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To capture which tool an operator used, add a Tool field to a procedure step.

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Require a tool on a procedure step

  1. While editing a step, add a field and choose the Tool field type.
  2. Set the field name and help text as you would for any data-collection field.
  3. To accept only tools that are currently available, select Only accept “Available” tools.
  4. Use the Validations menu to constrain valid input:
    • Type restricts input to a tool subtype, spanning multiple models.
    • Part Number restricts input to one specific tool model.
For the full list of step field types, see Step field types.

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Select a tool during a run

When an operator reaches the step in a run, the Tool field shows a Select a tool… picker listing tool inventory that meets the field’s validations. The operator picks the tool they used to complete the field.