Equipment Setup Guide

• Required User Permissions

• Add to Existing Fieldset

• Create a New Fieldset

Add Equipment to Existing Fieldset

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Daily Log.

3. Under the 'Type' tab, click the toggle for Equipment to the ON position.

4. Click the 'Fieldsets' tab.

5. Under 'Equipment Log,' click Edit next to the fieldset you want to modify.

6. Update field visibility:

   1. Click the toggle to the ON position to make the field visible in the section.

   2. Click the toggle to the OFF position to hide the field in the section.

7. Update required fields:

   1. Mark the 'Required' checkbox to designate the field as required.

   2. 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. Optional: Add Custom Fields.

9. Click Save.

10. Click Assign Projects to add the fieldset to projects.

    1. Mark the checkbox next to each project you want to apply the fieldset to and click Update.

    2. Click Confirm.

11. 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 Daily Log.

3. Under the 'Type' tab, click the toggle for Equipment to the ON position.

4. Click the 'Fieldsets' tab.

5. Click Create Fieldset and select Equipment Log.

6. Enter a name for the fieldset and click Create.

7. Click the toggle for Equipment to the ON position.

8. Update field visibility:

   • For all other fields, click the toggle to the ON position to make the field visible in the section.

   • Click the toggle to the OFF position to hide the field in the section.

9. Update required fields:

   • Mark the 'Required' checkbox to designate the field as required.

   • 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.

10. Optional: Add Custom Fields.

11. Click Save.

12. Click Assign Projects to add the fieldset to projects.

    1. Mark the checkbox next to each project you want to apply the fieldset to and click Update.

    2. Click Confirm.

13. 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.