Equipment Profile Tabs Overview

🗂️ Equipment Profile Tabs Overview
 

📘 Overview

Each equipment profile in Ontraccr includes several tabs that organize information and activity related to that item. These tabs give users access to everything from static details to dynamic tasks, audit trails, and associated forms—all in one place.

This article breaks down each tab's purpose and how to use them effectively.

📑 Tabs Available in Equipment Profiles (Web)

When you click on a piece of equipment in the web app, the following tabs are available at the top of the profile:

1. Details

• Displays all fields filled during equipment creation or editing:
  • Name, ID, Type, Status, Division
  • Custom fields (based on type)
  • Assigned user
  • Cost/billing rates
  • QR code details
• Fully view-only unless in edit mode

2. Notes

• Add text-based notes about the equipment
• Notes are permanent and cannot be deleted
• Designed as a full audit trail
• Common use cases:
  • "Engine is making noise"
  • "Scheduled for inspection next week"
• Notes can be added from both the web and mobile app

3. Forms

• Lists all forms ever filled out that included this equipment
• Automatically populated when a form field includes a Choose One or More → Equipment dropdown
• Supports:
  • Searching by user
  • Filtering by form type
  • Exporting form records to CSV

4. Files

• Displays files uploaded to this equipment profile
• Files added at creation or during edits will appear here
• Click to view or download any file

5. Tasks

• View or manage tasks related to this equipment
• Tasks can be:
  • Created from within this tab
  • Scheduled with due dates, reminders, and repetition rules
  • Assigned to users
  • Tied to form templates
• Task statuses: To Do, In Progress, Done
• Priorities: Lowest → Highest

Completed tasks can be marked directly in this tab

6. Timeline

• Available only on the web, not mobile
• Displays full audit trail of:
  • Profile edits
  • Check-in/check-out activity
  • Changes to assigned project/location
• Useful for compliance, accountability, and maintenance history

📱 Tabs on Mobile App

All the following tabs are available in the mobile app except Timeline:

• Info (similar to “Details”)
• Labels
• Files
• Notes
• Tasks
• Forms
• Check-In tab (not shown on web)

Mobile allows scanning a QR code to open a profile and access these tabs quickly in the field.