Viewing & Editing Equipment Profiles

🧐 Viewing & Editing Equipment Profiles
 

📘 Overview

Once equipment has been added to your Ontraccr account, you can view or edit the full details of any item at any time. Whether you're updating information, attaching new documents, or checking usage history, this article explains how to manage equipment profiles from both the web dashboard and mobile app.

👁️ Viewing Equipment Profiles

Accessing a Profile (Web):

1. Go to the Equipment Page
2. Click on any equipment card or row in Card View or List View
3. This opens the profile viewer with multiple tabs (Details, Notes, Tasks, etc.)

Tabs Available on Web:

• Details – All configured fields (Name, ID, Status, Custom Fields, etc.)
• Notes – Permanent log of notes entered by users
• Forms – All forms that include this equipment (auto-logged)
• Files – Uploaded files tied to this profile
• Tasks – View and manage tasks related to the equipment
• Timeline – Full audit trail of activity (check-ins, edits, etc.)

🔎 Use the List View to quickly scan and sort large inventories before opening specific profiles.

📝 Editing Equipment

To edit a profile:

1. Open the Equipment Page
2. Locate the equipment
3. Click on it and then select Edit
4. The same form used to create equipment will open
5. Make changes to any fields, including:
   • Status
   • Assigned User
   • Type and Custom Fields
   • Billing Rates
   • QR Code
   • Labels
   • Files
6. Click Submit to save your changes

✏️ You can edit profiles as often as needed—no restrictions or edit history limitations were mentioned.

🧱 Archived Equipment & Deletion

Equipment can only be deleted if it is first archived.

To Archive:

1. Open the profile
2. Click Archive
3. The item is moved to archived status

To View Archived Items:

1. On the Equipment Page, click the Filter icon
2. Under the Status filter, choose “Archived”
3. Apply the filter to view archived equipment

To Delete:

1. From the Archived view, locate the equipment
2. A Delete icon will appear
3. Click it to permanently delete the item

🗑️ Deletion is a two-step process: Archive first, then delete.

📱 Mobile App: Viewing & Editing

• You can view equipment profiles on mobile, including:
  • Info
  • Labels
  • Files
  • Notes
  • Tasks
  • Forms
  • Check-in status