Assigning Equipment to Employees

Track equipment assigned to employees in the Employee Profile screen.

The equipment available for issue is defined in Equipment Types ancillary data.
  1. Open the Employee Profile screen and set the Context (F3).
  2. Select an employee.
  3. Select Equipment.
    A list of any equipment issued to the employee appears in the right pane.
  4. Do one of the following:
    • To assign new equipment right-click in the detail view and select Add New Record.
    • To assign equipment based on an existing record, select the record in the list view, click in the detail view, and select Clone Record: Clone Record
  5. Select the Equipment Type.
  6. Enter the date and time the equipment was assigned in Issue Date and Time Issued.
  7. Enter the Amount Issued.
  8. Optional: Enter any Comments and a Description.
  9. Select Save.
When the equipment is returned:
  1. Enter the Return Date.
  2. Enter the Time Returned.
  3. Optional: Enter any Comments.
  4. Select Save.