Equipment Statuses: Default & Custom

🚦 Equipment Statuses: Default & Custom
 

📘 Overview

In Ontraccr, each piece of equipment must be assigned a status. Equipment statuses help teams quickly understand the operational condition or availability of an asset.

Statuses are mandatory when creating or editing equipment profiles. Ontraccr provides default statuses, and you can also create your own custom statuses to fit your company's workflow.


🏁 Default Statuses

When you start using Ontraccr, the following equipment statuses are available by default:

  • Active — Equipment is available and operational
  • Inactive — Equipment is not currently in use
  • Needs Repair — Equipment is malfunctioning or unsafe to use
  • Maintenance — Equipment is undergoing scheduled or unscheduled maintenance

⚙️ Creating Custom Equipment Statuses

You can add as many custom statuses as you need to match your business processes.

To create or manage statuses:

  1. Go to Settings → Labels and Statuses
  2. Scroll to the Equipment Statuses section
  3. Click the ➕ Add button to create a new status
  4. Optionally, edit or delete existing statuses using the pencil or trash icons

Once added, these statuses will appear in the dropdown menu when creating or editing any equipment profile.


✅ Why Statuses Matter

Statuses can be used to:

  • Quickly filter the equipment list
  • Visually flag equipment that’s unavailable or problematic
  • Inform maintenance workflows and form logic
  • Support task scheduling (e.g., only assign tasks to “Active” equipment)

🔍 Filtering by Status

On the Equipment Page, click the Filter icon to narrow your view by one or more statuses. This is useful for:

  • Viewing only equipment needing attention (e.g., Needs Repair)
  • Checking which items are undergoing Maintenance
  • Auditing which equipment is currently Inactive

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