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Create a Tool

Tools help improve task precision, streamline workflows, and support efficient resource management.

Follow these steps to create a new 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 Tool 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

      • Parent Asset

      • Category

      • Warehouse

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

  4. Enter Other Info

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

      • Make

      • Model

      • Serial Number

      • Responsible organizations or owners

      • Price

      • Warranty information

      • Other applicable specifications

  5. Attach Documents

    • In the "Documents" section, add all the necessary attachments.
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  6. Connect Meters

    • If there is a meter associated with your tool, add it by following these simple steps.

  7. Add OHS Information

    • Include Occupational Health and Safety (OHS) details by following the provided link.

  8. Result

    • The new tool will be added to the asset list and ready for use.
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