--- title: "Managing Your Site's Equipment" slug: "adding-new-equipment" updated: 2025-05-28T10:33:50Z published: 2025-05-28T10:33:50Z canonical: "help.clario.com/adding-new-equipment" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.clario.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing Your Site's Equipment **Maximize your study's impact with our easy-to-use Modality Assessment.** **Navigate, complete, and submit for top-quality data every time!** ![image description](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Site%20Dashboard_Hero%20Image%20(1).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ## Adding New Equipment ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Adding%201%20of%202.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Adding%202%20of%202.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) 1. Click **+ Add New Equipment**. 2. Click **+ Add New** to open the **Add Equipment Details** form. 3. Fill in the required fields. - Type responses in free-text fields. - Click radio buttons for Yes/No or multiple choice questions. - Enter dates by overwriting the format or using the calendar icon. 4. Click **Next**. > [!NOTE] > By default, the **Sites** page shows the **Modalities** tab. If you're on the **Site Users** tab, click the **Modalities** tab to find the **+ Add New Equipment** button. #### Save as Draft Save your work for later. #### Back Exit the form and restart by clicking **+ Add New**. #### Dismiss Click **x** to close the form. Unsaved work will be lost. ## Defining the Equipment Location 1. Enter the equipment location: - **Option 1**: Click the empty radio button next to the prepopulated location. - **Option 2**: Click **+ Add New** to open the **New Equipment Location** form. Fill in all required fields (those not marked as optional) and press **Add**. 2. Press the radio button next to the preferred location. 3. Click **Next**. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Location%20Form.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ## Assigning an Existing Technologist 1. Click the empty checkbox next to the prepopulated technologist. 2. Click **Next**. 3. Complete the **Technologist Details** form and press **Add**. > [!NOTE] > When your study is not configured to include an equipment questionnaire, then you will press **Complete** to finish the form. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Tech%20Assignment.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ## Adding a New Technologist 1. Click **+ Add New** to open the **Technologist Details** form. 2. Fill in all required fields (those not marked as optional) and press **Add**. 3. Click **Next**. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Tech%20Addition.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ## Completing Your Equipment Questionnaire The online form may include various question and answer formats: - **Single Choice**: Click the radio button to select your answer. - **Multiple Choice**: Click multiple radio buttons to select all applicable options. - **Free-Text**: Type your response in the provided field. - **Numerical**: Click the radio button to select your numerical answer. - **Date/Time**: Choose dates and/or times when prompted. Remember to answer follow-up questions as needed. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Form%20Completion.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ## More About Managing Your Equipment ### Editing Equipment Details 1. Click the edit icon in the **Equipment** table to open the **Equipment Details** form. 2. Make any desired changes. 3. Use the navigation buttons (e.g., **Next**, **Previous**, **Add**, **Back**) to move through the form. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Editing.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D) ### Removing Equipment 1. Click the delete icon next to the equipment name. 2. Confirm the deletion request when prompted. > [!NOTE] > The system will notify you of a successful deletion, and the equipment will be removed from the table. ![](https://cdn.document360.io/c5e1f7bc-fe3f-41f4-aec9-2503613a7b20/Images/Documentation/Equipment%20Management%20-%20Removing.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A27%3A34Z&se=2026-11-01T13%3A27%3A34Z&sr=c&sp=r&sig=ZNVYxvbKRQCAZ0opUgw9EMDFoo2lN6KcxDzxAgb0VcM%3D)

Frequently Asked Questions

How do I navigate to the page where I can manage my site's equipment?

From Clario’s Global Dashboard:

  1. Press Select Study or Organization.

  2. Choose your study from the drop-down list, or press Show more… to search for it.

  3. Press My Sites. The Equipment table will be shown in the body of the page.

 ![Clario logo](https://clario.com/wp-content/themes/clario-bootstrap/media/logo-white.svg)