# Manage equipment

<div class="ng-access" markdown>
**Who can do this:** <span class="ng-badge ng-badge--superuser">Superuser</span> <span class="ng-badge ng-badge--admin">Admin</span> <span class="ng-badge ng-badge--fieldtech">Field Tech</span> *(Bulk Preload is admin-only)* &nbsp;·&nbsp; **Where:** top navigation → **Equipment**
</div>

The master equipment list for your tenant, split into an **Active** table and a **Retired** table, with filtering, click-to-sort columns, and the retirement workflow. This is also where **Add Equipment** and the admin **Bulk Preload** live.

<!-- SCREENSHOT: manage-equipment-01.png — filter card plus active equipment table with sortable headers -->

## Filter and search

The filter card narrows both tables:

- **Site** — pick one site or *All sites*. With a site selected, the header's add button becomes **Add Equipment (this site)** so new records land pre-assigned.
- **Search** — matches tag #, code, name, serial, make, and model.
- **Show only Placeholder records** — a switch that isolates placeholder equipment created by Bulk Preload, so you can see what still needs real data entered. (The switch only appears once your tenant has the Placeholder type.)
- **Filter** applies; **Clear filters** resets everything.

Both tables sort by clicking any column header — Client, Site, Type, Subtype, Tag # / Code, Customer ID, Serial, Make / Model, Status (the Retired table adds a Retired date column and has its own quick search box).

## Row actions

- The **Client** and **Site** cells link straight to those pages.
- **View** opens the [equipment detail page](equipment-details.md); **Edit** opens the full edit form and returns you here afterward.
- The **Active / Retired** toggle runs the retirement workflow below.

## Retire equipment

Retiring takes a unit out of the active fleet while keeping its full history.

1. On the equipment's row, switch the toggle from **Active** to **Retired**.
2. The **Retire Equipment** dialog opens: *"This will mark the equipment as retired and record the details below."*
3. Choose a **Disposition**: *Removed from service*, *Sold*, *Scrapped*, *Replaced*, or *Other*.
4. Optionally add a **Reason** (up to 255 characters, e.g. "End of life, failed inspection…") and **Notes**.
5. Select **Confirm Retirement**. Closing the dialog or selecting **Cancel** instead reverts the toggle — nothing is recorded until you confirm.

The record moves to the **Retired Equipment** table, stamped with when, by whom, and why.

### Reactivate retired equipment

Switch the row's toggle back to **Active** in the Retired table. This clears the retirement record — date, disposition, reason, and notes — so treat reactivation as a genuine return to service, not a browsing action.

## Bulk Preload (admins)

**Bulk Preload** creates placeholder equipment records in quantity — a setup-time tool for stubbing out a site before the field visit that fills in the real data. With a site filter active it becomes **Bulk Preload (this site)**. Afterward, use the *Show only Placeholder records* switch to track which placeholders still need completing.

## Troubleshooting

**The retire toggle snapped back to Active.**
:   The dialog was dismissed without **Confirm Retirement** — that's the cancel path working as intended. Toggle again and confirm to retire.

**I can't find a unit I know exists.**
:   Check the Retired table (it has its own search box), then clear all filters — an active site filter or the Placeholder switch quietly narrows both tables.

**I don't see Bulk Preload.**
:   It renders only for admins, and only once the Placeholder equipment type exists in your tenant.

**My retirement didn't seem to save.**
:   If the page had been open a long time, the security token may have expired. Reload and retry; the toggle state on reload reflects what's actually stored.

## Related articles

- [Equipment details](equipment-details.md)
- [Site details](site-details.md) — the per-site equipment list with its own Add Equipment shortcut