Summary
In short
- A tool and equipment register is a register used in General that holds portable tools, gauges, lifting accessories and small equipment that sit below asset level but still need control. It is built against ISO 45001 cl.7.1 and forms part of the Planned Maintenance programme.
- Updated on purchase, issue and disposal. Maintained by maintenance stores.
- The template holds 32 fields across 4 sections, with items repeating for each entry.
- Scoring is records complete, where high is good.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: feeds Tool accountability, Inspection schedules.
What it is
What it is
What is a tool and equipment register?
A tool and equipment register is a register used in General that holds portable tools, gauges, lifting accessories and small equipment that sit below asset level but still need control. It is built against ISO 45001 cl.7.1 and forms part of the Planned Maintenance programme.
When is a tool and equipment register completed?
A tool and equipment register is completed once at set up, then whenever an entry is added, changed or retired. Updated on purchase, issue and disposal.
When to use it
When to use it, and when not to
This register is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this register covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form TOOL-2026-000
- You are running the Planned Maintenance programme and this is one of its steps
- A linked record needs this one to exist: feeds tool accountability, inspection schedules
Not for
- Site and Location Register, which holds every site, building, area and zone your organisation operates.
- Asset Register, which holds every piece of equipment, machine, vehicle and tool you track.
- Worker Profile, which holds a record for each worker, including role, department, site and start date.
- Anything outside General, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the tool and equipment register template based on?+
It is built against ISO 45001 cl.7.1. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the tool and equipment register contain?+
There are 4 sections: header, items, related records, register health. Together they hold 32 fields, 22 of which are required.
How often is a tool and equipment register raised?+
A new record is raised once at set up, then whenever an entry is added, changed or retired. Each one is given an ID in the form TOOL-2026-000, so it can be traced and referenced from other records.
Which programme does the tool and equipment register belong to?+
It is part of Planned Maintenance, Master Data and Foundations, Asset and Equipment Control. Planned work completed on time, with backlog age visible rather than aggregated away.
How is a tool and equipment register scored?+
Scoring is records complete. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the tool and equipment register template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the tool and equipment register library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in General — control tower. The orchestration layer. Registries and engines every other workspace reads from.
Meet General→Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization