The Equipment Profile feature allows you to manage and monitor equipment-specific information, qualifications, and documents. This is an essential tool for safety managers to ensure that all equipment-related data is accurate and up-to-date.
Accessing the Equipment Profile
Navigate to the Equipment Page
From the side navigation menu, click on Equipment
Open the Equipment Profile
On the Equipment table, click on any equipment listed to open its profile
Profile Tab
The Profile tab contains essential information about your equipment, helping you manage both operational and safety-related data.
Sections within the Profile Tab
General
Includes details like the unit number and whether the equipment is a truck or trailer
Safety
Track important safety details such as model year, plate number, VIN number, and more
Docs & Expirations Tab
The Docs and Expirations tab is where you can manage all documents related to your equipment, track expiration dates, and add custom files.
Adding a New Custom File
Add New Custom File
Click on "Add new custom file" button, and a modal will appear allowing you to enter a name and description for the custom file you want to create
Save the Custom File
Once you’ve entered the details, click Save, and the new custom file will be added to the documents section
Edit File Details
If you need to change the title or description of any file, simply click on the Edit button next to the document to make your changes
Note: If you create a custom file on a specific equipment’s profile, that file will only be saved to that particular equipment. If you want the same custom file on other equipment profiles, you will need to create it individually for each equipment.
Uploading Documents
Select the Document Section
To upload a document, find the specific document where you want to upload an attachment
Upload the Document
Click the Upload button next to the document section, and you can upload any relevant files
Expiration Dates
Set Expiration Dates
Click into any predefined document to set an expiration date
Expiration Warnings
Documents expiring within 30 days are marked with a yellow icon
Expired documents are marked with a red icon, alerting you that the document needs attention
Using the Ignore Button
If a document is nearing its expiration (within 30 days) or has already expired, you have the option to click the Ignore button. This will clear out the expiration date, and the warning icon will be removed. Use this option if the expiration is no longer relevant or if the document does not need to be tracked further.