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How Do I Configure a Plant Record Type?

The Plant module stores all plant and equipment added to the system, along with their associated details. Additional Plant Record Types are automatically added to Plant to provide extra details, such as photos, videos and documents.


This article includes step-by-step instructions on how to configure a Plant Record Type.


  1. On the column, go to Settings and click Equipment Libraries.
  2. Click +New Equipment Record Types.
  3. Enter the Name, and Description.
  4. Click Save Changes.


  1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. Name.


  1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. Description.

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