Item Types

Item types allow you to assign properties to many items at once. When you assign an item type to an item, it inhereits all of the properties of the item type. When you edit an item type, it changes those values for all items that are assigned that item type.

Properties that you can assign include checklists, custom fields, assignees and categories.

View Item Types

Choose Account > Item Types from the menu.

Here you will see a list of all the item types in use or available for use in your account.

Click on any item type to view and/or edit it.

Create a new Item Type

Click on New Item Type in the upper right of the item types list to create a new item type. Enter a name and press Create.

Editing an Item Type

Click on an item type to view or edit it. If you have the admin permission Create/Edit Item Types and Checklists it should be editable.

The Item Type tab

Enter or edit a Name, Description, and any custom Instructions that you would like to show up on checklists for this item type.

In the Categories field you can choose categories previously used, or type in new ones. Press the tiny x to remove an existing category.

In the Assign To field, choose users to assign to this item type. They will receive alerts when checks are due for items of this type.

If you have enabled the Sign-In and Out feature, you can enable or disable the ability to sign in and out an item type. Some item types like fixed equipment cannot be signed out, and this makes the system reflect that reality.

The Checklists tab

On the checklists tab, you can add checklists that the item type requires.

The Custom Fields tab

On the custom fields tab, you can add custom fields for an item type. These fields will be available to fill in when you allocate a new label with this item type.

Copying Item Types from the Item Type Library

EZICHEQ has prepared a number of item types with industry standard checklists and custom fields. You can easily copy these item types into your company. Once you have done so, you can edit them if you wish to make changes to them.

Start by going to Account > Item Type Library. On any item type click View Design to explore that item type. Press Copy to create an editable copy within your account.