Manual Web Site Manual App Manual

Equipment Sign Out Report

The Equipment Sign Out Report section allows field staff to complete equipment sign out reports for work orders and company vehicles directly from the Android application.

When a Equipment Sign Out Report is created all equipment currently signed out to that Vehicle or Work Order are added to the report so that the employee can confirm that equipment is where it is suppose to be.

When Equipment Sign Out Report actions occur in SafetyNet a email is sent to the companies representative, so that the movement of equipment can be noted.

Configuring Equipment Sign Out Report Submission Email Alert

The company representative that receives a email from SafetyNet, when a equipment sign out report submission occurs is a function of who is set up to receive the Equipment Sign Out Report Submission. The person whom should receive this email, should probably be someone in management. To configure Safety Net for whom receives receives this email alert in the Company Email Alert section.

Management, Office Staff and Safety Officers can edit who should receive the Equipment Sign Out Report Submission email alert in the company email alert section. For more information about configuring your company email alerts in this web site manual click here to view the company email alert section.

The equipment sign out report section is only available to users that have the equipment sign out report section turned on for their users group. To change users access to equipment sign out reports, management and office staff can change access in Application Section to view the information about the Application Section Click Here

Table of Contents
#Section Name#Section Name#Section Name
1Add Equipment Sign Out Report For Vehicle 2Add Equipment Sign Out Report For Work Order 3Look Up Open Equipment Sign Out Report
4Edit Equipment Sign Out Report Info 5Add Employee Signature 6Add Equipment Sign Out Report Detail
7Look Up Equipment Sign Out Report Detail 8Edit Equipment Sign Out Report Detail 9Delete Equipment Sign Out Report Detail
10Submit Equipment Sign Out Report 11Delete Equipment Sign Out Report 12View Closed Out Equipment Sign Out Report
12Update Equipment Sign Out Reports

1.Add Equipment Sign Out Report For Vehicle
Steps
  1. From the Main Menu screen, tap the Company button.
  2. Then tap on the Equipment Sign Out Report button.
  3. This opens the Add Equipment Sign out Report tab.
  4. Then tap on the Add Equipment Sign out Report for Vehicle button.
  5. This opens the Add Equipment Sign out Report for Vehicle entry screen.
  6. Date: The date field allow field staff to choose the date the equipment sign out report occurs.
    1. Tap the Date button to open the Choose Date screen.
    2. Scroll the calender screen and select the date from the calender.
  7. Tap the Vehicle field to edit the Vehicle select box.

    8. Vehicle are listed in descending order with the vehicle code in red text, the vehicle description in black text, and the license plate in blue text.

    Note: New vehicles are not automatically added to the list when they are created, so it may be necessary to update the list click here to view information about updating for the desired vehicle to be included in the list.

    1. Scroll the list of vehicles until the desired vehicle is displayed on the screen.
    2. Tap the desired vehicle to select it.
  8. Tap the Add Equipment Sign Out Report button to add the equipment sign out report.
    • A pop-up message that reads 'Equipment Sign Out Report Added' indicates that the Equipment Sign Out Report has been added.
Step 1
Step 2
Step 3
Step 4
Step 6

2.Add Equipment Sign Out Report For Work Order
Steps
  1. From the Main Menu screen, tap the Company button.
  2. Then tap on the Equipment Sign Out Report button.
  3. This opens the Add Equipment Sign out Report tab.
  4. Then tap on the Add Equipment Sign out Report for Work Order button.
  5. This opens the Add Equipment Sign out Report for Work Order entry screen.
  6. Date: The date field allow field staff to choose the date the equipment sign out report occurs.
    1. Tap the Date button to open the Choose Date screen.
    2. Scroll the calender screen and select the date from the calender.
  7. Tap the Work Order # field to edit the Work Order select box.

    8. Work orders are listed in descending order with the work order number in blue text, the customer name in black text, and the scope of work in red text.

    Note: New work orders are not automatically added to the list when they are created, so it may be necessary to update the list click here to view information about updating for the desired work order to be included in the list.

    1. Scroll the list of work orders until the desired work order is displayed on the screen.
    2. Tap the desired work order to select it.
  8. Tap the Add Equipment Sign Out Report button to add the equipment sign out report.
    • A pop-up message that reads 'Equipment Sign Out Report Added' indicates that the Equipment Sign Out Report has been added.
Step 1
Step 2
Step 3
Step 4
Step 5

3.Look Up Open Equipment Sign Out Report

Once in the Equipment Sign Out Report section

Steps
  1. Tap the third tab on the menu, the Equipment Sign Out Report view.
  2. Scroll the list of Equipment Sign Out Reports until the desired Equipment Sign Out Report is displayed on the screen. Listing the employee name in black text and the report date in black text.
  3. Tap on the Equipment Sign Out Report you would like to view. This loads the equipment sign out report information edit screen.
Steps 1-3

4.Edit Equipment Sign Out Report Info

Once on the Equipment Signed Out Report you would like to Edit

Steps
  1. Date: The date field allow field staff to choose the date the equipment sign out report occurs.
    1. Tap the Date button to open the Choose Date screen.
    2. Scroll the calender screen and select the date from the calender.
  2. Report Notes: The report notes field allows field staff to enter notes re guarding the equipment sign out report. The Character limit of the field is 500.
  3. Tap Save Equipment Sign Out Report button to save any changes to the Equipment Sign Out Report.
    • A pop-up message that reads Equipment Sign Out Report has been Saved indicates that the equipment sign out report has been saved.
Steps 1
Steps 2-3

5.Add Employee Signature

The employee whom conducts the Equipment Sign Out Report must provide an electronic signature to indicate that they have been made aware of equipment sign out report.

Once on the Equipment Sign Out Report you would like to Edit

Steps
  1. Tap the Employees Signature button to open the View Signature screen.
  2. Tap the Create new button to open the Signature Edit screen.
  3. Sign in the white space beneath the Save New Drawing Here label.
  4. Tap Save in the top right corner of the screen to update the Signature field.
Step 1
Step 2
Step 3

6.Add Equipment Sign Out Report Detail

The Equipment Sign Out Report Detail section of the Equipment Sign Out Report, allows users to add equipment sign out report detail for report.SafetyNet equipment sign out details includes information about equipment in either the vehicle or job site of a work order..

Once on the Equipment Sign Out Report you would like to view

Steps
  1. Tap on the second tab, the Details icon at the bottom of the screen to open the Equipment Sign Out Details screen. The screen loads opens with a list of equipment sign out report details, with the equipment code and equipment name, and notes in red text.
  2. Tap the Add button on the top right corner, this loads the add equipment sign out detail screen.
    3. Fields
  3. Equipment: The equipment field allow field staff to choose the equipment to add as a new detail.

    4. Equipment is listed in descending order equipment code.

    Note: Equipment your company uses will change over time by nature will be updated and added to the list all the time, so it may be necessary to update the list click here.

    1. Scroll the list of equipment until the desired equipment is displayed on the screen.
    2. Tap the desired equipment to select it.
  4. Status: The Status field is a prompt for field staff to check the status of the equipment on the report.
    • Not Checked: means task has not been checked.
    • Satisfactory: means inspection tasks has been found to be satisfactory.
    • Requires Attention: means inspection tasks has been found to be requires attention. Any task marked as Req. requires a description of the issue to be written in the deficiency or comments field.
    • Tap the desired selection.
  5. Notes: The notes field allows field staff to enter a notes of the issues found for the equipment. The Character limit of the field is 250.
  6. Tap the Add Equipment Sign Out Report Detail button, to add the a equipment sign out report detail.
Steps 1-2
Steps 3-6

7.Look Up Equipment Sign Out Report Detail

Once on the Equipment Sign Out Report you would like to view

Steps
  1. Tap on the second tab, the Details icon at the bottom of the screen to open the Equipment Sign Out Report Details screen. The screen loads opens with a list of equipment sign out report details with the equipment code and equipment name in blue text and comments in red text.
  2. Scroll the list of Equipment Sign Out Report Detail until the desired detail is displayed on the screen.
  3. Tap on the desired detail. This loads the edit Equipment Sign Out Report Detail screen.
Steps 1-3

8.Edit Equipment Sign Out Report Detail

Once on the edit Edit Equipment Sign Out Report Detail screen

Fields
  1. Status: The Status field is a prompt for field staff to check the status of the equipment on the report.
    • Not Checked: means task has not been checked.
    • Satisfactory: means inspection tasks has been found to be satisfactory.
    • Requires Attention: means inspection tasks has been found to be requires attention. Any task marked as Req. requires a description of the issue to be written in the deficiency or comments field.
    • Tap the desired selection.
  2. Notes: The notes field allows field staff to enter a notes of the issues found for the equipment. The Character limit of the field is 250.
  3. Tap the Edit Equipment Sign Out Report Detail button, to edit the a equipment sign out detail.
Steps 1-3

9.Delete Equipment Sign Out Report Detail

Once on the Equipment Sign Out Report you would like to view

Steps
  1. Tap on the second tab, the Details icon at the bottom of the screen to open the Equipment Sign Out Report Details screen. The screen loads opens with a list of equipment sign out report details with the equipment code and equipment name in blue text and comments in red text.
  2. Scroll the list of Equipment Sign Out Report Details until the desired detail is displayed on the screen.
  3. Long Tap the equipment sign out report detail to bring up the delete screen for the equipment sign out report detail.
  4. Tap the Delete button. The equipment sign out report detail will be deleted.
Steps 1-2
Steps 3-4

10.Submit Equipment Sign Out Report

Once on the Equipment Sign Out Report you would like to Submit, all the equipment sign out report detail have been added and inspected and the inspection has been signed off on.

Steps
  1. Tap the Submit Equipment Sign Out Report button.
Step 1

11.Delete Equipment Sign Out Report

Once in the Equipment Sign Out Report section

Steps
  1. Tap the third tab on the menu, the Equipment Sign Out Report view.
  2. Scroll the list of Equipment Sign Out Reports until the desired Equipment Sign Out Report is displayed on the screen. Listing the employee name in black text and the report date in black text.
  3. Long Tap the equipment sign out report to bring up the delete screen for the equipment sign out report.
  4. Tap the Delete button. The equipment sign out report will be deleted.
Steps 1-2
Steps 3-4

12.View Closed Equipment Sign Out Report

After Equipment Sign Out Reports have been closed out, they will be available to look at through the History view on the iPhone Application.

Once on the Equipment Sign Out Report section

Steps
  1. Tap the fourth tab on the menu, the History tab of the main menu view. This loads with a list of the closed out Equipment Sign Out Reports listing the employee name in black text and the report date in black text.
  2. Scroll the list of Equipment Sign Out Reports until the desired Equipment Sign Out Report is displayed on the screen.
  3. Tap on the Equipment Sign Out Report you would like to view. This loads the first tab, the equipment sign out information, which loads with the equipment sign out report date, work order number or vehicle code, and the employee whom conducted the equipment sign out report at the top.
  4. Tap the second tab, the Equipment Sign Out Report Detail lists the equipment on the equipment sign out report.
  5. Scroll the list of equipment sign out report details with the equipment code and equipment name in blue text and comments in red text.
  6. Tap on the detail to view the all of the details
Steps 1-2
Step 3
Steps 4-5
Step 6

10.Update Equipment Sign Out Reports

As other field staff and employee's perform equipment sign out reports the the records of equipment signed out will change for work orders and vehicles.

Steps
  1. From the Menu screen, tap the Updates button.
  2. Scroll the list of sections until you find the Equipment button.
  3. Tap on the Equipment button.
Step 1
Steps 2-3