Purpose
The purpose of this article is to guide users on how to add equipment issues to employees and vehicles. You can log which vehicle or asset has been assigned to an employee as well as smaller equipment e.g. company mobile phones, laptops, tools, PPE. An Equipment Issue can also be added to the vehicle itself, e.g. fire extinguisher, toolbox, first-aid kit.
Add or Edit an Equipment Issue to an Employee
Click the ‘Employees’ (1) dropdown and click the ‘Equipment Issue’ (2) option:
Click the ‘New Equip Issue’ (1) button:
Enter the ‘Employee’ (1), ‘Vehicle’ (2) and ‘Issue Date’ (3 – required):
If you wish to add Parts or Documents to the Equipment Issue, click ‘Save and Continue’. Otherwise, you have added your Equipment Issue successfully.
If you have opted to add Parts or Documents, click on ‘Add Equipment Issue Part’ (1), enter the Part number (2) and click ‘Create Equipment issue part’ (3):
Once you have added all necessary parts to the Equipment Issue you can click ‘Print’ (1) to export a PDF copy of the Equipment Issue that gives the option for the Employee to sign against each item, then click ‘Save and close’:
PDF Export:
You can view all Equipment Issues assigned to an Employee on the Employee edit screen (1), Equipment Issues can also be added from this screen (2):
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.
Add or Edit an Equipment Issue to a Vehicle/Asset
An Equipment Issue for a vehicle can be added and edited in the same way as for an Employee. The only difference is where it is located. To add or edit a vehicle equipment issue, go to the Vehicles section and click on the vehicle that you wish to add an equipment issue to.
Next, go to the Parts tab, scroll down to the Equipment Issues section and click on the Equipment Issue you wish to edit or the + Add Equipment button to add a new Equipment Issue. Click Save and close to save your changes.
