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Look up the precise supply- and equipment-need of events in the Setup Sheets tab. A setup sheet is an event-related list containing the final selection of equipment and supplies and their fixed quantity needed for conducting a scenario. |
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With the help of an event-specific setup sheet, check out exactly what you need for a scenario and print the check-out list to use it as a reference when you go pick up the supplies at the physical storage location. The setup sheet contains the exact date and place of the event in its header to help the person in charge of moving the equipment to keep track of the physical items:
Creating a Setup Sheet
A setup sheet can be created by finalizing an existing Equipment and Supply List while editing an event in the Calendar module.
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Make sure to select a specific asset on the Equipment and Supply List before clicking Add to Setup Sheet. |
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To tell an asset tag and a specified asset apart, check if the Asset label on the Equipment and Supply List has a drop-down and a short note inside a grey bubble written in italics (as shown on the below gif).
Open the drop-down to list every asset labeled with the given tag and select one.
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By selecting an asset for an event, or adjusting and finalizing the number of items included on your setup sheet, you do not reserve them for the event. Make sure that the asset you are about to check out on your Setup Sheet is returned.
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Tip: Use the Checking Out the Setup Sheet Items
You can find every setup sheet by the title and the date of the event they were added to.
Setup sheets are filtered by date. By default, only the current day's setup sheets are listed upon opening the Setup Sheets tab.
To view more setup sheets at a time, change the timeframe with the date picker: pick the start date in the first field, then the end date in the second.
Note The date in the second field is not inclusive, it displays event setup sheets up to the selected date.
You can also filter by the rooms where the events will take place in, or you can use the quick search bar.
Select the setup sheet you want to check out to activate the Open button.
Once you open a setup sheet, first you have to select a transaction assignee and storage location just as you would do during a basic check-out transaction.
Tip title Scanning Functionality The Inventory module is designed to handle barcode and QR-code reading to facilitate transaction assignee registration and item detection during transactions.
Continue to this section to learn more about the recommended barcode scanning solutions for CAE LearningSpace Inventory.
Verify the quantity of each item.
Note title Important Every setup sheet can be checked out only once.
Make sure to check out the setup sheet from a storage location where every supply and equipment is ready.Check the Available quantity column if you have every item ready for check-out at the selected storage location:
The Available quantity column shows how many of that particular item is available at the selected storage location, not the overall quantity of the item.
After verifying the quantity, you can start checking out the supplies one item at a time.
In the Check-Out Status column, you can see how many items are selected for check-out per the total amount required of each item.Tip Once an item is prepared for check-out, it will be marked with a black tick.
When the quantities are even in the Check-Out Status column, click on Finish transaction.
Note title Important Make sure to have every item ready for check-out, because once the transaction is performed, you cannot edit the setup sheet.
The system checks out the exact number of items you have set up.
The setup sheet closes automatically.Info The title of the event will be tied to the transaction as well in Transactions.
Open the setup sheet once again after check-out to view and print the now read-only list.
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