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Create Tools

Integrating tools boosts task precision, streamlines workflows, and enhances productivity and resource management.

Updated over a week ago

Follow these steps to create a new tool and ensure all necessary information is accurately recorded for optimal resource management.

  1. Open the Assets List: Navigate to the Assets section in the application.

  2. Select Tools: Click on "Tools" to access tools management.

  3. Create New Tool: Click "New" to start adding a new tool.
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  4. Enter Tool Details: Provide the tool's name and description. Link a parent asset by typing in the name or clicking on the icon next to it. If this is a bulk tool, check the "Bulk" window.

  5. General Information: Under the "General" tab, enter comprehensive details including make, model, serial number, responsible organizations or owners, price, warranty information, and any other relevant specifics.
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  6. Attach Documents: In the "Documents" tab, a new list will appear where you can add necessary attachments.

  7. Connect Meters: If there is a meter associated with your tool, add it by following these simple steps.

  8. Add OHS Information: Include Occupational Health and Safety (OHS) details by following the provided link.

  9. Save the Tool: After entering all necessary information, click "Save" to create and add the new tool to your list.
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