Inventory Check

Check Prerequisites

The Inventory check pages allow you to conduct apparatus and warehouse checks.

• Ensure appropriate permissions.

• Use a tablet with a stable internet connection.

• Clear browser cache if experiencing slowness.

Combining with Maintenance Checks
Save time by enabling Include Maintenance Check at the top of the page to complete maintenance and inventory checks simultaneously.

For details about maintenance checks, see Maintenance Check.

Performing Inventory Checks

This section describes how to prepare and conduct inventory checks.

Accessing and Verifying Check Details

1. From the Inventory list, locate your desired apparatus or warehouse.

   

2. Expand the row and select the check type (daily, weekly, monthly).

   

   Note: Alternatively, you can select the check type from the Check Summary section within the check page.

   

3. Review the apparatus/warehouse details section and add any necessary notes.

   

4. Verify the apparatus/warehouse station designation.

Conducting the Check

1. Navigate through locations using the location tabs.

   

2. For each item, verify and update quantities:

   • Quantities meeting/exceeding minimum requirements appear in black.

   • Quantities below minimum requirements appear in red.

   • Missing items from previous checks show an exclamation mark to the left of the item.

     

3. Record item conditions and updates:

   1. Use the pencil icon to add remarks. Select from preset remarks (if configured) or enter custom notes.

      

   2. Click the Work Order icon to open work order issues according to findings.

      

   3. Click the three-dots menu to the right of the item, and use the Update Item in Location pop-up to modify expiration dates.

      

   4. Use the three-dots menu to add attachments as needed.

      

Submitting the Check

1. Review all entries and notes.

2. Configure email notifications:

   • Enable Send Email Upon Submitting.

   • Add recipient email addresses or select mailing lists.

     

     Note: To view the report before emailing it, click Preview at the bottom of the section.

3. Click Submit <Check Type> Inventory (button name changes based on check type).

   

   Note: To send the report without submitting it, click Email.

Important Notes

• The system automatically tracks check dates and next due dates.

• Previous check history is available in the check summary section.

• Mileage and hours recorded in inventory sync with maintenance records.

• Photos and attachments can be added at both check and item levels.

• Internet speed may affect responsiveness when updating quantities on tablets.

Best Practices

• Complete all required fields before submission.

• Document any discrepancies in the notes section.

• Take photos of significant issues.

• Update expiration dates during regular checks.

• Use the filtering options to focus on problem areas.

• Review completed checks to ensure accuracy.