Manage tool models

You manage tool models in the Tools Library: in the Supply Chain section of the sidebar, click Tools Library.

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Create a tool model

1. On the Tools Library page, click Create Tool.
2. Enter a Tool Number and Revision (both required).
3. Optionally add a Description, one or more Subtypes, and a Maintenance Interval.
4. Click Create Tool.

ION opens the new tool model’s detail page.

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Categorize tools with subtypes

Add subtypes in the Subtypes field when you create a tool model or from the tool model’s detail page; type a name and select an existing subtype, or create a new one on the spot.

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Set a maintenance interval

Enter the maintenance interval as a list of {number}{unit} segments using this shorthand: For example, 1d 2h 20m is an interval of 1 day, 2 hours, and 20 minutes.

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Edit a tool model

Open a tool model from the Tools Library to reach its detail page. Fields in the Tool Information card edit in place and save automatically, including subtypes and any custom attributes.

• To revise the model, click Create New Revision. ION creates the next revision and opens it.
• To remove the model, open the … menu and click Delete. Deletion can’t be undone.

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Comment on a tool

Comments let you discuss a tool model with your team.

1. On the tool model, find the Comments section.
2. In the Add a comment… field, type your comment. You can format the text and @-mention a user to notify them directly.
3. Click Comment.

To reply to a comment, use its reply control. To close a thread, resolve it; a resolved comment can be reopened later.

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Attach files to a tool

Attach files such as images, PDFs, and STEP/STP files, up to 100 MB each.

1. On the tool model, find the Attachments section.
2. Add a file by dragging it onto the upload area, clicking to browse, or taking a photo on a device with a camera.

To remove a file, click its delete control and confirm.

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Related

• Manage tool inventory
• Record tool usage on a run
• Manage parts