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Tool Types categorize equipment used during maintenance, such as hand tools, power tools, measuring tools, and diagnostic tools. Standardized tool categories improve planning, availability tracking, and reporting across maintenance operations.

Tool Types table with plus button highlighted
New Tool Type dialog with Name field and Submit button
  1. Open Admin PortalSettingsReference Data.
  2. Find Tool Types and click +.
  3. Complete the form:
FieldDescriptionRequired
NameCategory (e.g. “Measuring Tools”).Yes
Override NameTranslated label.No
  1. Click Submit.
  1. More (⋯)Edit.
  2. Update Name or Override Name.
  3. Click Update.
  1. More (⋯)Delete.
  2. Safeguard: Deletion is blocked while any tool record uses this type. Reassign tools first.

After creating, editing, or deleting a tool type:

  1. Confirm the Tool Types table shows your latest updates.
  2. Verify naming consistency and avoid near-duplicate categories.
  3. Open a tool record or related assignment form and confirm updated type options are selectable.