Request tools

As you work on a task, you might need to request tools that were not specified as requirements in the task. To request tools for a task that is in work, or soon to be in work, you can add one or more tool requirements to the task. Also, you can select specific tool inventory items and assign them to the tool requirements. You can do these two steps together using the Barcode Add Tool Requirement button.

  • The task is active or in work.

  1. Do one of the following:
    • In the Barcode Search field, scan or enter the barcode of the task, and press Enter.
    • On the Task Search page, enter your search criteria, and click Search.
    • On your to-do list, My Tasks tab, select the check box of the task.
  2. To add a tool requirement to a task or fault using the Barcode Add Tool Requirement button:
    1. Go to the Task Details or Fault Details page, Task Execution tab, Tool Requirements area, and click Barcode Add Tool Requirement.
    2. On the Barcode Add Tool Requirement page, in the Barcode field, scan or enter the barcode of the tool and click Search.
    3. Select the tool.
    4. (Optional) In the Sched. Hours column, enter the number of hours the tool will be used.
    5. Click Assign Selected Tools to Task.
      The barcode inventory is assigned to the newly created tool requirement.
  3. To add a tool requirement to a task or fault using the part group or part number:
    1. Go to the Task Details or Fault Details page, Task Execution tab, Tool Requirements area, and click Add Tool Requirement .
    2. On the Add Tool Requirement page, enter your search criteria and click Search.
    3. From the search results, select one or more tools.
    4. (Optional) In the Sched. Hours column, enter the number of hours the tool will be used.
    5. Click Assign Selected Tools to Task.
      The tool requirement is added.
    6. To assign tool inventory to a tool requirement, on the Task Details or Fault Details page, click the Task Execution tab.
    7. In the Tool Requirements area, select the tool requirement check box, and then click Assign Tool .
    8. On the Inventory Search page, find the tool to assign by doing one or more of the following:
      • Enter the barcode of the tool to assign.

      • Click Search to find all tools for the selected tool part number.

      • Restrict or refine the search criteria, for example, by selecting a location or selecting to include tools that are issued in the search, and then click Search.
        Note: You can assign only tools whose inventory condition is ready for issue (RFI).
    9. In the Inventory Found list, select the tool, and click Assign Inventory.
      The serial number of the tool is shown in the Tool Requirements area of the Task Execution tab.