Purpose Statement
The Kit Overview screen provides a centralized view of all kits within your agency. It allows users to quickly locate a specific kit, review its status, start required checklists, access work orders, and view detailed information about the kit’s contents and activity history.
Using the Kit Overview helps agencies maintain equipment readiness, track kit activity, and ensure required inspections and inventory management tasks are completed on time.
Background Information
Kits are commonly used to organize equipment and supplies that travel together, such as EMS bags, medical kits, or specialized response equipment. The Kit Overview allows users to monitor all kits in one place and quickly access individual kit records.
From the overview screen, users can:
Search for and locate specific kits
View service status (In Service or Out of Service)
Identify upcoming or overdue checklists
Access kit work orders
Navigate to a kit’s detailed record
Within each individual kit record, users can manage inspections, inventory usage, restocking, pouches, work orders, and review the kit activity log.
Required Permissions
Required permissions may vary depending on the actions a user needs to perform.
Common permissions include:
Assets – View Kits (required to access the Kit Overview screen)
Assets – Manage Kits (required to update kit records)
Assets – Manage Checklists (required to start and complete kit checklists)
Assets – Manage Inventory (required to record usage or restock items)
Assets – Manage Work Orders (required to create or manage kit work orders)
Assets – Add Log Entries (required to add logbook entries)
Some fields, such as Assigned To, Log Entries, and Kit Updates, may be view-only depending on the user’s permissions.
Video
Step-by-Step Guide
Access the Kit Overview
Click the First Due logo in the upper-left corner.
Select Assets from the main navigation menu.
Click Kit Overview.
You will be directed to the Kit Overview screen displaying all kits within your agency.
Locate a Specific Kit
Review the list of kits displayed on the screen.
Use the Search bar in the upper-right corner to search for a kit by keyword.
If necessary, adjust the pagination settings at the bottom of the screen to control how many kits are displayed per page.
Review the Kit Overview
Review the columns displayed for each kit.
Confirm the following information:
Kit
Kit ID
Status
Checks Due - can be started by clicking the hyperlink
Work Orders - can be viewed by clicking any associated number in the column
If multiple pages of kits are available, use the pagination controls at the bottom of the page to move through the list or change how many items are displayed.
This view allows users to quickly scan the status of all kits without opening each kit individually.
Review Kit Information
Within the kit record, you can view key details including:
Kit photo, Kit name and ID
Last checklist completed date
Assigned location (user, compartment, or storage location)
View or update the kit record
Click the status to toggle between In Service and Out of Service.
If permissions allow, you may also update certain kit information or assignment details.
Start a Kit Checklist
Navigate to the Checklist section of the kit record.
Locate the checklist that needs to be completed.
Click Start Check.
Checklist indicators include:
Yellow – Due today
Red – Overdue
Blue – Upcoming
You can also review Checklist History or resume Incomplete Checklists from this section.
Manage Inventory Usage and Restocking
Select the Inventory Usage & Restock section.
Choose the appropriate action:
Submit Usage for items removed from the kit
Submit Restock to replenish supplies or Add to List for future restocks
Submit Requests if additional inventory is needed
This ensures inventory levels remain accurate and properly tracked.
Manage Work Orders
Open the Work Orders section within the kit record.
Choose one of the following options:
Create a new work order
View open work orders
Review work order history
Work orders help track maintenance or issues related to the kit.
View Kit Pouches and Contents
Navigate to the Pouches section.
View pouches organized by label.
Click a pouch to view:
Associated equipment and inventory
Inventory minimum levels
This helps maintain consistent organization and inspection workflows.
Review the Kit Log Book
Select the Log Book section.
Review the activity history for the kit.
The logbook records all interactions with the kit, providing a full activity audit trail.
Users with appropriate permissions may add new log entries from the kit overview.
Best Practices
Use the search function when managing agencies with a large number of kits.
Monitor checklist color indicators to ensure inspections are completed on time.
Keep kit assignments updated so equipment can be quickly located.
Record inventory usage immediately after removing supplies to maintain accurate counts.
Review the logbook regularly to track kit activity and usage history.
Troubleshooting & FAQs
Why can’t I update the kit assignment or service status?
Your user role may only have view access. Contact your system administrator to verify your permissions.
Why can’t I add a logbook entry?
Adding log entries requires specific permissions. If you only see the logbook but cannot add entries, your access may be view-only.
Why don’t I see a checklist for a kit?
Checklists must be configured for the kit type. If none are assigned, no checklist will appear.
Why do I see color indicators on checklists?
Checklist colors help quickly identify inspection timelines:
Yellow: Due today
Red: Overdue
Blue: Upcoming