---
title: Equipment Scan
slug: equipmenttrack/equipment-scan
description: Scan equipment with mobile devices in Unaric Equipment Track. Check in/out assets instantly and update records in real time inside Salesforce.
docTags: 
createdAt: 2024-08-28T22:42:56.672Z
---

**Equipment Scan** allows users to scan, view, and process equipment-related operations, such as confirming assignments, loans, and equipment returns (including Equipment Pools and Consumables).

Equipment Scan can be added as a record page component to the following lightning record pages:

- **People (User)**
- **Contact**
- **Account**
- **Opportunity**

## Enable Equipment Scan

To activate **Equipment Scan**, use the **Lightning App Builder **to edit one of the pages listed above and drag the** Equipment Scan** component from the **Components **tab into the page. You will find the Equipment Scan component under **Custom** or **Custom - Managed**.

For more information on Unaric Equipment Track mobile components, see [Mobile Components](docId\:X0UxAzsDFpNoySSsKgQC7).

:::hint{type="info"}
The **Equipment Scan** component only works on the phone, tablet-portrait, and tablet-landscape form factors.
:::

## Equipment Scan app page 

All the functionality on this page requires a list of equipment, so the user starts by scanning one or more equipment to update the **View **tab.

On the **Equipment Scan **app page, we have placed a Rich Text component with a user's greeting—edit this component to instruct your users as desired. Much like the Lightning web component described above, the component includes **Assignment Confirm**, **Count**, **Loan Confirm,** and** Loan Return** fields, as well as the **Delay between scans**.

::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/wg7X47BhLEsX6l9e_MP4J_image.png" size="50" width="875" height="750" darkWidth="875" darkHeight="750" position="center" showCaption="false"}

- **Count:** By default, **Condition** and **Note** fields are displayed for updating. It is important to note that the user-entered **Condition** and **Note** will be applied to all equipment in the **View** tab. As such, if **Condition** varies between equipment separate scans and counts may be required. Tap **Save** to create the **Count** records.
- **Confirm, Confirm Assignment, Confirm Loan:** Confirm uses two sub-tabs: **Assignment** and **Loan**. Select the confirmation you wish to update. The **Confirmation Date** and **Confirmation Note** will be displayed to be updated by the user by default. If the equipment scanned does not have open loans, a warning message will be displayed. Tap **Save** to update the **Assignment** or **Loan Confirmation** fields.
- **Return:** Only loaned equipment can be returned. If the scanned equipment records do not have an active loan, a warning message will be displayed. If the equipment record is an equipment pool, all current loans will be displayed with a toggle to select the loan(s) being returned. By default, the user will update **the Equipment Status**, **Actual Return Date,** and **Return Note**. The **Status** entered by the user will be applied to all equipment on the list. If returned equipment requires different statuses, scan and return them separately.

## Customizable attributes

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
- **Info**: This is the greeting message your users will see at the top of the component.
- **Assignment, Reservation, Loan, Shipment fields**: Use a comma (no space) separated list of fields to add them to the displayed form for the** Assignment**, **Reservation**, **Loan**, or **Shipment (Consumables)**. Added fields will be displayed or updated based on user permissions. The fields must come from the appropriate object: **Equipment Assignment**, **Equipment Reservation**, **Equipment Loan**, or **Consumable Shipment**, and may include custom fields. To hide this tab enter* None*.
- **Delay between scans**: Enter the time between scans for the **Multiple scan** mode (in milliseconds).
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/hihcZXdpzVynzUVP8wscj_image.png)
:::
::::

### Customize return fields

When committing a return, you can specify the equipment fields to display and update. For example, you can use this feature to update the equipment status. To this end, you use the **Equipment Fields** parameter.

1. On the Salesforce desktop app, go to **Equipment Scan**.
2. Click the gear icon (:FontAwesome[]{icon="fa-solid fa-gear"}) in the top right corner and select **Edit Page** on the dropdown menu to open the page in the **Lightning App Builder**.
3. Click the page component to select it. On the right, you will see the list of parameters of the component. You will find the **Equipment Fields** parameter.
4. Enter the fields of your preference in the **Equipment Fields** parameter. The **Status **field is set by default.

   ::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/C6ZdGadnRKVWG67TYYsyj_image.png" size="38" width="273" height="671" position="center" darkWidth="273" darkHeight="671" showCaption="false"}
5. Click **Save** to finish.

## View tab additional functionality

### Scanned equipment list

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
When equipment is scanned using the **Single** or **Multiple scan** buttons, the** View** tab is updated with a listing of the scanned equipment. The** View** tab also has a counter displaying the number of pieces of equipment currently scanned and this list will also be processed for **Assignment**, **Reservation**, **Loan**, or **Shipment** of the correct type. For example, you can only ship consumables, not loan them.
:::

:::VerticalSplitItem
::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/z29DhWrHMxNaf8nQ1d6t9_image.png" size="60" width="388" height="855" darkWidth="388" darkHeight="855" position="center" showCaption="false"}
:::
::::

### Equipment record actions

Use the dropdown icon (**>**) next to a scanned **Equipment** record (*EQ-NNNNNN*) to open the **Compact Layout** for that record. Opening this layout also displays three buttons: **View**, **Edit,** and **Remove**.

- **View:** Opens the **Equipment **record in the mobile app using your defined **Equipment Record Page** in view mode.
- **Edit**: Opens the record in **Edit mode**. 
- **Remove:** Remove this equipment from the list of scanned equipment. This is useful if the equipment was scanned in error or won't be used for later processing.

:::hint{type="warning"}
All permissions settings are respected so view and edit may act differently for different users.
:::

### Attachments and uploaded files

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
In the lower section of the page, you will find the attachments section and the scanning buttons. Use the **Upload Files** button to take pictures or select pictures from your camera roll to upload and attach to the associated records (**Assignment**, **Reservation**, **Loan,** or **Ship**).
:::

:::VerticalSplitItem
::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/FabYwGmlpVVvrd8mjFxGD_image.png" size="70" width="419" height="258" darkWidth="419" darkHeight="258" position="center" showCaption="false"}
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
When you upload a file or take a screenshot from your mobile device on the** Equipment Scan** screen, a **Link files you uploaded** button allows you to add these files to the Equipment record.
:::

:::VerticalSplitItem
::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/XuEunRfC6wew28BLw1MOc_image.png" size="78" width="882" height="1528" darkWidth="882" darkHeight="1528" position="center" showCaption="false"}
:::
::::

## Create Loan or Shipment

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
The **Equipment Scan** component includes the ability to create a loan or consumable shipment. You can turn on or off these tabs and update the fields as required on these screens using the standard delivered **Equipment Scan** page component.
:::

:::VerticalSplitItem
::Image[]{src="https://api.archbee.com/api/optimize/10Nod6Ww95R3dPr0k0TCJ/2-gLljhKaVi70YaGp-Ty7_image.png" size="70" width="1242" height="2688" darkWidth="1242" darkHeight="2688" position="center" showCaption="false"}
:::
::::