Managing Equipment Statuses in Ontraccr
📄 Managing Equipment Statuses in Ontraccr
In Ontraccr, Equipment Statuses help you define the operational state of your assets—whether they’re active, out for repair, or decommissioned. These are required for saving equipment profiles and play a key role in asset management workflows.
🧭 Where to Access Equipment Statuses
- Go to Settings.
- Click Labels.
- Scroll to the Statuses section.
- Select Equipment Statuses.
🚦 What Equipment Statuses Are
Statuses are distinct from general-purpose labels. They are:
- Required to save any equipment profile
- Used to track the lifecycle or availability of equipment
- Displayed prominently on equipment records
🛠️ How to Add or Edit Equipment Statuses
- In the Equipment Statuses section, click Add (+).
- Enter the status name (e.g., “Active”, “Out of Service”, “Needs Repair”).
- Click Save.
- To edit an existing status, use the Edit (✏️) icon beside it.
✅ Default Recommendations
The transcript suggests starting with these three statuses:
- Active
- Inactive
- Needs Repair
These cover most basic operational states. You can create more granular ones if needed (e.g., “Deployed”, “In Transit”, “Awaiting Inspection”).
🔄 Applying Statuses
When creating or editing an equipment profile:
- You’ll be required to select a status before saving
- This status appears on the profile and is used in filtering
Statuses can be changed anytime as asset conditions evolve.
💡 Real-World Example
A field technician discovers a generator is leaking oil:
- They edit the equipment profile and change status from Active to Needs Repair
- Supervisors can now filter all equipment with that status to dispatch maintenance
✅ Tips and Edge Cases
- No Status = Can’t Save: Always define at least one status before entering equipment data
- One Status per Asset: Unlike labels, equipment can only have one active status at a time
- Statuses ≠ Labels: Don’t confuse them—statuses are about state, labels are about categorization