Items

Items are your assets, the things that get labelled, the things you are tracking, the reason you are using EZICHEQ.

Items are central to EZICHEQ.

Items List

To view a list of all of your items, choose Items > All Items from the menu.

Choosing Columns

You can change the columns that show in the list:

To add a missing column: pick it from the black triangle pulldown on the left side of the header row.
To hide a column: Click the small red x left of the column header.

Filtering and Sorting

To filter items, click Add Filter and select the filter you want. Adjust the filter's data as necessary. Then press Search to search with these new filters applied.

To remove a filter, press the small grey x to the right of the filter, and again press Search to refresh the data in the list.

To remove all filters, press Clear.

To change the sorting, select the sorting from the Sort By pull down and press Search to refresh the data in the list.

You can also press Run as Report to use the filtering and sorting you have setup in an item report. See Reports.

View/Edit an Item

To edit an item, choose it by clicking on it's row in the list.

At the top of this page you will see the current safety Result of the item. See Results to understand what the different results mean.

Item Info tab

Click on the tab Item Info to access.

Item Status: Items by default have an Active status. To decommission a label, set it's status to Decommissioned. If an item becomes lost or stolen, set it's status to Lost/Stolen and if it ever gets scanned you will get an email alert including its geolocation if available.

Label Number: This is the number on the label. Label Number is used as a way to uniquely identify an item.

Serial Number: This is a number that you can use however you wish, but is primarily useful for storing the serial number of the equipment if it has one.

Asset Number: This is a number that you can use however you wish, but is primarily useful for matching EZICHEQ records against records in other systems. NOTE: This requires the Asset Number feature to be enabled.

Account: This is the name of the account to which the item belongs.

Description: This is an editable multiline rich-text descripion of the item.

Categories: These are categories assigned to the item. For more detail, refer to Categories

Criticality: If an item is more critical than most, turn on the critical switch and if it becomes unsafe or due for a check it will be highlighted at the top of the lists on the dashboard.

Sign-In/Out Details: This shows if an item is signed out, along with details (job number, location, who). It also provides a button to sign-out or sign-in the item from the app. NOTE: This requires the Sign-In/Out feature to be enabled.

Item Detail tab

Click on the tab Item Detail to access.

Item Type: This is the type of the item, which brings across checklists, assignees and categories. The default type General doesn't bring in anything. See Item Types to better understand item types.

Date of Manufacture: This is a date when the item was manufactured or otherwise deemed to be safe. Depending on the checklist in question, items are deemed to be safe if they are within one checklist time period (based off of the checklist frequency) after their date of manufacture, and only require their first check after that time period has expired.

Checklists: These are the checklists which must be run against item. You can directly edit checklists here, or you can modify the item's item type to inherit this data from the item type. See Checklists for details about checklists.

Assigned To: These are the people who will be notified when a checklist is due on the item.

Attention tab

Click on the tab Attention to access.

If anything about the item requires attention, it will be listed on this tab.

Attachments tab

The attachments tab allows you to attach photos and other files to items.

Click on the tab Attachments to access.

Photos: The first top-tab manages photos. You can attach, download, or delete with the buttons on the upper left. If you have multiple photos, you can select one as the primary photo by clicking on the star.
Check Photos: The second top-tab shows photos that have been attached during checks.
Files: The third top-tab manages files. You can attach most kinds of files such as documents.
Attach: The last top-tab is where you can upload images and files to attach them.

Checks tab

Click on the tab Checks to access.

The checks tab lists a history of the last five checks that have been run on this item. Click on any line to get details about a check. See Check Records for details about check records.

Geolocations tab

Click on the tab Geolocations to access.

The geolocations tab list a history of the last five scans on the item, and their associated geolocation. Click on any line to view that geolocation in google maps.

File Downloads tab

Click on the tab File Downloads to access.

This shows a partial history of file downloads.

Click on the tab Sign-In/Out to access.

This shows the sign-in/out history.

EZILINK tab

Click on the tab EZILINK to access.

EZILINK is an item type that represents a parent label which summarizes data from many child labels. You can use this item type for a site, or for any kind of grouping of multiple sub-items.

This tab allows you to manage which labels are linked below which other labels.

Creating Items (and Allocating Labels to them)

Either from your smartphone or tablet:

Attach the asset label to the item
Scan the QR code using your smartphone camera (only specific devices) or by downloading and using a QR code reader app.
The web page may ask for your EZICHEQ login if you are not already logged in.

Or from a web browser on your computer:

Attach the asset label to the item
Select Quick Start > Scan a Smart label and either scan a new and unused label, or type in the label number.

Then if the label was new, you should see the Allocate Smart Label page.

Generally, you will want to select Add a new item to EZICHEQ.
If you have unlabelled items in your account (usually due to CSV uploading during onboarding), you may also be able to attach this label to an unlabeled item.
If you have access to multiple accounts, you'll be able to choose which account to allocate the label into.

Then

Distinguish what kind of item you are loading - There are some pre existing item types loaded into the system by EZICHEQ that have checklists already assigned to the type. For example, a ‘portable appliance’ type might be an electric skill saw. This will have a required test & tag certification required to be loaded into the item. You will then have to distinguish what subtype the item is.
If an item does not need a ‘certified check’ then it can be classified as an ‘other’. This will require a custom checklist for the users to be able to complete. An example of this would be vehicles. Creating a company generic checklist for your vehicles will cut out the paper based checklists and ensure actions are taken immediately.
Assign users and checklists - These will be easier to assign while creating the items instead of editing items at a later time.

Creating your own Label

Labels can be purchased from the Shop but you can also create and print your own labels using Quick Start > Create My Own Smart Label.