Equipment Tracking

Jim Thiesse

I want to create a sheet where we can track our tools being used by multiple field foreman. I want a sheet where I can see all of the tools we own and allow each foreman to submit their tool inventories weekly. Can I get some help please?

Thanks

Jim Thiesse

Andrée Starå

Hi Jim,

I might have something that can help and be a starting point.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Jim Thiesse

I want to have a "master" sheet where our equipment mgr can see all of our equipment and where it's being used. Our guys are required to submit paper reports now which is very time consuming. Below is draft of what I'm working on.

Andrée Starå

Ok.

How do the equipment manager know who has what? Is there a process to request a tool or something similar or is that handled thru the paper report today?

Jim Thiesse

The guys pick up tools from the tool crib and are required to submit an inventory but they don't always turn one in and it's not always accurate.

Jim Thiesse

This report is for lift equipment (separate from small tools) but could be used the same.

Andrée Starå

Ok.

The solution I built a while back for another client was for stock and order management and different stages.

I'll need to go through it and see how it could be updated to work. I'll get back to you!

Andrée Starå

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)