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:
On the dashboard, hover over the icons on the left side to open the side menu
Select 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, follow the steps below:
On the dashboard, hover over the icons on the left side to open the side menu
Select Items
Click New Item in the top right corner
Click the Import Item dropdown
Select the Items import option
Finally, click Import
How to Edit Items
To edit an item onto your dashboard, follow the steps below:
On the dashboard, hover over the icons on the left side to open the side menu
Select 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 remove an item from your dashboard, follow the steps below:
On the dashboard, hover over the icons on the left side to open the side menu
Select Items
Click the arrow under Actions next to the item you want to delete
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:
On the dashboard, hover over the icons on the left side to open the side menu
Select Items
Click the arrow under Actions next to the item you want to edit
Select the Sign In/Out option from the dropdown
Follow the prompts to sign the item in or out
Click the Sign In/Out button in the bottom right corner
