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📺 Watch the Introduction to Item Types Video

Item Types

Item types let you assign shared properties to multiple items at once. When you assign an item type to an item, it inherits all the properties of that item type. Editing an item type will update those properties for all items assigned to it.

Properties that can be assigned include checklists, custom fields, assignees, categories, and actions.

View Item Types

🖥️ Accessing on Desktop

  • Choose Account > Item Types from the menu bar.

📱 Accessing on Mobile

  • Tap the drop-down menu at the top right (three horizontal lines).
  • Select Item Types.

Here you will see a list of all item types available in your account.

Click any item type to view or edit it.

Filtering and Sorting

To filter the item types that show in the list you can use our EZICHEQ Filters

Create a New Item Type

Click New Item Type in the upper right of the item types list. Enter a name and press Create.

Editing an Item Type

Click on an item type to view or edit it. You will need the admin permission Create/Edit Item Types and Checklists to make changes.

Copying Item Types from the Item Type Library

EZICHEQ provides item types preloaded with industry-standard checklists and custom fields. You can copy these into your company account and edit them as needed.

To do this, go to Account > Item Type Library. Click View Design on any item type to explore its setup, then press Copy to create an editable copy in your account.

Create a new Item Type

There are two ways to create an item type from within the EZICHEQ app.

🖥️ Desktop

  1. From anywhere within the app, select Quick Start > Create an Item Type
  2. Navigate to the item types page by selecting Account > Item Types then selecting Create a New Item Type

📱 Mobile

  1. From anywhere within the app tap the drop-down menu at the top right (three horizontal lines) and select Create an Item Type
  2. Navigate to the item types page by tapping the drop-down menu at the top right (three horizontal lines) and selecting Item Types and from within the item types page tapping Create a New Item Type

Now that the Create an Item Type pop-up is open All we need to do is enter a name for our new item type, tap create, and then we will be redirected to our new item types page

The Item Type Tab

Here you can enter or edit:

  • Name
  • Description
  • Custom Instructions to display on checklists for this item type.

In the Categories field, choose from existing categories or type new ones. Press the small x to remove a category.

In the Assign To field, select users to assign to this item type. They will receive alerts when checks are due on items of this type.

  • The Item Location field will by default be set to 'Last Geolocation', this can also be set to 'Last Item Address'

    • Last Geolocation: This will be the last known address when scanning an Item
    • Last Allocation: This will be the last allocated address for an Item. To read more visit Item Addresses

If the Sign-In and Out feature is enabled, you can choose whether items of this type can be signed in and out. For example, fixed equipment cannot be signed out, and this setting reflects that.

The Checklists Tab

Add any checklists required for this item type.

The Custom Fields Tab

Add custom fields specific to this item type. These fields will be available to fill in when you allocate a new label with this item type.

The Actions Tab

Item Types can have Actions assigned to them, which are tasks that must be performed at various stages of an item's lifecycle.

Until these actions are completed, you can configure the item to display a specific status result. The available options are:

Out of Service is frequently selected as the default result. This is particularly useful for organizations that need to set up items in advance without affecting their operational statistics.

Triggers

  • Created
  • Activated

Actions of type 'created' will need to be completed on the creation of an item

Actions of type 'activated' will need to be completed on the re-activation of an item