If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules, or it may not be included in your plan.
Can it be issued?
Two separate answers decide whether a tool can go out, and both must be yes:
A tool can be Available by status and Damaged by condition. So the register leads with the
answer — Can be issued — rather than leaving you to combine the two. An instrument whose
calibration has lapsed is also flagged, because its readings no longer count as evidence. Statuses
and conditions are defaults your administrator configures under tool settings.
The register
The header
Search tools searches the register. Issuable now narrows the list to tools that can go out
right now. Views, Filter and Columns work as on any list.
Columns
Bulk actions
Tick tools to select them. The bar at the foot of the screen offers Print labels for the whole selection (see Labels) and Edit in a grid — every editable column, for every ticked tool, in one spreadsheet saved together. Editing in a grid needs permission to run imports, which is what gives it an undo.Adding a tool
New tool on the register, or New → Tool in the header, opens the tool form. Your administrator can change the form in Form Studio.
Identity
Where it lives
Whether it can be issued
Nameplate
Calibration
Cost and availability
Calibration
Calibration is what stops an instrument being usable, and it is worse than being unavailable. An overdue instrument still works and still gives a reading — but the reading is no longer evidence, which puts in question work already signed off on it, not just work still to come. Overdue instruments raise a notification and show as a shortage on the readiness of any job that needs them.Recording a calibration
Press Record in the Calibration column of the register, or Record calibration on the tool’s own screen. The form opens in place, with the tool’s previous calibrations underneath.
Where an instrument is found out of tolerance, its history says so — readings taken with it since
the previous calibration are suspect. The history is always kept, because “when was this last
calibrated?” is an audit question.
Checking tools out and in
Tools go out against work. A job that needs an instrument carries it as a requirement — a specific tool, or any tool of a type — and the tool is reserved, checked out and returned from the Tools panel of the work order, or by the technician in the field app:
Tools can also be booked outside work orders through Bookings, which raises the
booking the same way so the same checks apply. Booking, checking out and returning need Book, check
out and return tools.
Where your organisation uses kits, a tool can also go into a kit. It is checked out to
the kit, so the same rules apply — it must be at the kit’s site and location, out to nobody, in a
condition that allows use and not past calibration — and it travels wherever the kit goes. It comes
back to the tool room when it is taken out of the kit or the kit is dismantled.
Inside a tool
Click a tool to open its screen.
Who can do what
See roles for the defaults.