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Parts and Assemblies: Managing inventory items that have removable parts

Learn how to add, remove, and manage items that have removable parts

Updated over a week ago

You can group and manage items with removable parts, such as lanyards with carabiners, harnesses with rope bridges, or first aid kits. We call items with removable parts ‘Assemblies’.

You can add and remove parts from Assemblies, and manage each part just like any other item in your inventory: record inspection results, add dates of manufacture and first use, track expiry dates, and more.

You can only add, remove and manage parts from Assemblies (products that have been created with more than one serialised item). An Assembly will have a ‘Parts’ tab in its information screen.


Assembly Status

The status of an assembly (Safe/Not safe) takes into account the status of its parts.

If one or more of an Assembly’s parts has the status ‘Not safe’, the status of the Assembly will also be ‘Not safe’.


Managing parts and assemblies in the mobile app

Adding a part to an assembly in the mobile app

  1. Search for the Assembly you want to add a part to

  2. Select the Assembly and tap ‘Options’ > ‘Add Part’

  3. Use the search bar to search for the item or product you want to add as a part

  4. Select the item or product you want to add

  5. If the item is already in your inventory

    1. Tap ‘Add to Assembly’

    2. The item will now be listed in the Assembly’s Parts tab

  6. If you are adding a product not already in your inventory

    1. Add your item’s information (serial number etc)

    2. Tap ‘Add Item to Inventory and Assembly’

    3. The item will now be listed in the Assembly’s Parts tab

You can only add one part at a time. If you have many parts to add that are not yet added to your inventory, use Multi-add to add the items to inventory before adding them as parts to your Assemblies.

Removing a part from an assembly in the mobile app

  1. Scan the item’s NFC tag or QR Code to take you straight to the part

  2. If the item does not have NFC or a QR code

    1. Search for the Assembly you want to remove the part from

    2. Select the item and tap ‘Parts’ to open the Parts tab

    3. Select the part you wish to remove

  3. Tap ‘Options’

  4. If you want the part to stay in your inventory

    1. Tap ‘Remove from assembly’

    2. The item will remain in your inventory, and will land in the folder where the assembly is saved. The item’s history is retained, including which assembly it was removed from. Any references, like inspection frequencies or labels, are also retained.

  5. If you want to remove the part from your inventory

    1. Tap ‘Remove from inventory’

    2. You will be prompted to confirm that you want to remove the item from your inventory

    3. Tap ‘Remove Item’

    4. The item will be removed from your assembly and also from your inventory. The item’s references, like inspection frequencies or labels, are stripped from the item

Searching for parts in your inventory in the mobile app

Parts are listed inside its Assembly rather than in the Inventory list.

You cannot search or filter your inventory to find parts.

You can find parts by searching for the Assembly by NFC, scanning the QR or data matrix code, or by serial via the Squircle button.

You can also search your Inventory for the Assembly, open the Assembly, and tap the ‘Parts’ tab.


Managing parts and assemblies in the web app

Adding a part to an assembly in the web app

  1. Search for the Assembly you want to add a part to

  2. Select the Assembly and click ‘Options’ > ‘Add Part’

  3. If the item is already in your inventory

    1. Use the search bar to search for the item you want to add as a part

    2. Select the item or product you want to add

    3. Click ‘Add to Assembly’

    4. The item will now be listed in the Assembly’s Parts tab

  4. If you are adding a product not already in your inventory

    1. Click ‘+ Add a New Item’

    2. Use the search bar to search for the product you wish to add

    3. Select the product

    4. Add your item’s information (serial number etc)

    5. Click ‘Add item to inventory and Assembly’

    6. The item will now be listed in the Parts tab

You can only add one part at a time. If you have many parts to add that are not yet added to your inventory, use Multi-add to add the items to inventory before adding them as parts to your Assemblies.

Removing a part from an assembly in the web app

  1. Search for the Assembly you want to remove the part from

  2. Select the Assembly and click ‘Parts’ to open the Parts tab

  3. Select the part you wish to remove

  4. Click ‘Options’

  5. If you want the part to stay in your inventory

    1. Click ‘Remove from Assembly’

    2. You will be prompted to confirm that you want to remove the part.

    3. Click ‘Remove’

    4. The item will remain in your inventory, and will land in the folder where the assembly is saved. The item’s history is retained, including which assembly it was removed from. Any references, like inspection frequencies or labels, are also retained.

  6. If you want to remove the part from your inventory

    1. Click ‘Remove from inventory’

    2. You will be prompted to confirm that you want to remove the item from your inventory

    3. Click ‘Remove’

    4. The item will be removed from your assembly and also from your inventory. The item’s references, like inspection frequencies or labels, are stripped from the item

Searching for parts in your inventory in the web app

Parts are listed inside its Assembly rather than in the Inventory list.

You cannot search or filter your inventory to find parts.

You can find parts by searching your inventory for the Assembly, opening the Assembly, and selecting the ‘Parts’ tab.

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