Checking a Tool In or Out

Learn best practices for checking tools in and out to maximize efficiency and safety in your workplace.

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Checking out a Tool marks that Tool as "Checked Out", preventing it from being used by other Users.

Checking the Tool "In" marks it as "Checked" In and allows other Users to use it.

In order to check out a Tool, use the following steps:

Select Inventory.
Select Tools.
From the Actions menu of the tool, use the "Check In" or "Check Out" action from a Tool record.
To check out - choose "Check Out."
Choose the "Charge to Type" (Cost Center, Equipment, Location, Repairable Spares, Systems, User, Work Order).
ID - once the charge to type is chosen choose the ID of the Asset being used.
Issue Date - the date they are taking the tool.
Expected Return Date - date the tool should be returned.
Click Ok when done.
To Return - choose Return from the action menu.
Return Date - date the tool is being returned.
Warehouse ID - Warehouse name where the tool is being stored.
Stock Location - Location in the warehouse where the tool is being stored.

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