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Configuring Equipment Types

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By Robert Espinola

September 26, 2024

Equipment Types define how the equipment is described, what the default inspection interval is, and what fields are available.

To alter an equipment type please take the following steps.

  1. Log in to https://yourcompanyname.coreinspection.com
  2. Go to “Configuration” -> “Equipment Types”
  3. Scroll to the Equipment Type you want to edit and press “Open”
  4. The Field “Description” is the name of this equipment type.  Edit as required.
  5. The "Description Formula" field determines how an equipment type is named when saved. For example, a formula like "<<Manufacturer>> Chain Sling" will replace <<Manufacturer>>with the actual manufacturer name. So, if the manufacturer is "Yoke", the description will become "Yoke Chain Sling".

    It's important that the field names within << >> match the exact name of the equipment attribute, including spaces and capitalization. For example, "<<Manufacturer >>" (with extra spaces) will not work.

    You can also use {} in the formula to conditionally show text. This means any content between {} will only be displayed if the corresponding fields inside << >> have values. For instance, "{<<Length>>m }" Rope will display just "Rope" if the Length is not provided, and "1m Rope" if the Length is set to 1. The "m " will only appear when a Length is present.

  6. The inspection interval defines how frequently this item of equipment needs to be inspected.
  7. You can re-order Equipment Type Attributes by clicking on this icon   holding the mouse button down and moving the equipment type attribute up or down.
  8. You can delete an equipment type attribute by clicking the delete button.  Caution should be taken when deleting equipment type attributes.  When a fields is deleted it will no longer appear for any equipment items in the system.  Should you delete an equipment type attribute accidentally, please contact support@coreinspection.com and we will reinstate it for you.
  9. You can add a new field by clicking the add field button.
  10. Reference documents can be added to the equipment type by dragging and dropping files onto the space that says “Drop files to upload”
  11. The Equipment Type can be saved by clicking “Save Definition”.

To add a new equipment type 

  1. Log in to https://yourcompanyname.coreinspection.com
  2. Go to “Configuration” -> “Equipment Types”
  3. Click “Add New”
  4. Repeat steps 4 onwards from above.

Please note, there is a copy function available as well which is a good way to copy an existing equipment type.


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