Deployment rules in Gearbelt allow you to automatically assign the correct form templates to specific assets based on defined criteria. You can create rules using asset type, category, manufacturer, model, tag, or location. This ensures the right inspection, repair, and schedule forms are always linked to the correct assets, streamlining operations and improving consistency across your fleet and equipment.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Gearbelt Contributor
Skills Required: Gearbelt Navigation
Device Type: computer
Subscription: Gearbelt
Step-by-Step Instructions
Access the Deployment section under the Admin section in the left-hand side navigation menu.
Select Create Rule.
Name your Deployment Rule.
Modify the Rule Settings. You can set the conditions as in the dropdown.
Set the rule according to:
Asset ID
Asset Tag
Asset Category
Asset Manufacturer
Asset Model
Asset Location
To add multiple conditions, select Add Condition.
Select which form template will be used for Inspection Forms, Repair Forms, and Schedule.
Click Save. Any asset that meets the defined conditions will automatically have the assigned form templates when an operator creates a new form.