Equipment Issue
Overview
You can utilise the Equipment Issue section to monitor equipment assigned to an employee or a vehicle. Employees can also be linked to vehicles. Smaller equipment such as company mobile phones, laptops, tools, and personal protective equipment (PPE) can be logged under an employee's profile. Additionally, items like fire extinguishers, toolboxes, and first-aid kits can be assigned to vehicles within the system.
Employees, assets/vehicles, and parts must be created before linking them to Equipment Issue records.
Adding an Equipment Issue to an Employee
1. Click on Employees (1), then click on Equipment Issue (2)
Adding Equipment to an Employee - Admin Dashboard
2. Click on Add New (3)
Adding Equipment to an Employee - Equipment Issue
3. Enter the Employee (4), Vehicle (5) and Issue Date (6), then click Save and Close (7)
No further steps are required if you are only linking an Employee and a Vehicle.
Adding Equipment to an Employee - New Equipment Issue
To add Parts or Documents to the Equipment Issue, click
‘Save and Continue’.
Note: Vehicle field is not required. If you wish to
assign Parts only, leave the vehicle field blank and click ‘Save and
Continue’.
4. If you have chosen to add Parts or Documents, click on Add Equipment
Issue Part (8)
Adding Equipment to an Employee - Adding Part
5. Enter the Part number (9) and click Create Equipment Issue Part (10)
Adding Equipment to an Employee - Parts
6. Once you have added all necessary parts to the Equipment Issue you can
click Print (11) to export a PDF copy of the Equipment Issue for the Employee to sign against each item, then click Save
and Close (12)
Adding Equipment to an Employee - Equipment Issue
7. Equipment assigned to an employee is listed in the employee profile on the Equipment (13) tab, as displayed in the table below (14). Equipment Issues can also be added from this
screen by clicking Add Equipment Issue (15)
Adding Equipment to an Employee - Employee Equipment Issues
To edit, click on the relevant Equipment issue. In this window, you can
change the vehicle assigned and add a returned date to an issued part
Adding Equipment Issues from the Vehicles/Assets view
1. To add
or edit a vehicle equipment issue, go to the Vehicles section and click on the vehicle (1) that you wish to add an equipment issue to
Adding Equipment Issues to Vehicles/Assets - Current Assets
2. Click on the Parts (2) tab, then scroll down to the Equipment Issues section to edit. Click on Add Equipment (3). Once completed, click Save and Close (4) to save your changes.
Adding Equipment Issues to Vehicles/Assets - Parts for Equipment Issues
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