Help

Starting

It is easy to get started using ToolWorks.

1. Add Tools: Import or create tools that you want to track. (Tools > Bulk Upload or Create Tool)

   💡 Tip: Import process will automatically create location and category in one go and is ideal when you are starting and need to add thousands of tools. It will also automatically group tools by name

   Optional Pre-Steps:

   • Locations: If you want to model real world and have hierarchy of locations, bulk import or create locations first. (Locations > Bulk Upload or Create Location)

     Note: If you just have simple list of locations, you can skip this step and let Tool import create locations automatically for you.

   • Category & Sub Category: If you will like to organize your tools using pre-defined categories and sub categories, create them manually or using Bulk Upload. (Category > Bulk Upload or Create Category)

2. Add Users: Import or create users. (Users > Bulk Upload or Create User)

3. Assign Responsibility: Optionally record existing Tool Owners by uploading them from Dispatch > Bulk Upload > Tool Owners.

You are now ready to use the system.