Tool settings

This screen decides what the tool register can say about a tool and what that means for issuing it. Open it from Administration → Tools. The Tool register link at the top of the screen takes you back to the register itself.

If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules, or it may not be included in your plan.

The stat strip counts statuses, conditions and types. Who can change this. The lists are edited by people whose role includes Add configuration entries and Edit configuration entries.

Two lists, one question

Whether a tool can be issued is decided by two answers on two different lists, and both have to be yes:

List	Setting	Says
Statuses	Can be booked	Whether the tool is free to be taken
Conditions	Stops the tool being issued	Whether it is fit to be taken

A tool can be Available by status and Damaged by condition, which is why the register leads with the answer rather than the two inputs.

Statuses

Where the tool is in its own life. The defaults are Available, Booked, Checked Out, In Maintenance, Out for Calibration, Lost and Retired. Drag a row to change the order. The list shows Status (with its colour), Effect — bookable or not bookable, plus terminal — and how many Tools carry it. Add opens the form; click a status to edit it.

Field	What it means	Notes
Name	What appears on the tool — “Available”, “In calibration”, “Lost”	Required
Color	Tints the badge wherever the status appears
Can be booked	A tool in this status can be reserved	This is what booking conflict detection reads. The tool must still pass its condition check
End of the line	Nothing follows this status — scrapped, lost, sold	Shows as terminal. The tool keeps its history and leaves the register
Active	Whether the status is offered

Conditions

What state a tool came back in. Best condition first; drag a row to change the order. The defaults are Good, Fair, Poor and Damaged. The list shows Condition, Effect — usable or cannot be issued — and Tools.

Field	What it means	Notes
Name	What a technician records when the tool comes back — “Good”, “Damaged”	Required
Stops the tool being issued	A tool in this condition cannot be taken out, whatever its status says
Active	Whether the condition is offered

Tool types

What kind of tool it is — “a torque wrench” rather than a particular one — so a maintenance plan can require any suitable instrument. A type can demand two things: a calibration interval, and a certification only a qualified worker holds, which routing checks before the tool is ever issued. The list shows Type, Category, Demands (for example calibration every 12m, or nothing) and Tools. Needs calibration, Rentable and Active are in the column menu. Search tool types finds a type, and Filter narrows the list by any column.

Field	What it means	Notes
Name	The kind of tool — “torque wrench”, not a particular one	Required
Tool category	Groups types for browsing the register	Options come from categories
Description	What the type covers
Requires calibration	Every tool of this type measures something and needs calibrating	Becomes the default on every new tool of the type, so an instrument cannot be added without its calibration regime
Default interval (months)	How often a new tool of this type is calibrated	The interval on each tool can still be changed there
Certification required	Only workers holding this certification may be issued one	Options come from workforce certifications. Use it where untrained use is a safety matter
Can be hired in	The type may be hired from a vendor when your own are all booked	Vendors that hire out equipment are marked under vendor types
Active	Whether the type is offered

Calibration is tracked separately from status and condition. An overdue instrument still works and still reads; its readings are simply no longer evidence. See tools.

Setting up

Configuration

Two lists, one question

Statuses

Conditions

Tool types

Categories