Editing Models

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Updating or editing models have much of the same functionality as equipment. Model data is shared with all linked equipment.

Model Properties:

To edit a model model property simply hover over the property and click the pen icon as shown in the video above. Click the checkmark to save or x to undo your changes.

Model Category:

Editing a model category lets you select the category labels from the available category labels. The model category can be used to filter your equipment based on category in other parts of the system.

Model Documents:

Adding documents to your model enables you to upload certificates or other relevant documentation. Clicking the Add button in your documents tab will open the file explorer. Select the file you want to upload and give it a category. To delete a document, hover the filename and click the trashcan icon.

Merge Model:


When you have two duplicate models you can merge a model. This will link all the equipment with the model you are merging to. The equipment will get the data from the new model. Keep in mind that if the data on the model you are merging to is differentiating you might need a variant instead of merging.

Verify Model:

When you have updated and edited your model you can verify said model to ensure it becomes locked for edit both in the portal and mobile application.

Related articles:

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