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Quick-Start / Building Operations

Developing a Tools Inventory

Craftspersons cannot do their job without the appropriate tools. If they prepare for a job and go to the supply closet and find that their expected tool is lost, in repair, or being used by another worker, valuable time is wasted.

Maintaining an accurate inventory of your tools prevents losses, maximizes tool sharing, and ensures that tools are available to craftspersons when they go to a site.

If you develop a tools inventory and then reserve tools for specific work requests, you can generate the Tool Usage History report to see the number of hours each tools was used by month.

Tools are defined using the Background Data task, so you must define them before associating them with work requests.

Note: Tool Types are NOT available as part of Quick-Start; from the Building Operations Console, you can develop a tools inventory, but it does not include Tool Types.

To add tools:

1. From the Building Operations home page, under background Data, select Define Tools

   The Define Tools form appears. The left pane lists any tools that have already been defined.

2. Click Add New.
3. In the Tools pane, enter the following:
   • Tool Code: This is the unique identifier for the tool. If you have more than one tool of this type, you can add a number at the end of the Trade Code to distinguish them. For example, you could name saber saws as "Saber 1" and Saber 2"
   • Tool Type:Not used by Quick-Start.
   • Building Code / Floor Code / Room Code: If you have developed your locations, you can select the location for the tool. By selecting the Room first, the floor and building are also filled in.
   • Tool Location: Enter a more specific description of where the tool is, if applicable. For example, enter Shelf 10 if the tool is stored on a numbered shelf
   • Standard Hrs. Avail./Day: Enter the number of hours per day that the tool is accessible. This is used when scheduling work.
   • Status: By default this is set to Available, but you can change this to In Use, Broken, Missing, Reserved, In Repair, or Out of Service, as needed. When you reserve tools for work, you see its status, so the status can alert you when tools are unavailable.
   • Date Purchased: Mouse over this field and use the Select Values button to select the date the tool was purchase.
4. Click Save.

Next Steps

You can now associate tools with work requests when scheduling the work, or when updating information for work requests before completing the work request. See Reserving Tools for Work Requests.