Equipment List: Deleting Equipment Items

Equipment List: Deleting Equipment Items

Purpose Statement

The equipment deletion feature allows administrators to permanently remove equipment items from the system's records. This function helps maintain accurate equipment databases by eliminating outdated, damaged, or decommissioned equipment entries that are no longer needed for operational tracking or reporting purposes.


Background Information

This feature supports both individual item deletion and bulk operations for efficiency when managing large amounts of equipment. The system provides safeguards through confirmation prompts to prevent accidental deletions, and users also have the option to archive equipment instead of permanent deletion, preserving historical records while removing items from active inventory views.

Alert
The Delete function differs from the Archive function in the fact that deleting equipment PERMANENTLY removes equipment and all historical records pertaining to it from the system.  Archiving removes equipment from the active list, whereas the item(s) will no longer be able to be used, all historical records are retained and still be accessed.  It is most often our recommendation to Archive instead of Delete.

Required Permissions

Users must have Equipment Management permissions within the Assets module to delete equipment items. This typically includes:

  • Equipment Edit permissions
  • Equipment Delete permissions
  • Access to the Assets module

Contact your system administrator if you cannot access the deletion functions described in this guide.


Video



Step-by-Step Guide

1. Click on Equipment List within the Assets module


Click on Equipment List within the Assets module


2. Use the search field or Filter to locate the item(s) to be deleted


Use the search field or Filter to locate the item(s) to be deleted



Info
Selecting the ellipsis will reveal additional actions should users want to archive the item


Selecting the ellipsis will reveal additional actions should users want to archive the item



3. Click on the Delete icon


Click on the Delete icon


4. Click on Confirm


Click on Confirm


5.  To delete items in a bulk operation select the checkboxes for each item


Info

Selecting the master checkbox at the top will select all items on the page


To delete items in a bulk operation select the checkboxes for each item



Info
Selecting the Actions dropdown will reveal the bulk operation to Archive Equipment


Selecting the Actions dropdown will reveal the bulk operation to Archive Equipment



6. To Delete, Click on the Delete icon next to the Actions button




7. Click on Confirm


Click on Confirm


Best Practices

Do:

  • Use the search and filter functions to locate specific items before deletion
  • Consider archiving equipment instead of deletion to preserve historical records
  • Verify equipment is no longer in service or needed before permanent deletion
  • Use bulk operations when deleting multiple related items to improve efficiency
  • Double-check selected items before confirming bulk deletions

Don't:

  • Rush through the confirmation process without reviewing selected items

Troubleshooting & FAQs

Q: What's the difference between deleting and archiving equipment? A: Deleting permanently removes the equipment record from the system, while archiving removes it from active views but preserves the data for historical reference and reporting purposes.

Q: Can I recover deleted equipment items? A: No, deletion is permanent. Consider using the archive function if you need to preserve equipment records for future reference.

Q: Why can't I see the delete option for certain equipment items? A: Check with your administrator to ensure you have the proper permissions.

Q: The bulk delete option isn't working. What should I try? A: Ensure you've selected at least one equipment item using the checkboxes before accessing bulk actions. 


Additional Considerations

Data Integrity Considerations

Before deleting equipment, verify that the items are not referenced in:

  • Active incident reports
  • Scheduled maintenance records
  • Equipment assignment logs
  • Inventory audit trails

Alternative to Deletion

The archive function provides a safer alternative to permanent deletion by:

  • Removing equipment from active inventory views
  • Preserving historical data for compliance and reporting

Bulk Operations Efficiency

When managing large amount of equipment, use bulk operations to:

  • Process multiple decommissioned items simultaneously
  • Maintain consistent deletion practices across equipment categories
  • Reduce time spent on repetitive individual deletions

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