Difference between revisions of "Equipment"
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| − | The equipment screen allows you to record items that have been leant to a person. The allocations can be for Service User, Staff, Volunteers or even organisations. See [[Equipment Descriptions]] to add equipment items for loan. To edit an existing loaned item simply click on it's name or click the 'Create New Item' to add a new loan. | + | The equipment screen allows you to record items that have been leant to a person. The allocations can be for Service User, Staff, Volunteers or even organisations. See [[Equipment Descriptions]] to add equipment items for loan. To edit an existing loaned item (to add the return date) simply click on it's name or click the 'Create New Item' to add a new loan. |
[[File:Office_Eq_2.png|border]] | [[File:Office_Eq_2.png|border]] | ||
| − | + | On the following screen complete the following: | |
[[File:Equipment_1.png|border]] | [[File:Equipment_1.png|border]] | ||
| + | * '''Equipment Item''' - Use the icon of 3 yellow figures to select the item you wish to loan. Simply tick the item on the selection list to add it. | ||
| + | * '''Date Issued''' - The issue date of the loan. | ||
| + | * '''Serial No.''' - This will populate the serial number of the chosen item. | ||
| + | * '''Planned Date Of Return''' - If known enter the planned return date. | ||
| + | * '''Date Returned''' - When returned enter the date of return. | ||
| + | * '''Notes''' - Enter any required notes about the loan. Can be used to say the condition of the item. | ||
| + | Click 'Save Details' to update the allocation. | ||
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Revision as of 12:59, 2 July 2018
The equipment screen allows you to record items that have been leant to a person. The allocations can be for Service User, Staff, Volunteers or even organisations. See Equipment Descriptions to add equipment items for loan. To edit an existing loaned item (to add the return date) simply click on it's name or click the 'Create New Item' to add a new loan.
On the following screen complete the following:
- Equipment Item - Use the icon of 3 yellow figures to select the item you wish to loan. Simply tick the item on the selection list to add it.
- Date Issued - The issue date of the loan.
- Serial No. - This will populate the serial number of the chosen item.
- Planned Date Of Return - If known enter the planned return date.
- Date Returned - When returned enter the date of return.
- Notes - Enter any required notes about the loan. Can be used to say the condition of the item.
Click 'Save Details' to update the allocation.
