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How Do I Configure a Plant Record Type?



A Plant Record Type can be used to store additional information or documents in connection to Plant items.


Create a Plant Record Type:

  • On the left side menu, go to ‘Settings’ and click ‘Equipment Libraries'.
  • Click ‘+ New Equipment Record Types’.
  • Enter the Name, and Description.
  • Click 'Save Changes'.


  • 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.


  • 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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