To create a new request for workwear and tools that are intended for employees of specific department or view the existing requests, go to Asset management > Workwear and Tools Documents > Workwear and Tools Issues.

The Workwear and Tools Issues form contains a list of documents each of which specifies the items, workwear and tools, issued for employees of specific department.

The list of Workwear and Tools Issues

As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list. You can filter the list by entity, department, employee, warehouse, or workwear / tool type - for this, use the fields on the top of the form.

The toolbar buttons

To create a new document, click Create on the toolbar (for more details, refer to Creating a Workwear and Tools Issue).

If for the warehouse where the items are stocked, it is required to use warehouse documents (Goods Dispatch/Receipt Notes), select the particular issue or multiple Issues, then click Generate > Goods Dispatch Note.

For description of other buttons, refer to List Toolbar.

Creating a Workwear and Tools Issue. The Main tab


Creating a Workwear and Tools Issue. The Workwear and Tools tab
You can use this tab to provide a list of workwear items and tools for issuing to employees of specific department and specific entity.
The list is populated based on the particular Workwear and Tools Request / Requests selected on the Main tab, or it can be populated by using one of the Fill options.

The "Workwear and Tools Issues (create)" form. The Workwear and Tools tab
To populate the list, click the Fill button on the tab toolbar and select one of the following options:

• By Usage Rates: To populate the list with the employees of the specified department and with quantities of workwear and tools that are required according to the employee's position and usage rates defined for this position.
• By Demand: To populate the list with the employees of the specified department, with the quantities of the workwear and tools in accordance with positions, usage rates defined for positions, and the quantities that are currently in use.
• Selectively by Employee: To select the particular employees and then fill in the quantities of workwear and tools by demand or by usage rates.

Alternatively, you can manually add the tools and workwear items to be issued to some employees. For this, click Add to add a new line to the document.
In the Employee column, select an employee who needs certain workwear or tools.
In the Position column, select a position of this employee.
In the Workwear/Tool Type column, select a specific type of tools or workwear (actually, a category).
In the Item column, select a specific workwear or tool of the selected type.
Make sure that if the selected item is of any workwear category with defined characteristics, the Characteristic column is populated with the particular size of the employee specified for workwear of this type (category).
In the Quantity column, check that item quantity is calculated correctly according to the usage rate of the item. The UOM column is populated with the UOM associated with the item. You can edit the quantity.
The Qty in Use column shows the quantity of the selected item that is currently in use by this employee.
The Excess Qty column shows the quantity of the selected item that is currently in use by this employee in excess of the usage rate.
The Usage Rate column specifies the quantity of the item that must be issued simultaneously.

Use the Project Task column to associate the request with a particular task of the project specified on the Main tab. If all items in the list are associated with the same task, consider moving this column as a field to the Main tab by using the Settings button on the toolbar.