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Best way to assign equipment or tools to employees


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I’m trying to figure out the best option for assigning company owned equipment (tools) to employees.  I’m not trying to job cost them in projects nor assign to specific service orders.  Similiar to assigning a Fixed Asset to a custodian except we don’t have the Fixed Asset module.

 

Any ideas are greatly appreciated.  We have Service Management and Equipment is available but I don’t see how to assign (check out / check in) to specific employees.

 

 

Best answer by Kandy Beatty

HI @WoodyGilbert 

Without doing a customization, have you thought about using attributes on the equipment? Give all the equipment types an attribute of employee and make it required. 

 

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Kandy Beatty
Captain II
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HI @WoodyGilbert 

Without doing a customization, have you thought about using attributes on the equipment? Give all the equipment types an attribute of employee and make it required. 

 


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@Kandy Beatty - yeah, I thought about that as a work around and I appreciate your input.  That may be where I end up (as to avoid a customization).  


Laura02
Captain II
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  • Captain II
  • December 13, 2023

Hello,

I have seen the Location and Custodian elements of Fixed Assets module used to track tools & equipment. Fixed Assets may be used to track assets that do not require depreciation, in addition to depreciable assets.

Laura


Kandy Beatty
Captain II
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HI @Laura02 

I think the OP stated that they do not have the Fixed Assets module. I thought of this as well. 


Kandy Beatty
Captain II
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WoodyGilbert wrote:

@Kandy Beatty - yeah, I thought about that as a work around and I appreciate your input.  That may be where I end up (as to avoid a customization).  

You can require the employee, however I think one limitation to think about is if it would carry over to Service Order, but you could do just the same on the Service Orders and make the employee and tool required. 


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