Purpose Statement

The Kit List provides a centralized view for managing kits within the Assets module. Kits typically represent deployable groupings of equipment, such as EMS bags, rope kits, or water rescue kits, that can be assigned and used during emergency incidents.

The Kit List enables users to efficiently search, filter, organize, update, and manage kit records while providing visibility into important kit information, including the Electronic Product Code (EPC) used with RFID functionality.

Background Information

Kits are commonly configured as portable collections of equipment that can be deployed independently during incidents.

The Kit List is designed to:

• Provide visibility into kits and their current status
• Display important kit information, including the Electronic Product Code (EPC) for RFID
• Support quick updates and management of kit records
• Enable filtering and searching for faster access to specific kits
• Allow users to organize list columns and sort displayed information
• Provide downloadable list data for ad hoc reporting

Key Notes:

• The Kit List opens to either the view you have pinned or the view you were previously using.
• The Default View is available out of the box.
• Users may also have custom views, views shared with them, and favorite views.
• The standard filters do not include an Archived filter. To view archived kits, create a custom list view configured to display archived kits.
• Additional workflows such as creating custom views, importing kits through CSV, and managing individual kit records are covered in separate articles.

Required Permissions

To fully utilize the Kit List, users may require the following permissions:

• Assets Module Access
• View Kits
• Create Kits
• Edit Kits
• Delete Kits
• Bulk Operations (Delete)
• Import Data for CSV import functionality

Permission configurations may vary based on agency roles and responsibilities.

Video

Step-by-Step Guide

1. Access the Kit List

• Navigate to the Assets Module.
• Select Kit List.
• When the Kit List loads, it displays either:
  • The view you have pinned, or
  • The view you were previously using.

2. Manage List Views

• Select the view dropdown at the top of the Kit List.
• Choose from the views available to you, which may include:
  • Default View
  • Custom views you created
  • Views shared with you
  • Favorite views
• Use the available view controls to:
  • Favorite a view to add it to your Favorites.
  • Pin a view so that it automatically displays whenever you access the Kit List.

• Select the ellipsis (⋯) to access additional view options.
• Depending on permissions, you can:
  • Add View to create a new custom view.
  • Clone View to create a copy using the current filters and columns.
  • Edit or delete applicable custom views.

3. Search the Kit List

• Select the magnifying glass icon.
• Enter a Kit Name or Kit ID.
• Review the matching results.

4. Filter the Kit List

Open the Filters area.

Apply the available filters as needed, such as:

• Kit Group
• Kit Name
• Kit ID
• Status
• Assigned To fields

Select the pin icon to keep the Filters area open in a condensed format. This reduces the amount of screen space used by the filters and makes list actions easier to access.

Select the pin again to unpin the Filters area.

5. Organize and Sort Kit List Columns

The Kit List table can be temporarily adjusted to make information easier to review.

• Drag and drop a column header to temporarily reposition the column.
• Resize a column when additional space is needed to display longer values.
• Select a column header to change its sort order:
  • First selection: Sorts in one direction.
  • Second selection: Reverses the sort order.
  • Third selection: Clears the applied sort.
• Review the columns displayed in the list for information about each kit.

6. Import Kits via CSV

• Click Actions
• Select Import
• Proceed with the Import Wizard

7. Bulk Delete Kits (Optional)

• Select the checkboxes next to the kits you want to delete.
• After one or more kits are selected, the Delete option becomes available.
• Select Delete.
• Confirm the deletion.

8. Create a New Kit

• Select New Kit.
• Enter the applicable kit information.
• Select Save.

9. Manage Existing Kits

• Locate the desired kit in the list.
• Select the ellipsis (⋯) in the kit's actions area.
• Choose the applicable action:
  • Edit – Modify the kit.
  • Delete – Permanently delete the kit.
  • Duplicate – Create a copy of the kit.
  • Archive – Archive the kit.

To keep the available actions visible within the table, select the arrow to expand the actions area instead of accessing them through the ellipsis.

10. Open a Kit Overview

• Locate the desired kit in the list.
• Select the kit's blue hyperlink.
• The selected kit's overview opens, allowing you to access its record directly.

11. Adjust Pagination and Download the Kit List

• Locate the pagination controls at the bottom of the Kit List.
• Select the number of records you want to display at one time.
• Navigate between pages as needed.
• Apply any desired filters or sorting before downloading the list.
• Select the download option.

The downloaded list reflects the information currently displayed in the table, including the applicable sort order. This can be used as a quick ad hoc report, such as identifying and exporting all kits belonging to a particular group.

Best Practices

• Use Search to quickly locate kits by Kit Name or Kit ID.
• Use Filters to narrow the Kit List by available criteria such as group, status, or assignment.
• Pin frequently used views so they automatically display when accessing the Kit List.
• Favorite commonly used views for quicker access.
• Create custom views for recurring workflows, including accessing archived kits.
• Adjust column width, order, and sorting to make relevant kit information easier to review.
• Verify the Electronic Product Code (EPC) when managing kits used with RFID functionality.
• Apply the appropriate filters and sorting before downloading the Kit List for ad hoc reporting.
• Confirm that a kit should be permanently removed before using Delete.

Troubleshooting & FAQs

Q: Why can't I see the Kit List?

Verify that you have access to the Assets Module and the appropriate permission to view kits.

Q: Why doesn't the search find a kit when I enter its status, assignment, or other information?

The search function only searches the Kit Name and Kit ID fields. Use the available filters or a custom view to locate kits using other criteria.

Q: Why can't I find an Archived filter?

Archived kits are not included as a standard Kit List filter. Create a custom list view configured to display archived kits.

Q: Why can't I delete a kit?

Verify that you have the appropriate permission to delete kits. For bulk deletion, you must also select one or more kit records before the Delete option becomes available.

Q: Can I recover a deleted kit?

No. Kit deletion is permanent and cannot be undone.

Q: Can I restore an archived kit?

Archiving a kit is permanent. Archived kits can still be accessed through a custom Kit List view configured to display archived records.

Q: Why don't I see the Import option?

Verify that you have the required permission to import data.

Q: What does the Electronic Product Code field represent?

The Electronic Product Code (EPC) is kit information used with RFID functionality.

Q: How do I open a specific kit from the Kit List?

Select the kit's blue hyperlink to open that kit's overview directly.

Q: Can I use the Kit List as a report?

Yes. Apply the desired filters and sorting, then download the list. The download reflects the information in the table and its current sort order, allowing the Kit List to function as an ad hoc report.