Check Out Tool and Equipment

Explanation

Use this activity to check out tools and equipment to a person, such as a technician, operator, or shop floor worker.

When Tool Tracking is set to Track Check Out/In for a tool and equipment group used in Maintenance, Services, or Manufacturing, the system tracks the check-out and check-in of the tools and equipment in that group.

To check out an individual tool or equipment item, use the Tool/Equipment page. From the Tools and Equipment page, you can check out one or multiple tools and equipment items at the same time. In the Check Out assistant, select the person who receives the tool or equipment from the tool crib. If the tool or equipment is required for a shop order operation or an indirect job, you can specify this in relevant selections.

Tools that are added as demand for a shop order operation can be checked out on the Check Out Tool/Equipment for Demands page.

In addition, tools and equipment required for a shop order operation can be checked out from the Tools tab on the Shop Floor Workbench/Dispatch List page or from Operation Guide. Select the relevant tool or equipment and click Check Out. This option is available only when a tool or equipment is assigned and an employee is identified.

Note: If security checkpoint is enabled, sign-off is required when checking out tools and equipment.

Note: If the Only Check Out to Person with Ongoing Clockings settings is enabled for the site, tools can be checked out for a shop order operation when the employee associated with the receiving person has an ongoing clocking for the selected operation

Refer to Check Out Tools and Equipment for more information about checking out tools and equipment for work task resource demands.

Prerequisites

System Effects