Statuses, categories and fields
Once you have more than a few dozen items, these keep the list easy to work with. All of them are under Settings, and all of them are optional.
Statuses
Every item has a status. You start with two.
| Status | Group | What it means |
|---|---|---|
| In service | Active | Counts toward billing. The tag accepts reports. |
| Paused | Paused | Not billed. The tag shows as inactive. |
You can add your own, like "Out for repair" or "In storage". Open Settings, then Asset statuses, and click Add active status or Add paused status. Give it a name and a color.
The group is what matters. Any status in the Active group behaves like In service. Any status in the Paused group behaves like Paused.
If you delete a status that items are using, ServiceTags asks you to pick a replacement first. The two starting statuses can't be deleted.
Categories
Categories group items by kind: med carts, beds, lifts. Open Settings, then Categories, and click New category. You can give each one a picture.
You can't delete a category while items are in it. Move those items to another category first.
Item fields
Item fields are the extra details you want on every item: serial number, purchase date, warranty end, model. Open Settings, then Item fields, and click New item field.
| Type | Good for |
|---|---|
| Text | Serial numbers, model names |
| Number | Counts, sizes |
| Date | Purchase date, warranty end |
| Select, Multiselect | A fixed list of choices |
| Yes/No | Anything with two answers |
| Email, Phone, Time | What they say |
Tick Required field if every item must have it filled in. Pick Categories to show a field only on some kinds of item, or leave it empty to show it on all of them.
Deleting a field hides what was entered in it. It doesn't show up on items anymore.
Collections
Collections group sites, not items. Use them for regions, branches, or contracts: "Northeast", "Ohio branch". Open Settings, then Collections.
You can choose which teams can see each collection. Filter the Items page by collection to see everything at those sites.