Overview

Equipment types allow you to specify the types of equipment you may issue to staff that you want to keep a record of. These may include items such as uniforms, office equipment such as laptops or items such as security passes.

This article will cover:

• Defining your own equipment types.
• Recording equipment issued to staff members.

User permissions

All users with access to the system will be able to view equipment issued to staff, however, only users added to the COP_People AAD group will be able to add or edit the equipment types.

Creating an equipment type

1. Navigate to People → Configuration → Equipment Types.

2. Click on the ➕ icon in the top right corner of the page to be taken to the Create an Equipment Type page**.**

3. Enter the description for the new equipment type and click Submit.

   ❕Note: The description must be unique.

Editing an equipment type

1. Navigate to People → Configuration → Equipment Types.

2. Find the equipment type you which to edit from the list, or use the search tool 🔍 to narrow the results.

3. Click the Description to be taken to the Manage Equipment Type page.

4. Click on the edit icon ✏ and update the description as needed.

   ❕Note: If changing the description, the new description must be unique.

5. To save the changes, click Submit.

Issuing equipment to staff

1. On a staff member’s page, click on the Equipment tab.

2. Click + Add Equipment.

3. Enter the details for the equipment issued to the staff member including the equipment type, quantity and the date the equipment was issued.

   ❕Note: Fields marked with an * are mandatory fields.

   💡 Recommendation: The description can be used to store the type of uniform such as a driver uniform vs a mechanic uniform. For office equipment, you can store a make or model or even a serial number in the description field.

4. To save the new equipment, click Ok.

Editing equipment

1. On the Equipment tab for a staff member, click the edit icon ✏ next to the equipment you want to edit.
2. Edit the relevant equipment details and then click Ok.

Deleting equipment

1. On the Equipment tab for a staff member, click the delete icon 🗑️ next to the equipment you want to delete.
2. You will be prompted to confirm that you want to proceed with deleting the equipment - if so, click Ok.

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