Overview
My Equipment tracks the field instruments and devices you use (for example, pH meters, flow meters, GPS units). Each user has their own equipment list. Each piece of equipment has a type, can be organized into categories, and keeps a calibration log. Equipment information can be referenced in inspection reports.
Accessing My Equipment
Click the Settings (gear icon) in the upper right corner of the page.
Under User Settings, select My Equipment.
You'll see a list of the equipment assigned to you, showing each item's Type, Description, Manufacturer, Model, Serial Number, and Categories.
My Equipment appears in Settings only after at least one equipment type has been set up (see Configuring Equipment Types below).
Adding a new piece of equipment
From Settings > My Equipment, click Add Equipment.
Fill in the equipment details:
Type: select from your organization's list of equipment types.
Categories: optionally assign one or more categories.
Description, Manufacturer, Model, and Serial Number.
Click Save.
The new equipment is added to your My Equipment list.
Editing equipment
From Settings > My Equipment, open the Actions menu on the equipment's row and select Edit.
Update the fields as needed.
Click Save.
Deleting equipment
From Settings > My Equipment, open the Actions menu on the equipment's row and select Delete.
Confirm when your browser asks Are you sure you want to delete?
⚠️ Deleted equipment records can't be recovered.
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.
Under App Settings, select Equipment Types.
Add, edit, or remove the types your organization needs.
Equipment Types is available to administrators. New types you create here become available in the Type dropdown when adding equipment in My Equipment.
Equipment in inspection reports
Forms can include a User Equipment Field Group, which is tied to an equipment category. When the field is set to prepopulate, it fills in with the equipment in that category from the My Equipment list of the user filling out the report, including each item's most recent calibration date and notes. The field's labels are set per form. Equipment fields are added to forms in the Form Builder (see Getting Started with the Form Builder).
FAQ
Q: How does equipment appear in inspection reports?
A: If the form includes a User Equipment Field Group set to prepopulate, it fills in with the equipment in your My Equipment list that belongs to the field's equipment category.
Q: Can I create custom equipment types?
A: Yes. Administrators can add types specific to your organization in Settings > Equipment Types.
Q: Can multiple users share the same equipment record?
A: Equipment added in My Equipment is assigned to the user who added it, and each user manages their own list.
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 your My Equipment list, so it no longer prepopulates new reports. It does not alter historical records.