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Items

📺 Watch the Introduction to Items Video

Creating Items (and Allocating Labels to them)

Items are your assets, the things that get labelled, the things you are tracking, the reason you are using EZICHEQ.

Items are central to EZICHEQ.

📱 Creating an Item on Mobile

  1. Attach the asset label to the item
  2. Scan the QR code using your smartphone camera (only specific devices) or by downloading and using a QR code reader app.
  3. The web page may ask for your EZICHEQ login if you are not already logged in.

🖥️ Creating an Item on Desktop

  1. Attach the asset label to the item
  2. Select Quick Start > Scan a Smart label and either scan a new and unused label, or type in the label number.

If the label is new, you should see the Allocate Smart Label page.

  • Generally, you will want to select Add a new item to EZICHEQ.
  • If you have unlabelled items in your account (usually due to CSV uploading during onboarding), you may also be able to attach this label to an unlabeled item.
  • If you have access to multiple accounts, you'll be able to choose which account to allocate the label into.

Then

  1. Distinguish what kind of item you are loading - There are some pre existing item types loaded into the system by EZICHEQ that have checklists already assigned to the type. For example, a ‘portable appliance’ type might be an electric skill saw. This will have a required test & tag certification required to be loaded into the item. You will then have to distinguish what subtype the item is.
  2. If an item does not need a ‘certified check’ then it can be classified as an ‘other’. This will require a custom checklist for the users to be able to complete. An example of this would be vehicles. Creating a company generic checklist for your vehicles will cut out the paper based checklists and ensure actions are taken immediately.
  3. Assign users and checklists - These will be easier to assign while creating the items instead of editing items at a later time.

Creating your own Label

Labels can be purchased from the Shop but you can also create and print your own labels using Quick Start > Create My Own Smart Label.

Item Tabs Available

Tab Description
📝 Item Info View and edit basic item information.
✏️ Item Detail View and edit detailed item information.
🔒 Private Fields Manage private fields visible only to authorised users.
⚠️ Attention View alerts on the item.
📎 Attachments Upload and manage item attachments.
✅ Checks View checks recorded on the item.
📍 Geolocations View item geolocation data.
📄 File Downloads Access files available for download related to the item.
📝➡️ Sign-In/Out Manage sign-in and sign-out records for the item.
🔗 EZILINK View or manage the item’s EZILINK connections.

🖥️ Accessing on Desktop

  1. Choose Items > All Items from the menu bar.
  2. Click on the desired item from the list you wish to edit

📱 Accessing on Mobile

  1. Scan an EZICHEQ label
  2. From the drop-down menu at the top right (three horizontal lines) select 'Edit Smart Label'

OR

  1. Tap the drop-down menu at the top right (three horizontal lines).
  2. Select All Items.
  3. Click on the label number of the item you wish to edit

Item Info tab

  • Item Status: Items by default have an Active status. To decommission a label, set it's status to Decommissioned. If an item becomes lost or stolen, set it's status to Lost/Stolen and if it ever gets scanned you will get an email alert including its geolocation if available. If the Out of Service feature is enabled on the Account then this status can be selected too.

  • Label Number: This is the number on the label. Label Number is used as a way to uniquely identify an item.

  • Serial Number: This is a number that you can use however you wish, but is primarily useful for storing the serial number of the equipment if it has one.

  • Asset Number: This is a number that you can use however you wish, but is primarily useful for matching EZICHEQ records against records in other systems. NOTE: This requires the Asset Number feature to be enabled.

  • Account: This is the name of the account to which the item belongs.

  • Division: (If the divisions feature is enabled. See Divisions) This is the name of the division within the account to which the item belongs.

  • Created By: The fullname of the user that created this item.

  • Description: This is an editable multiline rich-text descripion of the item.

  • Categories: These are categories assigned to the item. For more detail, refer to Categories

  • Criticality: If an item is more critical than most, turn on the critical switch and if it becomes unsafe or due for a check it will be highlighted at the top of the lists on the dashboard.

  • Sign-In/Out Details: This shows if an item is signed out, along with details (job number, location, who). It also provides a button to sign-out or sign-in the item from the app. NOTE: This requires the Sign-In/Out feature to be enabled.

Item Detail tab

  • Item Type: This is the type of the item, which brings across checklists, assignees and categories. The default type General doesn't bring in anything. See Item Types to better understand item types.

  • Date of Manufacture: This is a date when the item was manufactured or otherwise deemed to be safe. Depending on the checklist in question, items are deemed to be safe if they are within one checklist time period (based off of the checklist frequency) after their date of manufacture, and only require their first check after that time period has expired.

  • Checklists: These are the checklists which must be run against item. You can directly edit checklists here, or you can modify the item's item type to inherit this data from the item type. See Checklists for details about checklists.

  • Assigned To: These are the people who will be notified when a checklist is due on the item.

  • Direct Emails: This is an additional area where emails can be entered for those are not connected with your EZICHEQ account, but you would still like to notify when a check is completed on this item

Attention tab

If anything about the item requires attention, it will be listed on this tab.

Attachments tab

The attachments tab allows you to attach photos and other files to items.

  • Photos: The first top-tab manages photos. You can attach, download, or delete with the buttons on the upper left. If you have multiple photos, you can select one as the primary photo by clicking on the star.
  • Check Photos: The second top-tab shows photos that have been attached during Checks.
  • Files: The third top-tab manages files. You can attach most kinds of files such as documents.
  • Attach: The last top-tab is where you can upload images and files to attach them.

Checks tab

The checks tab lists a history of the last five Check Records that have been run on this item. Click on any line to get details about a check. See Check Records for more info.

Geolocations tab

The geolocations tab list a history of the last five scans on the item, and their associated Geolocations. Click on any line to view that Geolocations in google maps.

This tab also plays host to Item Addresses, which allows an organisation to SET the address at which the item is located. To read more visit Item Addresses

File Downloads tab

This shows a partial history of file downloads.

Sign-in / Out tab

This shows the Sign-in/Out history. NOTE: this requires the Sign-in/Out feature to be enabled in Account Details Details Tab

EZILINK is an item type that represents a parent label which summarizes data from many child labels. You can use this item type for a site, or for any kind of grouping of multiple sub-items.

This tab allows you to manage which labels are linked below which other labels.