Purpose Statement

This article explains how to manage kit records in First Due, including adding new kits, editing existing kits, duplicating kits, assigning kits, and permanently deleting kits.

Kits represent portable, deployable collections of equipment and inventory (e.g., EMS medical bags, rope kits, tool bags) that can be independently used during emergency response. Proper kit management ensures accurate tracking, organization, and operational readiness.

Background Information

Kits are commonly used to group related inventory and equipment into a single deployable unit, such as a duffel bag or carryable container used on an incident.

Kits can be assigned to:

• Individual users
• Apparatus compartments
• Storage locations

Kit groups are typically created and managed in Assets > Setup, but users can also create new kit groups during both the Add and Edit Kit workflows. This provides flexibility when organizing kits without leaving the current workflow.

Important system behaviors to understand:

• Deleting a kit is permanent and removes all associated historical records.
• The archive function no longer exists for kits.
• When a kit is deleted:
  • Any inventory within the kit is also deleted
  • Any equipment is unassigned but remains in the system
• Kits that are damaged or no longer usable are typically discarded and replaced
• Editing a kit does NOT allow management of pouches or contents
  • Kit contents must be managed within the Kit Overview (Kit Checks)

Additionally, full kit management requires multiple permissions beyond just create/update/delete.

Required Permissions

To fully manage kit records, users must have:

• Managing Kits
• Kits - Create
• Kits - Update
• Kits - Delete

Additional related permissions may include:

• Access Kit List
• Update Kit Status

Video

Step-by-Step Guide

Add a New Kit

• Navigate to Assets > Kit List
• Click New Kit
  1. Enter the Kit Name
  2. Select a Kit Group
     • Click the + icon to create a new kit group if needed
  3. Enter a unique Kit ID (5 characters max - alpha or numeric)
  4. Assign the kit using:
     • Location or Assigned To (User)
  5. Set the Service Status (In Service / Out of Service)
  6. (Optional) Upload an image using Choose File
  7. Click Create

Create new Kit Group

Assigning a Kit to a Specific User

• Navigate to Assets > Kit Overview
• Locate the kit to be assigned
• Under the Assigned To select User
• Find the appropriate user in the list

Edit an Existing Kit

• Navigate to Assets > Kit List
• Locate the kit
• Click the Edit icon in the Actions column
• Update any of the following:
  • Name
  • Kit Group
  • Kit ID
  • Assignment (Location/User)
  • Service Status
  • Image
  • Create a new kit group using the + icon if needed
• Click Save

Duplicate a Kit

• Navigate to Assets > Kit List
• Locate the kit to duplicate
• Click Duplicate in the Actions column
• Input the quantity of duplicates to be made
• Update required fields:
  • Kit ID (must be unique)
  • Assignment
• Click Create or Save

Delete a Kit

Delete a Single Kit

• Navigate to Assets > Kit List
• Locate the kit
• Click the Delete icon in the Actions column
• Click Delete to confirm

Bulk Delete Multiple Kits

1. Navigate to Assets > Kit List
2. Select kits using the checkboxes
3. Click the Delete icon at the top of the list
4. Click Delete to confirm

Best Practices

• Use consistent naming conventions for Kit Names and IDs
• Organize kits using Kit Groups for easier filtering and reporting
• Only delete kits when absolutely necessary due to permanent data loss
• Use duplication to quickly create similar kits, but always verify unique fields
• Establish internal SOPs for assigning kits to users vs. locations
• Manage kit contents exclusively through Kit Overview, not the edit screen
• Limit delete permissions to trusted administrative users

Troubleshooting & FAQs

Why can’t I assign a kit?
Verify you have the appropriate permissions for managing kits and access to Kit Checks or Kit List.

Why can’t I create, edit, or delete kits?
Ensure you have Managing Kits enabled along with Create, Update, and Delete permissions.

Why can’t I see the Kit List or Kit Checks?
You may be missing required access permissions.

Can I recover a deleted kit?
No. Deletion is permanent and removes all historical data.

What happens to items inside a deleted kit?

• Inventory is deleted
• Equipment becomes unassigned but remains in the system

Can I create a kit group while adding or editing a kit?
Yes. Use the + icon next to the Kit Group field.

Why can’t I edit kit contents from the edit screen?
Kit contents and pouches must be managed in Kit Overview (Kit Checks).