For items which have a shelf life (for example textile equipment), you can add a date for retirement to the record in Papertrail.
To specify the date for retirement in a record, click into the record and if necessary on Show all fields at the base of the window.
A calendar will appear when you click on the Date for retirement field.
If you need to choose a date a long time into the future, you can click on the month and then year at the top of the calendar to scroll through until you see the year you are looking for. Select the month you want to use, and a drop down calendar will appear allowing you to chose the specific date for retirement of the product.
Don't forget that you can edit multiple records at once if you have the same retirement date for multiple items.
You can view a list of the items that are due to be retired within the next six months by clicking on the Retire filter number in the dashboard, which is useful for planning ahead when it comes to purchasing new equipment. You can also see the dates for retirement by customising your folder view.
When it comes to marking the item as 'retired', head to this article to follow the process. Storing records of retired equipment in Papertrail allows you to evidence the fact that retired equipment is no longer in use. You can access a list of all records which have been retired at any time by clicking on the Archived option in the Filters tab. Retired records do not count towards your total records allowance within your Papertrail account.
See related articles:
- How to edit a record
- How to retire (archive) a record
- How to import products from the Product Directory in your Papertrail account
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