Create A Custom Form For Equipment

Create custom forms on Plexa Dashboard for equipment management by tailoring equipment categories with specific fields. This improves data organisation, efficiency, and accuracy in equipment tracking.

Step by step Guide

1. Click "Site Management" on the Plexa Dashboard

2. Click "Equipment" on the Top Menu

3. Click "Settings" icon

4. Select the "Equipment Category" needed to create a Custom Field from the dropdown

5. Click "Add New Fields"

6. Select which Custom Field(s) you want to allocate, Assign a Name to the Field, if this is a Required Field, tick the Required Checkbox.

7. Click "Add" & Repeat this Process as required.

Video Tutorial

For a visual guide, watch the video tutorial below