Self Check-out Tools and Equipment

Explanation

Use this activity to check out a tool or equipment by a technician using a mobile device. A tool or equipment can be checked out for a single work assignment at a time and must be checked in before being checked out for another assignment.

The tool availability can be checked using the Loan Tool assistant on the Assigned Tools page.

• The technician can see the Tool Available badge if the tool/equipment is available, and it can be checked out by switching on the Check Out toggle.
• The Tool Checked Out badge is displayed once the tool/equipment is checked out.
• If the tool/equipment is unavailable, the Tool Not Available badge and the expected return date are shown.
• Technicians can add a new tool demand from the mobile device, and once the tool is allocated, the technician can self-check out the tool.

Prerequisites

• The Allow Tool/Equipment Self Check Out toggle must be switched-on in the Site page (Menu path: Application Base Setup/Enterprise/Site/Site/Maintenance).
• A Resource Group must be created using the same Site, selecting Tool/Equipment Group as the Resource Type, Use in Maintenance as the Resource Usage, and Track Check Out/In as the Tool Tracking. (Menu path: Application Base Setup/Enterprise/Resource/New Resource Group).
• A new tool/equipment must be created for the new resource group on the Tools/Equipment page (Menu path: Maintenance/Equipment/Tools and Equipment/Tool/Equipment).

 

System Effects

The tool is checked out, and the Tool Checked Out badge is displayed on the Assigned Tools page.