Overview
The item directory 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
Add a new item
To add an item onto your dashboard, please follow the below steps:
On the dashboard, navigate to Items
Click New Item in the top right corner
Click the New Item dropdown
Enter the details for the new item
Finally, click Create Item
Import a New Item
To add an item onto your dashboard, please follow the below steps:
On the dashboard, navigate to Items
Click New Item in the top right corner
Click the Import Item dropdown
Select the Items import option
Finally, click the Import button
How to Edit Items
To edit an item onto your dashboard, please follow the below steps:
On the dashboard, navigate to Items
Click the arrow under Actions next to the item you wish to edit
Click the View/Edit dropdown
Edit the item details
Click the Save Changes button
How to Delete Items
To archive an item onto your dashboard, please follow the below steps:
On the dashboard, navigate to Items
Click the arrow under Actions next to the item you wish to edit
Click the Delete dropdown
How to Sign an Item In/Out
To sign out an item on your dashboard, please follow the below steps:
On the dashboard, navigate to Items
Click the arrow under Actions next to the item you wish to edit
Click the Sign In/Out dropdown
Follow the steps required to sign in/out
Click the Sign In/Out button in the bottom right corner
