---
title: "Equipment Tracker Boards in Ontraccr (Use Case)"
url: "https://help.ontraccr.com/en/article/equipment-tracker-boards-in-ontraccr-use-case"
language: "en"
last_updated: "2025-05-27T11:26:13.741Z"
---

# Equipment Tracker Boards in Ontraccr (Use Case)

## **🚚 Equipment Tracker Boards in Ontraccr**  
 

### **Overview**

An Equipment Tracker Board helps you manage **all your company’s equipment** in a centralized, visual workflow — from new additions to inspections, maintenance, and retirement. Each piece of equipment becomes a trackable card that reflects its current status in the field or shop.

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## 🎯 **Who Uses This**

-   **Operations managers** responsible for asset management
-   **Field and shop crews** performing inspections or repairs
-   **Fleet administrators** keeping tabs on utilization and readiness

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## 🔧 **Key Features of Equipment Tracker Boards**

-   Automatically create a card **when new equipment is added** to the system
-   Use statuses to track inspection results, repair needs, and usage status
-   Trigger actions (like task assignments or form submissions) when equipment enters a new stage
-   Customize card fields to capture things like equipment ID, condition, location, etc.
-   Use filters to find equipment by type, status, or assigned user

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## 🧭 **Typical Equipment Workflow**

1.  **Equipment is added to the Ontraccr system**
    -   A board card is automatically created via workflow
    -   Starts in **“Active”** or **“Pending Inspection”**
2.  **Inspections are logged**
    -   Card may move to **“Needs Repair”**, **“Out of Service”**, or **“Cleared for Use”**
3.  **Maintenance tasks are scheduled and completed**
    -   Tasks can be auto-assigned to foremen or shop techs
4.  **Equipment is tracked through its lifecycle**
    -   Can be moved to **“Retired”** or archived when no longer in use

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## 🧩 **Example Statuses**

-   Active
-   Pending Inspection
-   Needs Repair
-   Out of Service
-   Under Maintenance
-   Cleared for Use
-   Retired

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## 📝 **Example Card Fields**

-   Equipment Name
-   Equipment ID
-   Assigned Operator
-   Last Inspection Date
-   Condition / Status
-   Service History
-   Linked Project / Division
-   Location

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## ⚙️ **Automation Setup (Optional)**

1.  Go to **Board > Settings > Workflows > Add +**
2.  Choose: **Create card when equipment is created**
3.  Define:
    -   Initial status (e.g., “Active”)
    -   Card color
    -   Field mappings (e.g., Equipment Name → Card Title)
4.  Submit  
    Now, every new equipment item entered in Ontraccr is automatically tracked.

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## 🧠 **Tips & Edge Cases**

-   You can link board cards to **equipment forms** for inspections or repairs
-   Automate tasks when equipment enters “Needs Repair” to alert the shop
-   Use **Timeline View** to monitor availability over time
-   Group equipment by division, project, or location using filters or board structure