Skip to main content

Item Directory

Learn more about the different ways to set up and maintain your item directory.

Updated this week

Overview

This article explains the item directory which helps you efficiently manage workplace items. Add, import, edit, delete, and track items directly from the dashboard. Sign items in and out, ensuring accurate records of usage. This guide provides step-by-step instructions on keeping your item directory up to date and organised.


How to add items

To add an item onto your dashboard, follow the steps below:

  1. On the dashboard, navigate to Items

  2. Click New Item in the top right corner

  3. Click the New Item dropdown

  4. Enter the details for the new item

  5. Finally, click Create Item


Import a new item

To add an item onto your dashboard, follow the steps below:

  1. On the dashboard, navigate to Items

  2. Click New Item in the top right corner

  3. Click the Import Item dropdown

  4. Select the Items import option

  5. Finally, click Import


How to edit items

To edit an item onto your dashboard, follow the steps below:

  1. On the dashboard, navigate to Items

  2. Click the arrow under Actions next to the item you wish to edit

  3. Click the View/Edit dropdown

  4. Edit the item details

  5. Click the Save Changes button


How to delete items

To remove an item from your dashboard, follow the steps below:

  1. Go to the Items section on your dashboard

  2. Click the arrow under Actions next to the item you want to delete

  3. Select the Delete option from the dropdown


How to sign an item in/out

To sign an item in or out on your dashboard, follow the steps below:

  1. On the dashboard, navigate to Items

  2. Click the arrow under Actions next to the item you want to edit

  3. Select the Sign In/Out option from the dropdown

  4. Follow the prompts to sign the item in or out

  5. Click the Sign In/Out button in the bottom right corner

Did this answer your question?