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Handbooks: ToolCustody

Confirm the physical opening

Record observed custody without inventing historical issue evidence.

Review edition · 25 October 2026 · For Supervisor

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Opening establishes the physical starting point for the approved register. A new asset begins unverified. Have the actual tool, approved identity, observed condition and intended position in front of you before confirming it.

Confirm an observed tool

Open Opening custody and select the exact asset. Physically locate it and compare its label or code with the register. Select the observed position and condition and enter a useful reason or source for the observation.

Choose Record observed custody only when the statement is true. The Supervisor decision requires current authority and recent authentication. Inspect the resulting asset state and history before moving to the next item.

A good tool at the correct crib position is different from one at a return-review position. Damaged or unknown condition produces the relevant barrier. Confirming presence does not establish required calibration or approved task suitability.

Deal with tools already elsewhere

If a tool is already on loan at the opening, the observed-position form cannot truthfully record it as present. Keep it unverified and refer the actual borrower or provider, known dates and supporting records to the responsible Supervisor or support. Do not invent historical dates or record a false return to complete the opening checklist. The current customer form does not provide an opening-loan action.

If the tool cannot be located or identity is disputed, keep it unverified and resolve the discrepancy. Do not confirm another similar tool under that identity.

Preserve one truthful opening

Opening observations are retained. A repeated or changed source identity can be refused rather than rewriting the starting record. If the response is uncertain, inspect or reconcile the original command before confirming again.

After adoption, later movement belongs to issue, return, service or discrepancy workflows. Opening is not a general correction tool for live custody.

Before first issue, check borrower, task, holds, condition and current qualification with issue a tool. For an unexpected physical finding after opening, use holds and discrepancies. This keeps the original observation and subsequent events understandable.