You can keep track of any equipment you give to your team. Simply switch this feature on or off to keep your system exactly how you need it.
1) Switch on the equipment screen. Go to Configure > Settings > Features > 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.