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Products & Tools

Maintain the catalogue of lubrication products, consumables, and tools your tasks reference.

Required role

Admin.

Overview

Products & Tools is the master catalogue of physical materials and equipment your plant uses during maintenance:

  • Products — lubricants, greases, oils, cleaners, sealants, consumables.
  • Tools — wrenches, torque wrenches, meggers, calibrated instruments, fixtures.

Lubrication tasks reference products on the "Product used" field. Repair tasks reference products (parts used) and tools (tools used). Consumption and tool-usage reports aggregate from these.

This menu entry expands into two submenus — one page each.

  • Products — the lubrication / consumable catalogue.
  • Tools — the tool registry.

Typical workflow

When you start a new installation:

  1. Import your existing product catalogue (from your purchasing system) as CSV into Products.
  2. List the tools your technicians carry into Tools.
  3. Configure the relevant lubrication tasks to reference specific products from the catalogue.
  4. Configure repair tasks to optionally log parts and tools used.

Later, review quarterly:

  • Deactivate products / tools no longer in use.
  • Add newly introduced ones.
  • Check the Consumption Report (if available) against your purchasing records.