Purpose Statement
This article explains how to create and manage a storage location in First Due Assets. Storages allow departments to organize and maintain inventory, equipment, and kits assigned to a location to support station supply tracking, inspections, and restocking workflows.
Background Information
Storages represent the physical areas within a location where supplies are stored and managed (for example, “Station 1 Supply Room,” “Warehouse Shelf A,” or “Medical Cache”). Creating storages provides a consistent structure for location-based checks, improves accountability for stock levels, and supports readiness through standardized replenishment.
Once created, storages can be maintained over time by updating:
- Checklist associations
- Inventory quantities and minimum/par levels
- Equipment assignments
- Kit assignments
Required Permissions
To create and manage location storages, users typically need:
Assets access
Location Overview access
Permission to create/edit storages
Permission to view/manage inventory, equipment, and kits
Video
Step-by-Step Guide
1. Navigate to Location Overview in Assets
Click Assets.
Click Location Overview.
2. Select the Appropriate Location
Select the location you want to add storages for.
Click Storages.
3. Create a New Storage
Click New Storage.
4. Enter all Storage Details
Enter a storage name that is clear and follows your department’s operational procedures.
Import or upload a photo of the storage for end-user reference (optional).
Associate the new storage to an existing checklist (optional).
5. Copy From Another Storage (Optional)
Click Storage to copy.
Select the storage you want to copy from.
Storages with current Inventory, Equipment, and Kits assigned will display.
Selecting a storage to copy will bring over Inventory configuration only.
Tip:
Copying a storage helps save time by using an existing setup as a starting point.
6. Associate and Add Inventory Items
Click Inventory to associate inventory items to the storage.
Click Add Inventory.
Search for inventory items by entering keywords in the Inventory Name field.
Packaging will pre-fill based on what's entered into that inventory item's setup.
Fill out all other fields:
Minimum quantity
Par level
Current quantity
Expiration date (if applicable)
Selecting Add will allow for entry of multiple expiration dates and associated quantities
Important Note:
The quantity entered here does not take said quantity for these items from any other locations. You are creating the quantity of this item, in this location, at this time.
7. Scan Inventory (Optional)
Click Scan to import inventory using barcode scanning (requires a SKU in the inventory setup).
8. Associate and Add Equipment Items
Click Equipment.
Click Add Equipment.
Search using equipment IDs or keywords and select the equipment to add.
Select the Ellipsis on the left of the equipment item to rearrange the order of appearance within both the storage menu and a checklist.
Use the Trash icon to delete any equipment item from this storage. This does not delete the equipment item from your agency, only this storage association.
9. Associate and Add Kits
Click Kit.
Click Assign Kit.
Search for and select the kit to associate to the storage.
Use the Ellipsis to rearrange the order of multiple kits.
Select the Trash icon to delete a kit from this storage. This does not delete the kit from the system, only the association in this storage.
10. Create a Kit (Optional)
If the kit does not exist yet, click Create Kit.
Enter the required kit information (you can also create a Kit Group if needed).
11. Associate a Medication Kit (Optional)
If your agency uses the Medications module, you can associate an existing Medication Kit with the compartment.
Click Med Kit.
Search for and select the appropriate Medication Kit.
Click Save.
12. Save the Storage
Click Save to complete the storage configuration.
13. Review the Storage Contents
Select the storage you created to verify you are viewing the correct one.
Review the current contents, including:
Inventory quantities
Equipment assigned
Kits assigned
Last inspection/checklist completed date (if displayed)
14. Rearrange the Order of Storages
Check the box to the left of the storage title.
Select the Lock icon at the top of the Storages group.
Click and drag the appropriate storage to rearrange in the list.
Select the Unlock icon to lock the storage arrangement and prevent end user edits.
15. Edit the Storage and it's Contents
Click the edit pencil to manage storage details and contents.
The Trash icon will delete the pouch.
The Plus icon will expand the pouch to view it's associated contents.
Click Inventory to update quantities or add additional inventory items.
Resolve any quantity errors that appear (if applicable).
Click Equipment to add, remove, or manage assigned equipment items.
Click Kit to add, remove, or manage assigned kits.
16. Add the Storage to Additional Checklists (Optional)
From within the Storage edit menu, select the appropriate checklist under Add to Checklist.
From the Storages screen, check the box to the left of the storage title.
At the top of the group you'll see Add to Checklist now illuminated.
You can add or remove a checklist association to a storage from here.
Find the appropriate checklist to add to remove from that storage in the list.
Best Practices
- Use consistent naming conventions (example: “Station 2 Cache,” “Main Warehouse,” or “Supply Closet A”) so storages are easy for users to identify.
- Add photos for storages that may be difficult to identify or are used by multiple shifts.
- Standardize storages across locations when possible to improve consistency and reduce training time.
- Use inventory minimums and par levels to support restocking workflows and operational readiness.
- Verify current quantities and expiration dates when initially adding inventory to a storage.
- Use the Add option when the same inventory item has multiple expiration dates so quantities can be entered separately.
- Use barcode scanning when available to reduce manual inventory entry.
- Before assigning equipment, review its current location to avoid unintentionally moving or reassigning equipment that is already associated elsewhere.
- Use Kit Groups to organize related kits when your agency maintains multiple kits serving a similar operational purpose.
- After creating a new kit from the storage workflow, remember to associate the newly created kit with the storage.
- Associate storages with the appropriate checklists to ensure they are included in the intended inspection or checking workflow.
- Arrange storages in a logical order that makes them easier for personnel to locate and review, then lock the arrangement when finished.
- Review a storage’s contents after configuration to confirm the correct inventory, equipment, kits, and checklist associations are present.
- Use caution when deleting storages or compartments. Deletion is permanent, and an accidentally deleted configuration may need to be recreated.
- When using Medication Kits, continue managing medication inventory and required counts through the Medications module. The storage association does not transfer medication inventory tracking or counts into Assets.
Troubleshooting & FAQs
I don’t see the option to create a new storage.
Confirm you are in Assets > Location Overview, have selected the appropriate location, and have opened Storages. If the required options are still unavailable, verify that your user role has the necessary permissions.
Why can’t I find an inventory item to add to the storage?
Inventory is selected from inventory items already configured for your organization. Try searching with a partial keyword and confirm that the inventory item has already been created in Assets.
Why are some inventory fields different depending on the item I select?
The fields displayed when adding inventory depend on how that inventory item is configured. For example, an item may be configured with a packaging type and requirements for minimum quantity, par level, current quantity, or expiration date.
Why can’t I save the inventory item?
Check for required fields that have not been completed. For example, if the inventory item is configured to require an expiration date, an expiration date must be entered before the item can be saved.
How do I enter the same inventory item with multiple expiration dates?
Use Add to enter additional quantities of the same inventory item with different expiration dates. This allows you to account for quantities associated with each expiration date.
Why isn’t barcode scanning finding my inventory item?
Confirm that the inventory item has the appropriate SKU/barcode information configured. Also verify that you are using a supported device with camera functionality or an available scanner.
Why does an equipment item show a location when I search for it?
The location displayed with an equipment item indicates where that equipment is currently placed. Review this information before selecting the equipment to ensure you are assigning the intended item.
Why can’t I find a kit to assign to the storage?
Confirm that the kit already exists, and try searching using part of the kit name. If the kit has not yet been created, select Create Kit to create it from the storage workflow.
I created a new kit, but it is not associated with my storage. What do I do?
Creating the kit adds it to the system but does not complete the storage association. After creating it, return to the kit selection, search for the newly created kit, and select it to associate it with the storage.
Why can’t I assign a kit to more than one Kit Group?
The instructional workflow indicates that a kit can only be grouped once. If an existing kit is already assigned to a Kit Group, it must be regrouped if you want it associated with a different group.
Why can’t I find a Medication Kit under Med Kit?
Confirm that your agency uses the Medications module and that the Medication Kit has already been created there. The Med Kit search displays Medication Kits that have been created in the Medications module.
Why aren’t medication quantities, expiration dates, or counts updating through the storage?
Associating a Medication Kit with a storage establishes the location relationship only. Medication inventory, expiration information, and required counts continue to be managed through the Medications module and are not managed through the Assets storage association.
Why isn’t my storage appearing on the expected checklist?
Confirm that the storage has been associated with the appropriate checklist. You can manage the association while editing the storage or by selecting the storage from the Storages screen and using the checklist association options.
I accidentally deleted a storage or compartment. Can I restore it?
The instructional video identifies deletion as permanent. If a storage or compartment is deleted accidentally, the configuration may need to be recreated. Use caution when using the Trash or bulk-delete options.