corner
4. A window opens with the following fields:
   • Name: Descriptive name for the item (required)
   • Manufacturer: Equipment manufacturer
   • Part Number: Manufacturer's part number
   • Serial Number: Unique serial number for tracking
   • Category: Select from your defined categories
   • Type: Select from types within the chosen category
   • Date Renewed: Last calibration or renewal date
   • Next Due Date: When calibration or renewal is next required
   • Range: Specification range (e.g., "0-100 Nm" for torque wrench)
   • Date of Purchase: Purchase date for asset tracking
   • Location: Current base or storage location
5. Fill in all required and relevant fields
6. Click Save to add the item to your inventory
7. Click Cancel to close the window without saving

You can also add items directly from the equipment type row:

1. Expand the category (click the icon) to show types
2. Find the desired type
3. Click the Add New button () in the first column of that type's row
4. The add window opens with the category and type pre-selected
5. Fill in the remaining fields and click Save

1. Find the item in the table (use search if needed)
2. Expand the category and type to see the item
3. Click the edit button in the item's row
4. Modify the fields as needed
5. Click Save to apply changes

Bulk editing allows you to update common fields across multiple items simultaneously:

1. Click the Bulk edit button in the top-right corner
2. The interface changes to show selection checkboxes in the table
3. Select the checkboxes next to the items you want to edit
4. The button updates to show the count of selected items (e.g., "Edit items: 3")
5. Click the green Edit items: X button to open the bulk edit window
6. Make changes to the fields you want to update:
   • Only fields you modify will be updated across all selected items
   • Leave fields unchanged to keep individual item values
   • Useful for updating calibration dates, locations, or categories for multiple items at once
7. Click Save to apply changes to all selected items
8. Click the orange Cancel button to exit bulk edit mode without saving

1. Find the item in the Active view
2. Click the Deactivate button in the item's row
3. Confirm the deactivation when prompted
4. The item is removed from the Active view and moved to the Deactivated view

1. Toggle to the Deactivated view using the radio buttons at the top
2. Search or browse deactivated items
3. To reactivate an item, click the Reactivate button in its row
4. The item returns to the Active view

The hierarchical table structure allows you to expand and collapse categories and types:

• Category rows: Show in bold with a right-pointing arrow (). Click to expand and see types.
• Type rows: Show indented with a right-pointing arrow. Click to expand and see individual items.
• Item rows: Show as leaf nodes with detailed information in each column.
• Expand/Collapse All: Use the and buttons next to the Name column header to expand or collapse all rows at once.

Click any column header with a sort icon to sort the table:

• First click: Sort ascending
• Second click: Sort descending
• Sort icon: Shows when inactive, or when active

Sorting applies to all items currently displayed, respecting the hierarchical structure.

1. Click the Tools & Equipment Report button in the top-right corner of the table card
2. An insights/export window opens with report options
3. Select your preferred filters and export format (typically PDF or Excel)
4. Configure report parameters:
   • Filter by category or type
   • Include/exclude deactivated items
   • Choose specific bases or all locations
   • Select date range for calibration due dates
5. Click Generate to create the report
6. Download or view the generated report