When to Use Spotchecks
You can use Spotchecks in several scenarios:
Kits: Verify if a kit is complete using a kit spotcheck.
Locations: Conduct inventory checks in an equipment room. Ideal for audits.
Categories: Check specific categories, like cameras, to see if any Items are missing.
Custody: Ensure employees have the correct equipment assigned to them.
Open Check-outs: Confirm all equipment taken on a job is accounted for when returning.
Booked Reservations: Prepare for a large check-out by verifying all equipment beforehand.
NOTE: When Spotchecking locations and categories, only available Items will be shown. For other Spotchecks, all Items, regardless of their availability status, will be listed.
How to Perform Spotchecks
With the Web App
Click on Spotchecks on the navigation menu.
Click on New spotcheck on the top right.
Select a type and click Next.
Select a User (if applicable).
Click on Create Spotcheck.
Click on Scan Items to begin using a USB or Bluetooth scanner, or select Items manually.
Click Close when you are done scanning or selecting Items. The Spotcheck status will appear as In progress.
Click Finish spotcheck to complete the Spotcheck. You can then add an optional comment.
After completing a Spotcheck, you'll receive an overview that includes:
Updated status (Finished or Finished With Issues).
Checked Items and any issues (missing, flagged, etc.).
Additional comments and attachments.
Kit or category for which the Spotcheck was done.
Activity details (start and finish time, participants).
With the Mobile App
Open the mobile app and select New spotcheck.
Select the type of Spotcheck you want to perform.
Scan Items or manually tick them off. The progress bar at the top shows your progress.
Click Finish when done. If not all Items are scanned, click X to indicate completion.
After finishing, you will see:
Type of Spotcheck completed.
Details such as last activity, participants, and start time.
An overview of checked and unchecked Items, with the option to flag issues.
Configuring Spotcheck
As an Admin, it's essential that you properly configure Spotcheck to make it fit for your organization's needs. The following steps will guide you through this process, ensuring you can efficiently manage Spotchecks within your team.
Click Settings in the bottom left corner of your screen.
Click Add-ons.
Scroll down to Spotcheck and click Settings.
You can choose configurations related to Spotcheck closing and archiving.
Click Save when you're done.
