The fifth recommended step in the CASHI configuration order, creating Equipment Types will make them available for the steps that follow.

The Equipment Type sub-tab under the Settings tab is where you finally bring together the elements from the previous steps (Attributes, Icons, and Templates) into an Item Type: foam extinguishers under UV cover, wall-mounted powder extinguishers, emergency doors, alarmed emergency doors, etc.

Accessing Equipment Types

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 Equipment Type sub-tab.

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

Edit an Existing Type

1. Simply click on the row of the Equipment Type you want to modify.

2. This displays the editing panel with its Name, the full list of your Attributes (with the selected ones checked), the chosen Icon, a field to link an instruction, and the Report Template selected for this Type.

3. Once your changes are made, click Save to close the panel.

Add an Equipment Type

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

2. A panel appears allowing you to name your Type, select one or more existing Attributes by checking them, select an existing Icon or upload a new one, link an existing Instruction (optional), and finally choose the existing Report Template.

3. Fill in these fields to configure your new Equipment Type, then click Save.

Delete an Equipment Type

1. Check the box(es) on the far left of the Type row(s) you want to delete, then click the Trash icon on the right in the blue banner that appears.

Note: any Type already linked to at least one Item cannot be deleted.

3. Confirm your choice to permanently delete the Type.

Next step: Elements (here).