Difference between revisions of "Equipment"

From Charitylog Manual
Jump to: navigation, search
 
(6 intermediate revisions by 2 users not shown)
Line 1: Line 1:
{{template:admincomingsoon}}
+
[[File:helpheader_small.png|right]]
''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.
+
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.
  
----
+
[[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.
+
On the following screen complete the following:
  
 +
[[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]]
+
* '''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.
  
 
+
----
From the next screen, you can select the piece of equipment to be assigned (this list is set up in the [[Equipment Descriptions]] page).
+
[[File:helpheader_small.png|right]]
 
 
 
 
[[File:Equipment_1.png|border]]
 
 
 
 
 
Click on the "yellow people" button to access the equipment lookup list.
 
 
 
 
 
[[File:Equipment_2.png|border]]
 
 
 
 
 
From the lookup list, tick the box of the piece of equipment you want to assign.
 
 
 
 
 
[[File:Equipment_3.png|border]]
 
 
 
 
 
The lookup list will close automatically and the "Equipment Item" box will be filled out. You can now add any other information you need to. Click "Save Details" once complete.
 
 
 
 
 
[[File:Equipment_4.png|border]]
 
 
 
 
 
Once the item is assigned, it will be displayed on the Equipment page. When the equipment is returned, you can update the assignment by clicking on the name of the piece of equipment, then adding the return date and any notes if needed.
 
 
 
 
 
[[File:Equipment_5.png|border]]
 
 
 
 
 
[[File:Equipment_6.png|border]]
 
 
 
 
 
==Reporting outputs==
 
 
 
Information entered here feeds into the [[Equipment Report]].
 

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