Agree a bounded first crib, named supervisors and the actual tools to be controlled. Gather approved asset identities, recognisable positions, current borrowers and the people responsible for reference and service review.
Owner preparation
Set up the correct organisation and site through Accounts sign-in. Confirm the name and timezone. Grant working roles centrally, then inspect local assignments in Team & stations. Enrol named stations that operators can match to their physical workplaces.
In Positions, create the issuing crib and return-review positions needed by the approved policies. Use exact codes and useful names. Position administration records a place; it does not move an asset there.
Where service evidence will be reviewed, grant the additional local service-review permission to the appropriate current Supervisors. Ordinary Supervisor authority alone does not establish that permission, and an Owner-only identity does not become a service reviewer.
Reference handover
The Author prepares the approved families, capabilities, asset register, tasks and policies. The Reviewer activates a proved unchanged revision. Check that the release uses the intended active positions.
Newly registered assets start without confirmed physical custody. Do not issue them because the reference list appears complete. The Supervisor must confirm the actual opening.
Supervisor preparation
Create or check borrower contacts in Borrowers. A production borrower must be active and of the appropriate kind. A service provider contact serves a different custody purpose. Badge codes are exact lookup values, not authentication or authority.
Locate each actual asset and check its condition and existing custody. Use opening custody to record the observed opening. For required qualification, submit and review the actual supported source before expecting issue eligibility.
Verify before routine use
At the station, select the intended asset and borrower and preview an approved task. Check that a suitable tool passes and that a held, damaged or insufficiently qualified tool is refused for the correct reason. Record a handover only when it actually occurs.
Resolve a readiness refusal at its source. Do not add invented qualification or claim an unknown tool is in the crib to open the site. Scanner, device and physical label suitability require the site's own check; this handbook does not supply that qualification.
Create positions and maintain borrowers
An Owner opens Cribs and positions, completes Add a position with Exact code, Name and Purpose, then chooses Add position. Purpose is Issuing crib or Return review area. Read the new row before using it for custody. Creating a named position does not establish that any tool is physically there.
A Supervisor opens Recorded borrowers and chooses New borrower or selects an existing contact. Supply Exact borrower code, Name, Contact kind and, where applicable, Exact badge code (optional). Contact kind can be Person, Team, Station or Service provider. Check Active for new issues and choose Save borrower.
An existing contact's code and kind are fixed identities. Correct an unsuitable identity through an appropriate new record rather than trying to repurpose the old one. An old badge used for another borrower's history cannot simply be reassigned. Reload after a changed-revision refusal and compare the saved contact before editing again.
Clearing Active for new issues preserves outstanding loans and still permits an authorised return. A borrower badge selects a custody recipient; it never signs that person in or grants a product role.
For WorkSteps to read current tool suitability, an Owner must separately establish readiness permissions.