Edit ToolCustody defaults with manual controls

Prepare a four-hour permitted use interval, using the current source-owned settings and private draft transfer.

For authors

Prepare a four-hour permitted use interval, using the current source-owned settings and private draft transfer.

Read these instructions on any device. Watch or practise a chapter on a desktop or laptop, with a desktop or mobile application layout. Demonstrations use sample data and simulated scanners.

Edit ToolCustody defaults with manual controls

  1. Open the current ToolCustody draft

    Open the current ToolCustody draft

    Load the current tool configuration. Manual controls remain available when Plain English assistance is not configured.

  2. Choose default routes and durations

    Choose default routes and durations

    Choose the settings for default task selection, return review and permitted use. Physical tool identity and readiness remain ToolCustody responsibilities.

  3. Choose the policy settings

    Choose the policy settings

    Select the policy section to read its current values.

  4. Load the current controls

    Load the current controls

    Read the source-owned controls for this exact draft. No settings have changed yet.

  5. Open the default settings

    Open the default settings

    Open default routes and durations. Check the current values before preparing a change.

  6. Set the permitted use to four hours

    Set the permitted use to four hours

    Enter 240 minutes for the agreed use interval. ToolCustody will still check the asset, task and qualification before issue.

  7. Prepare the complete private change

    Prepare the complete private change

    Prepare the complete change for this exact draft revision. The new duration has not been saved or released.

  8. Transfer the prepared change

    Transfer the prepared change

    Transfer the checked change privately to ToolCustody. Transfer alone does not save or approve it.

  9. Confirm the complete change

    Confirm the complete change

    Confirm that you have checked the complete change and intend to save it.

  10. Save the draft revision

    Save the draft revision

    Save the proposed draft. Independent examples, complete checks and a separate release review are still required.

Watch or practise this chapter

The new draft is saved. It does not change live custody or activate a release. Enter independent expected results, run the complete checks and obtain a separate review.

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