Purpose Statement

The Kit List provides a centralized view for managing all kits within the Assets module. Kits typically represent deployable groupings of equipment (e.g., EMS bags, rope kits, water rescue kits) that can be quickly assigned and used during emergency incidents. This feature enables users to efficiently search, filter, update, and manage kit records to maintain operational readiness and accountability.

Background Information

Kits are commonly configured as portable collections of equipment that function similarly to a duffel bag—allowing responders to grab and deploy them independently during incidents.

The Kit List is designed to:

• Provide visibility into all kits and their current status
• Support quick updates and management of kit records
• Enable filtering and searching for fast access in high-tempo environments

Key Notes:

• Kits are typically discarded when no longer usable; archiving is no longer supported
• Permissions for accessing, updating status, and managing kits are separate and must be configured accordingly
• Additional workflows such as custom views and importing kits via CSV 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 by agency role (e.g., admin vs. field user).

Video

Step-by-Step Guide

1. Access the Kit List

• Navigate to Assets Module
• Select Kit List

2. Manage List Views

• Click the view dropdown
• Select from available views
  • Default View shows all kits and columns
• Use icons to:
  • Pin – Set as default view
  • Star – Mark as favorite

• Click the ellipsis (⋯) within a view to:
  • Add View
  • Clone View
  • Edit/Delete (custom views only)

3. Search the Kit List

• Click the magnifying glass icon
• Enter keywords (e.g., kit name, ID, assigned location)
• Review results in real time

4. Sort the Kit List

• Click on any column header
• Toggle between ascending and descending order

5. Filter the Kit List

• Click the Filters bar
• Apply filters such as:
  • Kit Group
  • Kit Name
  • Kit ID
  • Status
  • Assigned to User
  • Assigned to Compartment
  • Assigned to Storage
• Select the pin icon to keep filters open and shrink columns for easier access to action buttons

6. Import Kits via CSV

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

7. Bulk Delete Kits (Optional)

• Select checkboxes next to desired kits
• Click Delete
• Confirm deletion

8. Adjust Pagination & Export Kit List

• Locate the pagination controls at the bottom of the Kit List
• Select the desired number of records to display per page
• Navigate between pages as needed
• Click the download/export option (CSV)
• Save the file locally for reporting or backup purposes

9. Create a New Kit

• Click New Kit
• Enter required kit details
• Select Save

10. Use Kit List Actions

• Locate a kit in the list
• Click the ellipsis (⋯) or action menu
• Select an action:
  • Edit – Modify kit details
  • Delete – Permanently remove the kit
  • Duplicate – Create a copy of the kit

Best Practices

• Use filters and search together to quickly locate specific kits
• Pin the Filters bar for improved visibility of action buttons
• Create custom views for frequently used filter combinations
• Regularly review and delete outdated or unusable kits
• Use duplicate to quickly create standardized kits

Avoid:

• Deleting kits without confirming they are no longer needed
• Overloading the default view with unnecessary columns

Troubleshooting & FAQs

Q: Why can’t I see the Kit List?
A: Verify that you have access to the Assets Module and View Kits permission.

Q: Why can’t I delete a kit?
A: Ensure you have Delete Kit permissions enabled.

Q: Can I recover a deleted kit?
A: No. Deletion is permanent and cannot be undone.

Q: Why aren’t my filters saving?
A: Use the pin icon to persist filters or create a custom view.

Q: Why don’t I see the Import option?
A: Confirm that you have Import Data permissions.