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πŸŽ₯ How to configure Spotcheck
πŸŽ₯ How to configure Spotcheck

Use the Spotcheck feature to check on the spot if all equipment in a kit, category, booking or equipment room is accounted for.

Guilherme Machado avatar
Written by Guilherme Machado
Updated over a week ago

Spotcheck is a helpful way of doing an inventory take of your equipment.

Think about your yearly inventory audit, an easy way of preparing reservations or a quick check of your equipment when you're out on a shoot or event.

So do you want to feel safe about your equipment? Use the Spotcheck add-on.

There are several steps before you can start doing a Spotcheck.

Step 1: Enable the Spotcheck add-on

  • Click Settings in the bottom left corner of your screen

  • Click Add-ons

  • Scroll down to Spotcheck

  • Make sure it's activated

Step 2: Change your Spotcheck settings

  • Click Settings in the bottom left corner of your screen

  • Click Add-ons

  • Scroll down to Spotcheck and click Settings

  • Choose the auto clean up method of your liking

  • Don't forget to click Save when you're done

Step 3: Configure your Spotcheck notifications

  • Click Settings in the bottom left corner of your screen

  • Click Notifications

  • Select 'New notification'

  • Choose a trigger

  • Configure the trigger

  • Write the message

  • Preview and click Add when you're done

Step 4: Give your users permission to Spotcheck

  • Click Settings in the bottom left corner of your screen

  • Select Roles & Permissions

  • Select the role that will get permission to perform Spotchecks and click View to update the role

⚠️ Important: You can only update custom user roles. System user roles cannot be updated, and the permission to spotcheck has been added to some system roles.

  • Navigate to the Spotchecks tab and select the permissions you want to add to this user role with regards to Spotchecks

  • Click Save when you're done

  • Repeat the process for all user roles that should be allowed to perform Spotchecks

Once you've updated your user role(s), all users assigned to this role will automatically have the updated set of permissions next time they log in.

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