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The Equipment and Supply List identifies the recommended inventory items and their quantity needed for a simulation.
The Equipment and Supply List is assigned to a case, and then used to request the actual items and quantities needed for the simulation by generating a Setup Sheet.

View the related Training video (Setup sheets) here.


  1. To create a new Equipment and Supply List, go to the Equipment and Supply List tab and click + New.
    The editor window opens where you can name your new list and add items to it. The list must have a name and the name must be unique.

    A warning message is displayed if no title is added to the list or if you type a name already used for an existing list.

     

  2. Select and add multiple items in one go to your Equipment and Supply List by using the Quick Add Items drop-down menu. 

    If similar items are stored in multiple locations, the menu will contain an entry for each location for easy reference. 

    You can also get a preview of the item if it has an image uploaded to its profile. Hover over the gallery icon to display the photo of the item:

    If you need tagged assets for the simulation, use the Quick add tags drop-down menu. Add an Asset tag and decide on the specific asset afterwards, when you are setting up the Setup Sheet for an event. 



  3. Adjust the Required Quantity for each item according to the needs of the simulation.

    The Required quantity can be updated for a specific event when the Setup sheet is created or when the items are checked out.



  4. Once you have created the Equipment and Supply List, it must be added to the appropriate Case for the simulation - so it can eventually be reused to request the necessary items. 

A Quick search field in the Equipment and Supply Lists tab helps you find Equipment and Supply lists easier:

See more on the Inventory Manager and the Inventory - How to pages, and watch the Inventory Manager Training Videos.