The second recommended step in the CASHI configuration order, creating your Icons will allow you to configure your Types and ultimately your Items afterward without being held up.

The Icons sub-tab under the Settings tab lets you create and name multiple icons to link them to one or more Equipment Types. This helps your field agents easily identify the type of Item to inspect.

Trackforce Icons

Here is a small selection of icons ready to use in the CASHI module.
Right-click on the desired icon and select Save image as.

Accessing Icons

1. Go to the Equipment Inspections page in the Activities menu.

2. Make sure you are on the correct Site using the dropdown in the top right corner. Then go to the last Settings tab and select the Icons sub-tab.

3. You will typically already see at least one icon, created during the tutorial (see this article).

Create an Icon

1. Click the blue + New Icon button in the top right corner.

2. A panel lets you name the Icon and import the desired image by clicking Browse to open your file explorer and locate the file.

3. Click Save to confirm the creation.

Edit an Icon

1. Click on an existing Icon's row to open the editing panel.

2. Rename the Icon or change the image by deleting the current one via the Trash icon to its right, then clicking Browse. Locate the image file and finish by clicking Save.

Delete an Icon

1. Check the box(es) on the left of the icon row(s) you want to delete. A blue banner will appear above the table.

2. In the blue banner, click the Delete button on the right, then click Delete again in the confirmation dialog.

Next step: Report Templates (here).