Difference between revisions of "Equipment"

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''Location in standard build:'' '''Bottom of organisation/person Details screen'''
  
If your organisation lends or rents equipment, Charitylog has a useful feature which allows you to assign it to people and track who has which piece of equipment.
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The Equipment feature lets you set up a list of equipment and then use Charitylog to track who currently has which piece of equipment.
  
First, you need to set up the equipment using the '''Administration > Equipment''' menu item. You may not have access to the Administration menu; if not, speak to your in-house administrators.
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Once the equipment is set up on your system, use the "Equipment" link at the bottom of a Client Details screen to access the Equipment History page for that client;
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Clicking on the link at the bottom of an organisation/person's Details screen will take you to a display of any equipment already assigned, if there is any. You can use the "Enter New Item" link to assign an item of equipment to this person.
  
  
[[File:Office_Eq_1.png|border]]
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[[File:Office_Eq_2.png|border]]
  
  
You can use the "Enter New Item" link to assign an item of equipment to this client.
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From the next screen, you can select the piece of equipment to be assigned (this list is set up in the [[Equipment (Drop Down List)|Equipment drop-down list]]
  
  
[[File:Office_Eq_2.png|border]]
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[[File:EDDL_1.png|border]]  
  
  

Revision as of 16:14, 5 November 2014

Helpheader small.png

Location in standard build: Bottom of organisation/person Details screen

The Equipment feature lets you set up a list of equipment and then use Charitylog to track who currently has which piece of equipment.


Clicking on the link at the bottom of an organisation/person's Details screen will take you to a display of any equipment already assigned, if there is any. You can use the "Enter New Item" link to assign an item of equipment to this person.


File:Office Eq 2.png


From the next screen, you can select the piece of equipment to be assigned (this list is set up in the Equipment drop-down list


File:EDDL 1.png


Once the item is assigned, together with the relevant dates, it will be displayed on the Equipment History page. Once returned, you can update the assignment with the return date and any notes if needed.


File:Office Eq 3.png


To see which equipment is allocated, you can use the Equipment Allocations report.


File:RAO 5.png