Overview

Component Types allow you to define the master list of components for all of your assets. By choosing components from this master list, you can define the specific component register for each asset.

• Define component types to track and record serial numbers of the specific component for an asset.
• Define component types to set the default interval at which each component should be serviced or replaced as part of your preventative maintenance plan.
• When an asset is created, its component register will default to include all defined component types from this master list.
• When a new component type is added, existing assets won’t automatically have that new component type added to their component register. Any assets in which you want to include a new component type will need to be manually added.

Interval Types

Km: allows you to define the number of kms before the component should be serviced or replaced.

Day: allows you to define the number of days before the component should be serviced or replaced.

Days or Kms: allows you to define both the number of days, and the number of kms before the component should be serviced or replaced.

Creating a component

1. Workshop → Component Types.

2. On the Component Types page, click the edit button ✏ at the top of the page.

3. At the bottom of the list, click the + Add Component Type button**.**

4. Enter a description for the component and interval type.

   ❕Note: The description must be unique.

5. Select the interval type as outlined above.

6. Enter the duration of the interval.

7. Click Submit to save the changes**.**

   

Editing a component

1. On the Component Types page, click the edit button 📝 at the top of the page.

2. Edit the description, interval type, and/or component interval.

   ❕Note: Changes can be made to multiple component types all at once.

   ❕Note: If changing the description, the new description must be unique.

3. To save all changes, click Submit.

   ❕Note: ****The order in which components are displayed on the components register within an asset is based on the order shown here in the master list. This also applies to the order shown in the mechanic’s kiosk. You can re-arrange the list using the ▲ and ▼ buttons while in edit mode.

Deleting a component

1. On the Component Types page, click the edit button 📝 at the top of the page.

2. Click the delete icon 🗑️ next to the component you want to remove. ❕Note: You can revert this action by using the ↺ button before submitting.

3. Click Submit to save the changes**.**

   ❕Note: Components can’t be deleted once they have been used on an assets components register. An attempt to do so will result in the following error:

   

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