Equipment Setup Guide

• Required User Permissions

• You can only delete categories, types, or makes if they are not currently assigned to an equipment record.

• Category and Type Configuration

• Make Configuration

Category and Type Configuration

1. Navigate to the company's Equipment tool.

2. Click the settings icon.

3. Click the Category & Type tab.

4. Enter a category name.

5. Click Create.

6. Under the category, enter the type of equipment.

7. Mark the Active checkbox to make the option available when creating and editing equipment records.

8. Click Create.

9. 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. Navigate to the company's Equipment tool.

2. Click the settings icon.

3. Click the Make Configuration tab.

4. Enter the make name.

5. Click Create.

6. Under the make, enter the model and select the type.

7. Mark the Active checkbox to make the option available when creating and editing equipment records.

8. Click Create.

9. 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.