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Best way to assign equipment or tools to employees

  • 13 December 2023
  • 5 replies
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W
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Userlevel 2

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.

 

 

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Best answer by Kandy Beatty 13 December 2023, 15:05

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Kandy Beatty
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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. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
W
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Userlevel 2

@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
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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

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Kandy Beatty
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Userlevel 7
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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 ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
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Userlevel 7
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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).  

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. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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