Setting Expiration Requirements and Pre-Expiry Notifications
When you have equipment that has an expiration date it may be important to receive notifications ahead of time.
🔑 ACCESS LEVEL: Owner, Editor and Member+ with Equipment Editor
ℹ️ NOTES:
- You can also set an account default expiry notification under settings.
- For vehicles you will have an odometer reading field to configure the expiration requirement and set the notification.
To set an expiration date on an item of equipment
- Go to Logistics > Equipment
- Open the piece of equipment through Categories > Kinds or by searching for the equipment ref # on the search bar
- Click Update details on the item
- Select the expiration date from the calendar picker
- You may also set the amount of hours of use or amount of times used as the determination for the expiration of an item
- Click Save Changes
To set the custom expiration reminder for an item
- Open the piece of equipment through Categories > Kinds or by searching for the equipment ref # on the search bar
- Click Update details on the item
- Select the drop down next to Custom expiration reminder for this item (Default: 30 days before expiry date)
- Key in the notification requirements based on the expiration date perimeters set above
- Click Save Changes
