Edit a Company Level Equipment Category or Type

Objective

To edit a Company level equipment category and/or type.

Things to Consider

• Required User Permissions: 
  • 'Admin' level permissions on the company’s Equipment tool.
• Additional Information:
  • Once a category and/or type is edited, those changes will sync to the corresponding equipment entries at the Company and Project level. 

Prerequisites

• Create a Company Level Equipment Entry

Steps

1. Navigate to the company’s Equipment tool.
2. Click the Configure Settings  icon.
3. Under “Settings” click Category & Type Configuration.
   Note: This page is defaulted to open upon clicking the Configure Settings  icon.
   
   
4. Click into your desired category and/or type field.
5. Modify the information.
   Note: When you are done editing, changes are automatically saved. Click Back to return to the main equipment page.

See Also  

• Delete a Company Level Equipment Category or Type
• Edit a Company Level Equipment Make or Model
• Edit a Company Level Equipment Entry
• Edit a Project Level Equipment Entry