Setting up a new company

LockLedger's data has a real hierarchy underneath it, not just a suggested order. A few things are hard dependencies — you'll hit a wall trying to skip ahead — and getting the sequence right the first time saves you from backtracking.

The order

1. 1

   1. Site

   Nothing else can exist until you have at least one. Right after signup, LockLedger walks the founding Admin straight into adding one — that screen says it outright: equipment, locations, parts, and tickets all live under a site, so none of them can be created until there's one to hold them. Add more sites later from Sites (Admin-only; even a Manager has no write access here).

2. 2

   2. Locations

   A zone within a site — a building, a fill line, a warehouse. Create these next: equipment requires a location the moment you create it, so at least one has to exist first.

3. 3

   3. Equipment

   A machine at a specific site and location. This is the one everything downstream keys off of — tasks and PM schedules both need at least one piece of equipment to attach to; New Task on the Tasks screen stays disabled until one exists.

4. 4

   4. Users

   Not a hard dependency on the above — invite people, or approve their join requests, whenever it's convenient. The one thing that does depend on Sites existing first: a Manager or Tech has to be assigned to a site to see anything scoped to it, so add your sites before you assign staff to them.

5. 5

   5. Parts

   Belong to a site (required), optionally scoped to specific equipment. Not required before Tasks — a task's required parts can be added any time after the task exists — but it's less back-and-forth to have your parts catalog in place before you start building task templates that need to reference it.

6. 6

   6. Tasks and PM schedules

   The last step: task templates (what work is done, what parts it needs) get linked to one or more machines, and any machine on a PM task carries its own recurring schedule — interval, due date, history. Full walkthrough in Creating tasks and PM schedules.

Adding a second site later

The same order applies to any additional site you add down the road — a new location, then equipment, then whatever parts and tasks that site needs. Existing users aren't automatically assigned to a new site; go to Users and add the site to whoever needs to work there.