Associating a Compartment, Storage, or Pouch with a Checklist

Associating a Compartment, Storage, or Pouch with a Checklist

Purpose

  1. The purpose of this article is to inform users how to associate an apparatus compartment with an apparatus checklist. 
Idea:  Associating a compartment, storage, or pouch with a checklist is an efficient way for users to create a par check.  By associating the compartment, storage, or pouch with the check instead of adding each individual piece of equipment or inventory during the checklist build, the checklist will automatically update if there are changes made to the contents of the compartment, storage, or pouch without the user having to manually update the checklist. 
Note:  The process is the same for Apparatus, Station, and Kit checks. 

Video



Directions


1. Click on Assets.


Click on Assets.



2. Click on the appropriate Asset Checks view.


Click on Equipment Checks.



3. Select the appropriate asset that contains the compartment, storage, or pouch.


Select the appropriate apparatus.



4. Expand the Compartment, Storage, or Pouch view.


Expand the Compartment view.



To Add Multiple Compartments, Storage, or Pouches


5. If adding multiple compartments, storages, or pouches, select them by clicking the selection box next to the name.


If adding multiple compartments, select the compartments by clicking the box next to the compartment name.



6. To select all compartments, storages, or pouches click the select all icon.


To select all compartments, click the select all icon.



7. Select the Checklist to apply the compartment, storage, or pouch to from the Add to Checklist dropdown.


Select the Checklist to apply the compartment to from the Add to Checklist dropdown.



8. Click on Apply.


Click on Apply.



9. The associated checklists will now be visible in the compartment, storage, or pouch header.






To Add a Single Compartment, Storage, or Pouch


5. Click the edit icon for that compartment, storage, or pouch.


To add a single compartment, click the edit icon for that compartment.



6. Select the Checklist to apply the compartment, storage, or pouch to from the Add to Checklist dropdown.


Select the Checklist to apply the compartment to from the Add to Checklist dropdown.



7. When finished, click Save.


When finished, click Save.



8. The compartment, storage, or pouch will now be listed as a checklist category and all equipment/inventory will appear as pass/fail checklist items.