You can keep track/ store your employees equipment which you issue to them. The equipment screen is what we call a module. A module is a screen that you can switch on and off, therefore making the system as simple or as complex as you like.

1) Switch on the equipment screen. Go to Configure > Settings > Modules > tick 'Use Equipment' and update account.

2) To add a new record in the equipment section, click + to create a new equipment record for the employee

3) Fill out the item, equipment type ( Did you know you can create your own equipment types via the Configure > Settings > Picklists > Equipment Types)

Pop in a date the asset was given, and the return date (optional), add any additional notes and enter a follow up date and click add employee equipment.

You will receive a notification on your dashboard 7 days before the follow up date.

5) Once you have created the record, you will notice 3 icons next to the record.

The bin icon will delete the record and the arrow will take you through to edit the record. If you go into the equipment record and click

you can request the item to be returned. This will send an email to the employee, asking them to return the asset.