Tool Management Beginners Guide
Tool Management Details
Each item will list the following details
- Tool Number
- Manufacturer
- Tool Name
- Assigned Employee
Tool Management Actions
Search using the search bar in the top left
Add a new tool using the Add Tool button in the top right
View a tool by selecting the Eye icon on the far right of the tool
Delete a tool by selecting the Trash icon on the far right of the tool
Navigate pages using the Arrows on the bottom of the tool list
Add or Edit Tools
Add Tool
To add a new tool, select the Add Tool button on the overview page
Edit Tool
To edit an existing tool, select the pencil icon in the top right after viewing the Tool details.
Tool Details
For each tool, the following may be listed
- An image may be uploaded using the Upload button in the top left.
- A Tool ID will be automatically assigned
- Tool Name to reference
- Manufacturer
- Part Number
- Total Price for the tool
- Description
- Notes regarding the tool
Select Update or Create to save this information and Cancel to cancel the Tool
Assign Tools
View Assigned Employees
View the details for a Tool at the bottom of the Tool Details page. This will list the Employee assigned to the tool and the dates they had the tool.
Assigned Actions
The current employee assigned to the tool will have two actions listed next to their name; Un-Assign and Request Tool.
Any employees can request this tool from the current assigned user and this will send them a notification to accept or deny the request to transfer the tool. After making the tool request, the Request Tool button will turn into a Cancel button and this request can be canceled.
Manually un-assign a tool from an employee by selecting Un-Assign next to their name.
Request Send
The Request Send area will list who received the request to transfer the tool, the tool information and the requested date. Select Cancel to cancel any current request.
Request Received
Select Request Received to see who requested the tool, the tool information, the date, and the current status. Select Accept to accept this request and Cancel to cancel the request.
