Managing Equipment in Tandem
Equipment refers to the items your organization is responsible for scheduling. Common examples include microphones, projectors, tables, chairs, sports gear, or any other resources needed for events to run smoothly. Once this list is created, you can track quantities and assign equipment to events, ensuring you never over-commit an item.
Why Adding Equipment is Important
Once equipment is added inside the settings area, it can be selected when creating events on your calendar.
By adding all your equipment in settings:
Tandem will automatically prevent over-committing items.
Your equipment will be protected. No one else can claim it in Tandem.
Any event created by another organization that uses your equipment will automatically trigger a confirmation request, so you’ll always know when your resources are being requested.
You can assign managers to specific equipment categories so staff members can approve and manage the items they already oversee.
How to Start Adding Equipment
First, start by adding your equipment, beginning with the item’s name and quantity. We recommend you list as many as possible, especially when setting up Tandem for the first time.
Adding Equipment
Step 1: From the navigation menu on the left, select My Organization.
Step 2: Find the Equipment section and click on it. You’ll now be in the equipment management tool.
If you’re a single organization, you’ll see one icon with the Add Equipment action.
If you’re a multi-site organization (such as a school district), you’ll see an Add Equipment action next to each site or part of your organization.
Step 3: Click the Add Equipment icon for the relevant part of your organization. Enter the name and quantity, then click the green +Add button.
Step 4: Repeat as needed until all equipment is fully added to your account.
Below is a video walking through these steps.
Importing Equipment
To save time, you can import your equipment list from a CSV file (created in applications like Excel or Numbers).
Step 1: From the navigation menu on the left, select My Organization.
Step 2: Find the Equipment section and click on it. You’ll now be in the equipment management tool.
Single organizations will see one Import action.
Multi-site organizations will see an Import action next to each site or part of the organization.
Step 3: Click the Import icon for the relevant part of your organization and select your CSV file.
Step 4: Click Upload.
Step 5: Review the import list. If it looks correct, confirm. Repeat as needed until all equipment is fully represented in your account.
Below is a video walking through these steps.
(incert video)
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Next Step: Approval Workflows
To set up an approval workflow for new equipment so your team can quickly request and confirm them for every event, click this link and follow the setup steps: Approval Workflow.