When should I use this guide?
When you want to register new equipment owned by the company.
When you want to register a single item of equipment or several identical items of equipment.
Requirements
You are logged in to Infobric Equipment.
You are a user in the company. Creating equipment is not restricted to company administrators.
You do not need to add an image to create the equipment.
How to do it
Choose Individual or Group
Individual is used for equipment that needs to be tracked individually. You can enter an individual number and serial number, but both are optional.
Group is used for identical equipment managed as a quantity rather than as separate individual items. Enter Quantity. The individual number and serial number fields are not used for Group.
Fields and place details
Brand and Model are optional. Description is required in the app but not in the web form. Enter a clear description so the equipment is easy to recognise.
For Individual, the identification fields are called Item no. and Serial number on the web, but Individual number and Serial number in the app.
If the equipment has a label from Infobric Equipment, enter the code printed on the label in Item no. on the web or Individual number in the app. The label is a small sticker with a code that identifies the equipment.
Current place indicates where the equipment is located. Home place indicates where it belongs. These places may be prefilled if you start from a place. Check both fields before saving.
The place fields are not required in these forms. If you do not select Current place, the equipment is registered at the company's unknown place. Home place can be left empty.
On the web
Open Owned, or open the place where you want to register the equipment.
Click Add equipment.
Select Individual or Group under Type of item.
If you select Group, enter Quantity.
Fill in the details you have in Brand, Model and Description.
For Individual, fill in Item no. and Serial number if you have those details.
Select or check Current place.
Select or check Home place.
Click Add to create the equipment.
If Department or Category appears, you can select these details as needed. They are shown depending on the company's settings and where you start.
Once you have created the equipment, Success! appears and the dialog closes. If you started from Owned, the new equipment's page opens. If you started from a place, you remain in the place view and its equipment list is updated.
In the app
Tap Items in the bottom menu.
Tap the camera button with a plus sign in the bottom right corner.
Take a photo or tap Without image to open the form.
Select Individual or Group.
If you select Group, enter Quantity.
Fill in Description, and add Brand and Model as needed.
For Individual, fill in Individual number and Serial number if you have those details.
Select or check Current place.
Select or check Home place.
Tap Create.
If the camera is not available, Continue without camera may appear as a way to open the same form.
Once the equipment is created, its page opens and the message Saved appears.
If it does not work
First, check that:
you are logged in to Infobric Equipment,
you have entered Description in the app,
you have entered Quantity if you selected Group.
If an individual number or serial number is already in use
Check whether the equipment is already registered before creating a new entry. The form may display a warning if the number already exists in the company.
Tips!
Choose Individual when each item of equipment needs to be identified separately. Choose Group when you want to manage identical equipment as a quantity.
Current place and Home place can be different. Enter the actual location and where the equipment belongs, even if the form has suggested the same place in both fields.