How do I set up a tools register?
- Press Assets in the side menu, under Directory. On a phone it is in your account menu.
- Press Add an asset. Pick the kind first: tool, plant, vehicle or equipment.
- The usual checks for that kind come ticked, with a cycle you set yourself: test and tag every 3 months for a tool, for example. Change the cycle or the first due day, or untick a check.
- Rego and insurance are due on the date on the paper, so enter that date.
- Say where it is: the yard, a job or one of your people. Press Add it.
- To move it, press More on its row, then Move it.
- When a check is done, press the tick on its row in Due, or More, then Record a check. The next due day moves on by that cycle, counted from the day it was done.
- If it failed, say what happened: tagged out, sent for repair or retired. YourCA puts it back in the yard unless you untick that.
- To take one out of use, press More, then Retire it, with the day and why. It stays on the list with its history.
Worth knowing
A wrong record is never deleted. Record it again with the right day, and the old one shows as put right. The cost of an asset shows only to a role that can see the figures.