An Equipment Type refers to the specific type of equipment within a broader category. For example, in the Hand Tools category, a Makita Cordless Drill would be the equipment type.
Creating and managing equipment types allows you to clearly define the exact tools or machinery your business owns, track them more effectively, and link all related information — manuals, checklists, documents, and specifications — to that type for easy management.
Steps to Add a New Equipment Type
Select the Equipment tile.
Click on the Types tab.
Click the + Add New button.
A pop-up window will appear.
Complete the following information:
Category (mandatory) – Select from the drop-down list (these are the categories already created in your category library).
Name (mandatory) – Enter the name of your equipment type (e.g. Cordless Drill).
Manufacturer – Optional field (e.g. Makita).
Model – Optional field (e.g. DHP484).
Once complete, click Save.
Your new Equipment Type is now added.
Use Case
As with categories, Equipment Types are typically set up by Equipment Managers or Admin Users who are responsible for establishing and maintaining the equipment inventory.
For consistency and accuracy, it’s recommended that only a few key people are responsible for creating both categories and types.
💡 Tips
Use clear, consistent naming conventions (for example, include manufacturer and model where appropriate) to avoid duplicate or confusing equipment types.
Before creating a new type, check the existing list to ensure it hasn’t already been set up under a slightly different name.