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Create a Bulk Tool

Bulk tools allow you to manage tools that are available in quantities, making it easier to track and allocate resources for maintenance tasks.

Follow these steps to create a new bulk tool:

  1. Open the Assets List

    • Navigate to the Assets section in the application.

    • Select All to open the asset list.

  2. Start Creating a Tool

    • Click New and select Bulk Tools to open the tool creation form.

    • Enter the required basic information, then select Create & Open to create the tool record.
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  3. Complete General Information

    • Once the tool record is created, review and complete the available fields under General Info, including:

      • Name

      • Code

      • External ID

      • Priority

      • Description

      • Category

      • Location (Address, City, Postal Code, Country, State)

  4. Enter Other Information

    • Under Other Info, enter any additional relevant details, such as:

      • Make

      • Model

      • Serial Number, if applicable

      • Responsible organizations or owners

      • Price

      • Warranty information

      • Other applicable specifications

  5. Attach Documents

    • Under Documents, add any necessary attachments related to the tool.
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  6. Connect Meters

    • If the tool has an associated meter, add it by following these steps.

  7. Add OHS Information

    • If applicable, include Occupational Health and Safety (OHS) details by following these instructions.

  8. Save the Bulk Tool

    • Once all necessary information has been entered, the new bulk tool will be added to the asset list and ready for use.
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