With the Tools & Equipments you can create catalogs for Equipment and tools and also create Inventory for the catalogs created this feature also has the ability to show the analytical data of equipment and tools. 

Tools & Equipment

  • To access the Tool & Equipment follow the path Project settings> Planner settings >Tools & Equipment which allows you to reserve and inspect tools & equipment from this section.

  • In order to set up the Tools & Equipment section, configure the different categories and sub-categories for tools and Equipment, this can be configured in the List Manager.

  • Every Project is by default configured with a  basic set of categories and subcategories for tools and equipment as shown below , It can be further enhanced as per the project requirement.

List Manager Configuration

  • Every project will come with a set of default lists for Categories and Sub Categories for Tools and for Equipment it is configured as shown below. The values from these lists become the data for the Categories and Sub categories fields while adding a Catalog.

  • The first list called 'Tool Types' will have the different categories defined for tools. The 2nd list called 'Tools' will  have the different subcategories defined for the tools, the list values are grouped in the 'Filter By Value' field. By doing so, while adding a catalog, for the selected category, the filtered values will be listed in the sub category field.


Tools & Equipment (Manager)

  • Tools and Equipment section is the page where we first create a catalog for an equipment or a tool and then for the respective catalog we add multiple items of that type by giving it a unique name and other relevant information it comprises of 2 sections:
  • Catalog - where catalogs are created for a specific tool or an equipment and then, individual unique number of pieces are added to the inventory, thus managing the catalog-inventory relation.
  • Inventory - place where for a catalog type , multiple number of items are added and maintained.

  • The Tools & Equipment page has the following details:

Add Catalog

  • When you are in the 'Catalog' section and click on the 'Add' toolbar button, you can add a new catalog item. From the same page, you can either just create a catalog or  you can add an inventory items to the created catalog.

  • Click on the 'Add Catalog' toolbar button to see the 'Tools & Equipment - Catalog' popup with the following fields

  • Image - Upload image to the catalog being created.

  • Model Name (Required) - name of the catalog being created (Has to be validated for uniqueness)

  • Model number (required) - Number of the catalog being created (has to be validated for uniqueness)

  • Description - Add description for the catalog If needed.

  • Select Type (Required) -  User can choose to select either Tool or Equipment. (Tool is selected by default)

  • Manufacturer - This field shows all companies that have  been configured as Vendor/Supplier

  • Category  (Required) - Select a  category for the catalog being created. (The values come from the List Manager)

  • Subcategory (Required) - Select a  sub category for the catalog being created. (The values come from the List Manager).

  • Supplemental App - The app selected here will allow user to add supplemental info to every item created under this catalog.

  • Specification - User can either add a URL in the specified field or can click on the Add button and upload any related files.

  • Certifications - The certifications required for the tool / equipment to be operated can be added here.

  • Save Catalog button - Clicking on this button will save the catalog.

  • Add Inventory Button - Clicking on this button will first save catalog and then opens a page to add inventory (Items) to this catalog.

  • Add selects to add a catalog for a tool or an equipment in the type field then uploads an image for the catalog (optional). Enter a unique model name and unique model number

  • Select a 'Manufacturer' from the dropdown menu. This list comes from Manage Companies, where the added companies have been configured as vendors/suppliers . Select a Category and Subcategory in the respective fields that the catalog being created falls under. This helps in grouping and filtering Category and Subcategory.

  • You can configure a supplemental App for the catalog being created. For every piece of Inventory created for this catalog type, a smart item will be created in the background. You can edit and add any additional information.

  • Specification can be added in 2 ways for a catalog. If there is a URL that gives all the details, and  can be copied, for additional documents, files and manuals, one can click on the '+' button, upload the files.

Note: Any file(s) uploaded for a catalog, will automatically show up at every inventory item created under the catalog. Additional files specific to an inventory item can be uploaded only for that item at the Inventory level. The files uploaded at the catalog level can be removed only by editing a catalog. The files uploaded for a specific instance(Item) can be removed only by editing that item. The item level upload do not show up at the Catalog level.

  • If a tool or an equipment being created as a catalog needs inspection, you can select the App where the Inspection details have to be saved.

  • If the equipment / tool being added needs Operator / Certifications, then, It can be turned ON using the slider. Once it is turned ON click on the '+' toolbar button and all the certifications are displayed as a popup. You can choose one or more certifications in the 'Select Certifications' page and click on the 'Add Selected' button. They all get added to the certifications grid.

  • Click on either of the buttons to create the Catalog. Clicking on:
  • Save Catalog - will just save the catalog. Actor is shown a "Successfully saved" toast message
  • Add Inventory - will first save the Catalog, show the success message and then opens and interface to add the inventory for the just added catalog.

Add Inventory after saving catalog:

  • Once you enter all info for a catalog and click on 'Add Inventory' button, the catalog is saved and the interface to add Inventory items for the saved catalog opens. It comprises of 2 sections Catalog section and Inventory Section. With the following details:
  • Model Image - Model Image of the catalog
  • Model Name - Model name of the catalog
  • Model Number - Model number of the catalog
  • You can choose how many inventory items you want to add for the catalog in "How many items would you like to add?" with 1 being minimum. Click on the +/- buttons to precisely add the number of inventory items for the catalog.

  • Enter the details for the first tool/equipment as shown below.




  • You can either enter details for each Item individually or can use the 'Apply selected data all items' option to reduce data entry and then clicks on the 'Add' button you are shown a message '<n> tools are added to inventory'.

Note: Validation of mandatory fields, including unique tool name and Unique ID (If overridden) should be done and necessary warning message should be displayed to the actor.


  • Since this flow started with creating catalog and then adding inventory, and on successful creation of Inventory, the page closes and shows the Catalog grid page.

Tools & Equipment - Catalog page

  • The grid columns, toolbar buttons and search/grouping/filtering has been described above below are some of the additional details.

  • On mouse hover /click on a catalog a hover card is displayed with more details about the catalog. It has the following tabs which give more details of it and allows to perform more functionalities for the catalog. The hover card has 4 tabs:

  • General Info Tab - Displays general information about the selected tool. (Tool name, Description from Catalog, Status of the tool and an 'Edit' icon to edit the catalog, describe in the section below.

  • Certifications Tab - This tab will display any certifications added to the catalog. It also has an 'Add Catalog' button. Actor can click on this button to add any additional certifications.
  • Status tab - This tab shows the count of all the equipment / tools  added under the catalog and their statuses in the form of a graph, as shown in the mockup. This is just a representation. This may change based on Actual Data.

  • Additional Documents tab - Actor can upload any document in this tab. Any document uploaded while creating the catalog in the 'Specification' section will be displayed here.  (Any inventory created by selecting this catalog will automatically show these documents for that inventory).

  • On hover on the count of the tools of a catalog item, we show the analytics of the catalog as shown.


Edit Catalog Page

  • Clicking on 'Edit Catalog' will open the edit catalog page for the selected catalog. You can make the changes and click on 'Update'. The changes will be updated to all the instances created using this catalog definition.



Tools & Equipment - Inventory page

  • Tool & Equipment page can be toggled to show the Catalogs or the Inventory for all the defined catalogs by toggling in the menu next to the Page label. Click on the toggle label. It shows 2 options: Catalog and Inventory. Select Inventory all tools/equipment from all catalogs are displayed in the grid. The grid has the following columns shown.


Tool Details tab and Edit Tool

When hovered on a tool, you are shown a hovercard with 6 tabs:

  • General: shows the details of the tool, if it has been reserved and its last location. It also has additional buttons:
  • Edit - To edit the tool (Opens the edit tool page, just like when clicked on the toolbar edit icon)
  • Location -  navigates to the last known location of the tool/equipment.
  • Reserve Tool - Displays the calendar of the tool/equipment, the tool can be reserved from this tab also.

  • Inspect Tool - User with Inspect permissions can inspect the Tool/Equipment.

  • Certifications required - displays all the certifications needed for the tool/equipment to be used.

  • Availability - Displays a read-only calendar with a 7 day availability of the tool/equipment.

  • Attachments - displays any documents attached at the catalog level. Any additional documents can also be added from this tab, specific to this tool, if needed. It is only specific to this tool.


Reserve a Tool tab

  • Click on the 'Reserve Tool' button you are displayed the 'Availability calendar' page for the selected tool. On top of it, The 'Reservation Details' popup is displayed it has following fields shown






Inspect Tool Tab:

  • User (with inspection permissions) will be able to click on this icon and inspect the tool. Clicking on this icon will open the smart Item page (That is configured for this tool type) and user fills in the data, user also fills in additional data (If configured as a checklist app) and then submits the Inspection Details Page.


Certifications Required Tab

  • Clicking on the 'Certifications' tab will list all the certifications needed for the tool to be used.

Tool Analytics Tab:

  • Clicking on this tab will show a quick view of the availability of the tool/equipment for the next 7 days.

Specifications Tab

  • This tab , will by default show all the documents uploaded for the catalog for which this tool/equipment was created.  User has the ability to upload any additional documents specific to this tool by clicking on the 'Add Documents' button.  The newly added documents will append to the existing documents percolated from the catalog. Any document uploaded here will be specific to that tool/equipment.

Analytics Tab

  • The Tools & Equipment - Inventory page has 3 tabs namely
  • General - Shows all the general info of the tools / Equipment.

  • Analytics - Displays all the analytics data of the tools equipment.

  • RTLS - displays the RTLS data of the tools / equipment.


 RTLS Tab:

  • The RTLS tab displays the following data of tools / equipment

  • Hovering on the last available location, a thumbnail is shown to the user, based on whether it is indoor location or outdoor location.

  • Add Tool(s) / Equipment from Grid.

  • Click on the Add toolbar button. Add Inventory screen is displayed as shown in the images, selects a category / Sub category and based on the selection, he is suggested a list of models. Pick a model and all the other fields get auto filled based on the model picked. Click on the 'Add Inventory' button. The screen refreshes to show the screen where multiple items for the same catalog can be created, enter values for all the similar items to be created and clicks on the 'Add' button


You can filter the tools based on :

  • Status - Different status available for the tools
  • Ownership - Whether  it is owned or rented
  • Categories - displays all the categories
  • Manufacturers - Lists all the manufacturers
  • Models - Lists all the unique models (Cross check)


All the tool & Equipment can be grouped as below:

  • Type - Based on  whether it is a Tool or an Equipment
  • Status - Different statuses of the tool/equipment
  • Ownership - grouped based on whether it is  owned or rented.
  • Manufacturers - Grouped based on Manufacturer
  • Model - Grouped based on different models.

Edit Tool from Grid

  • A tool or an equipment can be edited by selecting the tool from the grid and clicking on the 'Edit' toolbar icon. Any modifications can be done and clicked to the 'Update' button.

Org Console changes for Tools & Equipment

App Studio

  • 'Tools Metadata'  accommodates the Tool reservation from a smart Item and also the tools reservation details coming from a dispatched tag or from a task created in work planner.

App Designer

  • In the 'Field Types' section, 'Tools Metadata' has multiple fields and is similar to the existing 'Schedule Metadata' which has multiple fields in it.

  • In the designer you are displayed a MD field type called 'Equipment / Tools' metadata in the Field Type section, drags it on to the canvas as shown below. It has the "Select Type (Tools / Equipment), Model Name, Model Number, Description, Category, Subcategory, Manufacturer, Service date, Schedule Start Date, Schedule End Date, Schedule Start Time, Schedule End Time, Certifications (grid)" fields defined in it. Note that not all the fields are displayed in the designer, however, these fields are displayed in the Item Properties page where the MD field is configured.


  • When a tag is dispatched and the Tool MD is configured, based on the number of tools added to the tag, on dispatch, the Tools metadata gets added with all the tools along with the reservation details.

PLANNER™ Settings:

Work Teams

Daily Settings


Work Categories





Default Board


Last Updated: Sep-13-22