Help centre / People and records

Set up kinds of kit and kit lists

Name the kinds of equipment you lend, and the kit each job gets, so issuing it takes a tap.

3 min For account owners and HR administrators The kinds of kit you lend (laptops, phones, uniforms, keys) What each job usually gets

Set up once in Settings, Equipment settings.

More detail

Then issuing equipment knows what to ask for.

Add a kind of kit

Step 1: Press Add a kind of kit, and say What is it called? and What sort of thing is it?

Done
Step 2: Tick Every item needs a serial number or It comes back when someone leaves where they apply.

Done
Step 3: If it needs a regular check, say How often, in months?, then press Save.

Done

Step 1: Add a kit list, choosing Which job is it for? and Which place of work?

Done
Step 2: Tick the kinds of kit that job gets, and press Save.

Done

I can't archive a kind of kit

A kit list still asks for it. Take it off the kit list first.

It says to choose at least one thing for the kit list

Tick at least one kind of kit before you save.

Why say it comes back when someone leaves?

Items that must come back show on the leaver's checklist until they're returned.