Equipment

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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.

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.

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;


File:Office Eq 1.png


You can use the "Enter New Item" link to assign an item of equipment to this client.


File:Office Eq 2.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