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Tool Kit Management

Tool Kits are special type of tools that contain or group other tools, acting as tool boxes designed for specific purposes. Kits can be used to track large Knaack boxes, wilding kits, scaffolding, rigging box, concrete box, safety box, etc.

Tools, Equipments, Bulk(Quantity items) and Consumables (materials) can be added to Kits. However, a kit cannot contain another kit. Kits can be transferred from one site to another site and can be also be checked out to a user.

How to Create a Kit

Adding Kit Tool is similar to adding any other tool, you can use Snap To Add (using AI) or manually add tool details. To indicate that tool is a Kit, Check the Is Kit checkbox. This marks the tool as a Kit and enables you to add tools to it.

How to define what tools are part of a Kit

You can use a bundle/picklist to define what tools are part of a kit. This helps you ensure that kit is complete as per defined picklist. It also helps to identify missing tools when kit is returned from checkout. To add bundle/picklist to a kit, navigate to Kit Part details page (folder), select Kit Definition to select a bundle. Once bundle is added to kit, you can easily identify missing tools when kit is returned from checkout. On the Kit details page, select Kit Tools tab, you will see a warning icon next to missing tools that are part of the bundle/picklist definition.

How to Add Tools to a Kit

1. Navigate to the Tools tab. [shift-t]
2. Find the Kit (tool) and click to view details. On the details page, select Kit Tools tab.
3. Click Add Tools to add tools to the kit. This will show the familiar tools browser. Click Add to immediately add the tool to the kit. When adding Bulk and Consumables, you will be shown quantity field as well.

How to Remove Tools from a Kit

1. Navigate to the Tools tab. [shift-t]
2. Find the Kit (tool) and view details. On the details page, select Kit Tools tab.
3. Locate the tool you want to remove from the kit. Click icon to remove the tool from kit.

How to Transfer Kit

Kits are just a tool, like any other tool, you can transfer using regular Tool transfer to another location.

How to Checkout Kit

Kits are normal tools and can be checked out to user using Tools tabs, just add a Kit to cart, and Assign to user.

When kit is checked out, all tools that are part of the kit are also checked out and associated with the user. When kit is returned, all tools that are part of the kit are also returned.

FAQ

1. What happens when you delete a Kit

   When you delete a Kit, the kit is broken up and all tools that are part of the Kit (are transferred and) show up under the tool store that Kit belongs to.

2. What happens when you change Tool Name

   When you change tools name (group/folder) from a Kit tool to a normal tool, kit is broken up and all tools that are part of the Kit (are transferred and) show up under the tool store that Kit belongs to.

3. Temporary Kits

   You can easily create a temporary kit by grouping related tools together as part of the Checkout Order. To create a temporary kit

   • Navigate to the Tools tab.
   • Add tools that make up the kit to cart
   • Click Assign.

   Instead of filling in CheckOut To user, just click Save. This will create a Pending Checkout tool order and make tools unavailable for others. Later you can bring up the Temporary Kit or checkout order using the Checkout tab and assign it to user.