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Equipment Settings

Who can do this: Superuser Admin  ·  Where: Dashboard → Quick Actions or Administration → Equipment Settings

The read-and-drill-in view of your equipment taxonomy. Titled Equipment Attributes in the app, this page lets you pick an equipment type (and optionally a subtype), review its details and subtype list, and jump into attribute management for exactly that classification.

Check the context

The Context card confirms which tenant you're working in. For most users it's informational; a Superuser gets a Tenant selector here and can switch the working tenant — the choice sticks for the session, so always glance at it before reviewing configuration.

Review a type

  1. In Filter, select the Equipment Type. The subtype list reloads to match.
  2. Optionally select an Equipment Subtype to narrow further — or leave it at -- Select Subtype --.
  3. Select Apply. (Choosing values alone doesn't refresh the view — Apply does.)

The Type Details & Subtypes card then shows the type's details and a table of its subtypes (ID, name, code), with your selected subtype highlighted. Until you Apply, the card shows instructions instead.

The small Source: hints under the selectors name the underlying configuration tables — useful when corresponding with support about a specific type.

Manage Attributes

With a type applied, the Manage Attributes button jumps straight into attribute management for that type — carrying the subtype along if you selected one. That's the fastest route from "what does this type look like?" to "change what it collects."

Troubleshooting

The details card just shows instructions. : You haven't applied a selection yet — pick a type and select Apply.

The subtype list is empty for my type. : That type has no subtypes defined. Add them in Manage equipment subtypes.

I'm a Superuser and the data looks like the wrong company's. : Check the Context card's Tenant selector — the working tenant persists across pages for your session.