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  1. Product Guides

Inventory

The inventory module is meant as a place to track training equipment that can then be associated with training records.

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Last updated 1 month ago

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  • Create an inventory item
  • Apply an item to a training record
  • Assign an item to a user
  • Add an item accessory

Create an inventory item

  1. Navigate to the inventory list

  2. Select New Inventory Item

  3. Fill out the add inventory item modal

    1. Item Type - The type of item

    2. Item Status

      1. Active - The inventory is active

      2. Replaced - The item has been replaced by another item. This option will activate the replacement date and the replacement item date.

      3. decommissioned - This item has been decommissioned. This option will activate the decommissioned date and decommissioned by field

    3. Location Assigned - The location the item can be found

    4. Tracking number - Any number used to track the item

    5. Decommissioned Date - The date the item was decommissioned

    6. Decommissioned By - The user who decommissioned the item

    7. Replaced Date - The date the item was replaced

    8. Replacement Item - The item that replaced this item

    9. Serviceable - Denotes whether the item requires regular servicing. Checking this box unlocks the service schedule days

    10. Service schedule days - How many days between servicing the item

    11. Serial Number/Make/Model/Caliber - More meta data to describe the item

    12. Notes - A simple note field for additional information

  4. Select Save to create the item

Apply an item to a training record

  1. Open the training class list -> select a training class to see its details

  2. Select Edit on a training record

  3. Select the Associate Inventory Items dropdown

  4. Select the item you want to associate with a training record

  5. You can now remove the item or save the training record

Assign an item to a user

  1. Open the inventory list

  2. Open an inventory items details

  3. Select the New Assignment button on the top right of the screen

  4. Select the user to assign the item

  5. Set a start date for the inventory item assignment

    1. The end date of the assignment will populate when the unassign checkbox is selected. This will end the assignment of that item to that user

Add an item accessory

An item can be associated to another as an accessory. For example, a scope would be an accessory to a firearm.

  1. Open the inventory list

  2. Open an inventory item details

  3. Scroll to the Manage Accessories card and use the dropdown to select another item as an accessory