Difference between revisions of "Equipment"

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''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.
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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 Users, 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.
  
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[[File:Office_Eq_2.jpg|800px|alt="an equipment loan of a lawnmower from a client record in charitylog"|border]]
  
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.
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On the following screen complete the following:
  
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[[File:Equipment_1.jpg|700px|alt="data entry screen for equipment. Field for equipment item, serial number, date loaned, date returned."|border]]
  
[[File:Office_Eq_2.png|border]]
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* '''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.
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* '''Serial No.''' - This will populate the serial number of the chosen item.
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* '''Date Issued''' - The issue date of the loan.
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* '''Planned Date Of Return''' - If known enter the planned return date.
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* '''Date Returned''' - When returned enter the date of return.
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* '''Notes''' - Enter any required notes about the loan.  Can be used to say the condition of the item.
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Click 'Save Details' to update the allocation.
  
 
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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]]
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[[File:EDDL_1.png|border]]
 
 
 
 
 
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|border]]
 
 
 
 
 
To see which equipment is allocated, you can use the [[Reporting and Outcomes#Equipment Allocations|Equipment Allocations report]].
 
 
 
 
 
[[File:RAO_5.png|border]]
 

Latest revision as of 16:57, 5 February 2024

Helpheader small.png

The equipment screen allows you to record items that have been leant to a person. The allocations can be for Service Users, 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.

"an equipment loan of a lawnmower from a client record in charitylog"

On the following screen complete the following:

"data entry screen for equipment. Field for equipment item, serial number, date loaned, date returned."

  • 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.
  • Serial No. - This will populate the serial number of the chosen item.
  • Date Issued - The issue date of the loan.
  • 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.


Helpheader small.png