Check Out Tools and Equipment

Explanation

Perform this activity to check out tools and equipment for work task resource demands.

Tools and Equipment Check Out page can be used to check out tools and equipment that are required to execute work tasks. Before checking out, tool/equipment demands can be filtered out based on different dimensions. For example, by using the Assignee field and selecting a Person ID of a technician, it is possible to identify the tool/equipment demands needed for him/her to perform the assigned tasks. Once the required tool/equipment demand are selected, click the Check Out option to open the Check Out assistant. From the assistant, select the person ID of the person who is accepting the tools and equipment from the tool crib. If a work assignment is already created for a tool/equipment demand those demands will be immediately checked out and for the tool/equipment demand that doesn't have work assignments, it is possible to create work assignments from the assistant and check them out. Allocated Hours, Allocated Start and Allocated Finish fields in the check out details section can be used to complete the tool/equipment demand lines that doesn't have work assignments. If an allocated tool/equipment is already checked out it is possible to change it to another tool/equipment which matches the demand requirements.

Note: If security checkpoint is enabled, sign off is required when checking out tools and equipment from the Tools and Equipment Check Out page.

Tools and equipment can also be checked out from the work task/work assignments. Check Out option is enabled for tool/equipment assignment lines from the following pages.

From these pages individual or multiple tool/equipment can be checked out to the logged in user.

Prerequisites

System Effects