Templates

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Equipment templates are used to fill out any common information when you add a new piece of equipment. For example you may have a template for ladders that contains any common information needed for all ladders. Templates can be grouped by user defined categories. Only Equipment Check Admins can add or edit templates.

Adding Categories

In order to add new categories of equipment, from the menu select Equipment - Admin - Add Equipment Template;

  • Click the Add\Edit Categories tab.
  • Click Add New Category.
  • Fill in the new category name.
  • Click Insert.
  • Click Cancel to cancel adding the new category.

Editing Categories

In order to edit categories of equipment, from the menu select Equipment - Admin - Add Equipment Template;

  • Click the Add\Edit Categories tab.
  • Click the pencil icon next to the category you wish to edit.
  • Modify the category name.
  • Click Update.
  • Click Cancel to cancel editing the new category.

Adding Templates

In order to add templates, from the menu select Equipment - Admin - Add Equipment Template;

  • Click the Add\Edit Equipment Templates tab.
  • Click Add New Template.
  • Select the category and fill out the item description, check frequency and check requirements boxes. For ease of use the check requirements box can be expanded using the arrow on the bottom right hand side.
  • Click Insert.
  • Click Cancel to cancel adding the new template.

Editing Templates

In order to edit edit, from the menu select Equipment - Admin - Add Equipment Template;

  • Click the Add\Edit Equipment Templates tab.
  • Click the pencil icon next to the template you wish to edit.
  • Modify the category and the item description, check frequency and check requirements boxes. For ease of use the check requirements box can be expanded using the arrow on the bottom right hand side.
  • Click Update.
  • Click Cancel to cancel editing the new template.