Check Out Tools or Equipment

Explanation

Use this activity to check out tools or equipment that are required to execute the task.

Tool Crib Clerk/Supervisor/Manager and Technicians (with proper access) can check out tools from the Tool Requirements page when a tool demand exists for a task.

Tool Crib Clerk/Supervisor/Manager and Technicians (with proper access) can use the Tool Inventory or Tool Inventories pages to check out tools for multiple tasks or general use.

During checkout, the system checks the calibration limits that are configured in Calibration Alerts Settings. Based on these limits, the system displays a warning or blocks the checkout if the tool is close to its calibration due date or past the due date.

If you select a Tool/Equipment Group on Calibration Alerts Settings, the limits apply only to that group. If you leave the field blank, the limits apply to all tool or equipment groups that match the selected Calibration Base and Interval Unit.

Prerequisites

The check out status of the tools and equipment must be Checked In.
If calibration validation is required, you must configure calibration limits in Calibration Alerts Settings.

Procedure

Checking Out Tools From the Tool Requirements Page

Log in to IFS Cloud.
Open the Tool Requirements page.
(Optional) Filter tool requirements. For example, by Assignee.
Select one or more tool requirements.
Select Check Out to open the assistant.
In the assistant:
- Select the technician to whom the tool should be checked out.
- Enter Allocated Hours, Allocated Start and Allocated Finish times.
Select Check Out.

System Effects

Tool/equipment is checked out and Check Out Status and Checked Out To fields are updated on the tool/equipment pages.
Check out history record is created for the checked out tools and equipment in the Tools Check Out History page.
Tool Inventory and Tool Inventories pages are updated.
Calibration limits configured in Calibration Alerts Settings are validated during checkout.
If the tool has sufficient remaining time or usage before its calibration due date, checkout proceeds normally.
If the tool is within the warning threshold defined by Remaining Value for Warning, the system displays a warning and checkout can continue.
If the tool is past its calibration due date or within the error threshold defined by Remaining Value for Error, checkout is blocked until calibration is completed.