Overview
The Equipment Manager tracks the field instruments and devices your team uses (for example, pH meters, flow meters, GPS units). Each piece of equipment has a type, can be organized into categories, and can be assigned to specific users. Equipment information can be referenced in inspection reports.
Accessing the Equipment Manager
Click the Settings (gear icon) in the upper right corner of the page.
Select Manage Equipment.
You'll see a list of all equipment records on the account.
Adding a new piece of equipment
From Settings > Manage Equipment, click the option to add new equipment.
Fill in the equipment details:
Equipment Type: select from your configured list of types.
Categories: optionally assign one or more categories for organization.
Assigned Users: select which users have this equipment assigned to them.
Click Save.
Editing equipment
From the equipment list, click the equipment record you want to edit.
Update the fields as needed.
Click Save.
Deleting equipment
Open the equipment record you want to remove.
Click the delete option.
Confirm the deletion.
Deleted equipment records cannot be recovered. If equipment has historical usage on past reports, consider marking it inactive or reassigning it to a different user instead of deleting.
Configuring Equipment Types
Equipment Types are the categories of equipment your organization tracks (for example, pH meters, flow meters, hand-held GPS units, turbidity meters).
Click the Settings (gear icon) in the upper right corner of the page.
Select Equipment Types.
Add, edit, or remove the types your organization needs.
New types you create here become available in the Equipment Type dropdown when adding equipment.
Equipment in inspection reports
Inspection report templates can reference equipment. When a template includes an equipment field, the form pulls from the equipment assigned to the user filling out the report. Template configuration is handled by the SwiftComply team; if you need an equipment field added to a report template, contact your SwiftComply representative.
FAQ
Q: How does equipment appear in inspection reports?
A: If your report template includes an equipment field, the dropdown is filtered to the equipment assigned to the user completing the report. Templates are configured by the SwiftComply team.
Q: Can I create custom equipment types?
A: Yes. Go to Settings > Equipment Types to add types specific to your organization.
Q: Can multiple users share the same equipment record?
A: Yes. A single equipment record can be assigned to multiple users.
Q: What happens if I delete equipment that's referenced in past reports?
A: Past reports retain whatever was recorded at the time they were filled out. Deleting the equipment record removes it from the dropdown for new reports but does not alter historical records.