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Handbooks: ToolCustody

ToolCustody handbook

Record individual tool custody, check approved use and keep returns, holds and service evidence distinct.

Review edition · 25 October 2026

Search for general tasks or screen messages. Leave out customer details and private job data.

21 guides

ToolCustody

Your role

Start here: Owner

Prepare access, positions and site lifecycle controls.

Owner
Your role

Start here: Author

Prepare approved tool identities, tasks and suitability policies.

Author
Your role

Start here: Reviewer

Review reference proofs and approve the unchanged revision.

Reviewer
Your role

Start here: Supervisor

Manage opening custody, borrowers, holds and reviewed returns.

Supervisor
Your role

Start here: Operator

Check eligibility, record deliberate handovers and return tools truthfully.

Operator
Your role

Start here: Viewer

Read asset custody and history without making operational changes.

Viewer
Reference

Roles and actions: who can do what

Find the authority, authentication and review conditions for a task, with links to the working procedure.

Owner · Author · Reviewer · Supervisor · Operator · Viewer
Reference

Station input reference: tool labels, time and return details

Enter exact identities, whole-minute intervals and truthful return details, and interpret refusals.

Supervisor · Operator
Site administration

Prepare access, positions and borrowers

Complete the administrative and operational prerequisites for a first crib.

Owner · Supervisor
Authoring and approval

Prepare references and approve the release

Save exact catalogue content and independently expected suitability examples.

Author · Reviewer
Set-up and handover

Confirm the physical opening

Record observed custody without inventing historical issue evidence.

Supervisor
Everyday work

Check and record a tool handover

Preview current eligibility, then confirm the actual physical issue.

Operator · Supervisor
Everyday work

Record a return, review and actual restow

Receive unsuitable tools truthfully without making them ready automatically.

Operator · Supervisor
Exceptions

Review holds, missing tools and disputed custody

Retain observed facts while resolving the specific operational barrier.

Supervisor · Operator · Viewer
Records and evidence

Submit and review service evidence

Bind the actual private source to one asset and make a separate human decision.

Supervisor · Owner
Everyday work

Carry out a recorded spot check

Record observed assets against the check’s snapshot and retain discrepancies.

Operator · Supervisor
Troubleshooting

Settle uncertain actions and station problems

Recover the original command before repeating a physical action.

Owner · Operator · Supervisor
Records and evidence

Read history, prepare documents and retain an export

Separate asset identity, historical status, printing and complete records.

Supervisor · Operator · Viewer · Owner
Site administration

Drain, close and review recovery

Reopen only after current custody and reference reviews.

Owner · Supervisor · Reviewer
Worked example

Worked example: a qualified issue and damaged return

Follow one individual tool through its actual custody and review states.

Owner · Author · Reviewer · Supervisor · Operator · Viewer
Connected work

Allow a WorkSteps tool-readiness check

Record the exact approved task, receiving site and actor-to-borrower mappings, then withdraw deliberately when required.

Owner