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Equipment Sets

Coming Soon

Equipment Sets is a planned feature that is not yet implemented. This documentation describes the planned functionality for future reference. Check back for updates.

Learn how to manage equipment sets - logical groupings of items that are used together but require individual inspection tracking.

What Are Equipment Sets?​

Equipment sets represent collections of items that are physically used together as a unit, but each item has its own inspection requirements. Unlike regular item groups, equipment sets provide:

  • Individual inspection tracking - Each item maintains its own inspection schedule
  • Set-level inspection workflow - Inspect all items in sequence
  • Compliance monitoring - Track overall set compliance status
  • Automatic blocking - Block sets when items fail inspection
  • Set reports - View comprehensive compliance reports

Example Use Cases​

Set NameItemsPurpose
Climbing Kit #1Harness, Rope, Carabiners, Belay DeviceComplete climbing safety equipment
Rescue Equipment AStretcher, First Aid Kit, AEDEmergency response kit
Welding Station 3Welder, Mask, Gloves, ApronComplete welding workstation
Fire Response KitExtinguisher, Blanket, HoseFire safety equipment set

Accessing Equipment Sets​

Equipment Sets

  1. Go to Items > Equipment Sets in the main menu
  2. View all equipment sets in your organization

Equipment Sets List​

The list shows:

ColumnDescription
NameSet name and identifier
StatusOverall compliance status
ItemsNumber of items in the set
Next InspectionWhen the next item inspection is due
ActionsQuick actions (Inspect, Edit, Delete)

Status Indicators​

Equipment sets display status badges based on item inspection status:

StatusColorMeaning
OKGreenAll items have valid inspections
Due SoonYellowAt least one item has inspection due soon
OverdueOrangeAt least one item has overdue inspection
FailedRedAt least one item failed last inspection
BlockedRed with iconSet is blocked due to failed items

Creating an Equipment Set​

Using the Creation Wizard​

  1. Go to Items > Equipment Sets
  2. Click Create Set or +
  3. Complete the wizard steps:

Step 1: Basic Information​

  • Set Name - Descriptive name (e.g., "Climbing Kit #1")
  • Set Identifier - Unique code (e.g., "CK-001")
  • Description - What the set contains
  • Category - Optional category for organization

Step 2: Select Items​

  • Search or browse available items
  • Select items to include in the set
  • Designate a Primary Item (optional)
Primary Item

The primary item represents the main piece of equipment in the set. Its status is shown prominently on the set card.

Step 3: Configuration​

  • Permanent Set - Items cannot be removed individually
  • Complete Inspection Required - All items must be inspected together
  • Block on Failure - Set is blocked if any item fails
  • Custom Fields - Add set-specific metadata

Step 4: Review & Create​

  • Review all settings
  • Click Create Set

Viewing Set Details​

Set Detail Page​

Click on any equipment set to view its details:

Tabs​

TabContent
ItemsList of items with their inspection status
HistoryRecent set inspection sessions
ReportComprehensive compliance report

Information Panel​

  • Set status and compliance percentage
  • Configuration settings
  • Created/updated timestamps
  • Last inspection date

Inspecting an Equipment Set​

Equipment sets support a streamlined inspection workflow where you inspect all items in sequence.

Starting a Set Inspection​

  1. Open the equipment set
  2. Click Start Inspection
  3. The inspection wizard guides you through each item

During Inspection​

For each item:

  1. View item details and template
  2. Complete the inspection checklist
  3. Mark as Pass, Fail, or Skip
  4. Move to next item
  • Previous/Next - Navigate between items
  • Skip - Skip an item (can return later)
  • Cancel - Cancel the entire session

Completing Inspection​

After all items:

  1. Review results summary
  2. See pass/fail counts
  3. View overall set status
  4. Print or export results

Set Reports​

Accessing Reports​

  1. Open the equipment set
  2. Click the Report tab

Report Contents​

SectionInformation
Status OverviewOverall status, item count, compliance %
Status BreakdownCount by status (OK, Due Soon, Overdue, Failed)
Item DetailsTable of all items with inspection dates
Inspection HistoryRecent set inspection sessions

Export Options​

  • Print - Print the report
  • PDF - Download as PDF
  • CSV - Export item data

Managing Equipment Sets​

Editing a Set​

  1. Open the set
  2. Click Edit
  3. Modify name, description, or configuration
  4. Save changes

Adding/Removing Items​

  1. Open the set
  2. Go to Items tab
  3. Click Add Items to add new items
  4. Click the remove icon to remove items
Permanent Sets

If the set is configured as "Permanent", you cannot remove individual items.

Setting Primary Item​

  1. Open the set
  2. Go to Items tab
  3. Click Set as Primary on the desired item

Cloning a Set​

Create a copy of an existing set:

  1. Open the set
  2. Click the Clone icon
  3. Enter a new name
  4. Click Clone

Deleting a Set​

  1. Open the set
  2. Click Delete
  3. Confirm deletion
Items Not Deleted

Deleting a set does not delete the items. Items remain in your inventory.

Blocked Sets​

What Causes Blocking?​

If configured with "Block on Failure":

  • Any item failing inspection blocks the entire set
  • Set cannot be used until all items pass
  • Shows prominent blocked status

Unblocking a Set​

  1. Re-inspect the failed item(s)
  2. Ensure all items pass
  3. Set automatically unblocks

Best Practices​

Organizing Equipment Sets​

TipReason
Use descriptive namesEasy identification
Include identifier codesTrack physical equipment
Set meaningful categoriesFilter and organize
Designate primary itemsQuick status overview

Inspection Workflow​

  • Inspect sets regularly as a unit
  • Don't skip items unless necessary
  • Address failures immediately
  • Use the Report tab to track compliance

Configuration Choices​

SettingWhen to Use
PermanentEquipment that must stay together
Complete InspectionSafety-critical equipment
Block on FailureEquipment that cannot be used if any part fails

Equipment Sets vs. Item Groups​

FeatureEquipment SetsItem Groups
Individual item inspectionYesNo
Set-level inspection workflowYesNo
Compliance trackingYesNo
Blocking on failureYesNo
Bulk schedulingNoYes
Hierarchical structureNoYes

Use Equipment Sets when items are used together but need individual tracking. Use Item Groups for organizational grouping and bulk operations.

Common Questions​

Can an item be in multiple equipment sets?​

Yes, an item can belong to multiple equipment sets. However, consider if this reflects your actual equipment usage.

What happens to inspections when I remove an item?​

The item's inspection history is preserved. The item simply no longer belongs to the set.

Can I schedule recurring set inspections?​

Currently, set inspections are initiated manually. Individual items can have their own recurring schedules.

How is compliance percentage calculated?​

Compliance = (Items with OK or Due Soon status) / Total Items × 100

Next Steps​