Purpose

The Rentals module allows users to track and manage rental equipment. Users can monitor assignments, due dates, and other relevant details for rental items.

Rentals Module List View

The Rentals module home page or "list view" displays all active Rental records within the system, allowing users to quickly view and manage rental equipment.

Search & Filter Options

• Quick Search: Search for a rental item using the description, assignment, or cost center.
• Archive: View rental items that have been archived.

Record Options

Select the ≡ icon to see the record options:

• New Checklist: Create a new Checklist, related to this Rental record.
• Assign/Unassign: Assign or unassign a user to this Rental record.

Selected Rental Record

Overview Mode

View an overview of the rental item information, including details, attributes, and activity log.

• Description: The name or description of the rental item.
• Vendor: The supplier of the rental item.
• Cost Center: The associated cost center for the rental.
• Due Date: The date when the rental item is due to be returned.
• Rate: The rental rate for the item.
• Period: The period of time vehicle will be rented. Modifiable drop-down, customizable within the “Categories” module.
• Training: Any required training to use the Rental. Training can be configured within the HR workflow, users cannot be assigned without the proper training.
• Archive: Option to archive the rental record.

Assignments Mode

Track and view the rental item's assignment history.

• Assignment: The person or entity to whom the rental item is assigned.
• Timestamp: The date and time of the rental assignment.
• User: The username that changed or assigned the rental item.

Additional Features

• "+" icon: Create a new Rental record when selected. This will appear at the top of the list.
• Actions Button:
  • Assign/Unassign: Assign or unassign a user to this Rental record.
  • Delete: Permenantly delete this Rental record.
• Options Button: 
  • View History: View the system and user entered history records for this Rental record.
• Activity Log: View a history of changes and actions related to the rental item.
• Attributes: Add custom attributes to track additional data.

Common Workflow Questions

• How do I assign a rental item to a specific employee or project?
• Can I set up automatic notifications for upcoming due dates?
• How do I generate a report of all current rental assignments?
• What's the process for extending a rental period?
• How can I track the cost of rentals across different projects?