Equipment Check-out - Revision history

Benoit at 20:43, 10 January 2022

2022-01-10T20:43:16Z

← Older revision		Revision as of 13:43, 10 January 2022
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	* For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.		* For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.
	* Any accessory missing ~~should be noted in the comment column and~~ '''Post on slack's #current-rental''' so replacement can be ordered or the item located.		* Any accessory missing '''Post on slack's #current-rental''' so replacement can be ordered or the item located.
	* Any accessory damaged should be swapped out (if possible) and moved to the repair station. make a note on sheet and Post on slack's #current-rental.		* Any accessory damaged should be swapped out (if possible) and moved to the repair station. make a note on sheet and Post on slack's #current-rental.


	= Client Pick-Up =		= Client Pick-Up =
	When the client arrives to pick-up their equipment:		When the client arrives to pick-up their equipment:

Benoit at 20:42, 10 January 2022

2022-01-10T20:42:09Z

← Older revision		Revision as of 13:42, 10 January 2022
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	2. Prepare & Scan gear with Asset Tags		2. Prepare & Scan gear with Asset Tags
	* Make sure you are in the Detail View, Allocate Tab, "mark as prepared" slider is YES.		* Make sure you are in the Detail View, Allocate Tab, "mark as prepared" slider is YES.
			* Make sure you are in the asset text box and scan the items with the scanner.
			** A good scan should have a bloop sound with a green box
			** A bad scan will have a glass shattering sound and a red box.
			** If you get a bad scan, you should investigate why - Usually a Wrong item (Spring Loaded C-Stand instead of Non-Spring Loaded?)
	* Inspect the equipment as you scan it.		* Inspect the equipment as you scan it.

Benoit at 20:36, 10 January 2022

2022-01-10T20:36:52Z

← Older revision		Revision as of 13:36, 10 January 2022
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	Orders should be prepared 24 hours before pick-up to allow time to deal with issues that might arise. Only a single order should be worked on at a time, to minimize confusion and insure nothing is missed.		Orders should be prepared 24 hours before pick-up to allow time to deal with issues that might arise. Only a single order should be worked on at a time, to minimize confusion and insure nothing is missed.

	~~The person prepping the~~ order ~~should look at~~ the ~~Prep clipboards and select~~ the ~~next order. The clipboard should contain a checkout form similar to this:~~		1. Move Items to staging area

			If multiple small grip items are part of an order, it’s OK to put them in a milk crate, but ADD the milk crate(s) to the pick-up sheet!

	~~For every line item on~~ the ~~order~~ the ~~steps are~~ as ~~follow (process all the items on a given line first before moving to the next item):~~		2. Prepare & Scan gear with Asset Tags
			* Make sure you are in the Detail View, Allocate Tab, "mark as prepared" slider is YES.
			* Inspect the equipment as you scan it.

	1. ~~Move~~ Items to ~~staging area~~		3. Prepare & Account for Bulk Items
			* Switch to the function Tab, for each bulk items select the checkbox for those items. You can then use the Action > Prepare button to mark it prepared.

	~~If multiple small grip items are part of~~ an ~~order, it’s OK to put them in~~ a ~~milk crate, but ADD~~ the ~~milk crate(~~s~~) to the pick-up sheet!~~		4. Check for Group Booking entries. There should not be any. It denotes an issue.
			* Group Booking is a serialized asset that was not scanned.
			* Fix the problem: Is it a missing asset tag? Is it an unknown asset tag number? Let's solve it.

	~~2. Visually Inspect the Equipment & take count~~
	* For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.		* For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.
	* Any accessory NOT included in the kit should have a 0 in the OUT column.
	* Any accessory missing should be noted in the comment column and '''Post on slack's #current-rental''' so replacement can be ordered or the item located.		* Any accessory missing should be noted in the comment column and '''Post on slack's #current-rental''' so replacement can be ordered or the item located.
	* Any accessory damaged should be swapped out (if possible) and moved to the repair station. make a note on sheet and Post on slack's #current-rental.		* Any accessory damaged should be swapped out (if possible) and moved to the repair station. make a note on sheet and Post on slack's #current-rental.
	* Additional accessories/items not on the form should be written down on the form and follow the same process. Post on slack's #current-rental so we can update order.
	* Fabric items should be inspected for tears, rips, holes and noted on the form.
	* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.

	~~3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See [[Prep An Item]])~~

	~~4. Post Inspection~~
	* After an item is inspected / Tested, the OUT column should be updated with the count of items and accessories.
	* Put equipment together for client pick-up
	* Move clipboard to the Pick-Up Column


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	** Click Approve		** Click Approve
	** And tablet to client to fill name and sign pick-up form.		** And tablet to client to fill name and sign pick-up form.

			'''Once client leaves with equipment, go to the order's Detail View, Function Tab, Select everything and use the Action > Book Out to mark everything as booked out.'''

	== Adding to order on the fly ==		== Adding to order on the fly ==

Benoit at 17:15, 5 November 2021

2021-11-05T17:15:59Z

← Older revision		Revision as of 10:15, 5 November 2021
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	= Client Pick-Up =		= Client Pick-Up =
	When the client arrives to pick-up their equipment, ~~grab the clipboard~~ with ~~their order from~~ the ~~Pick-Up column~~.		When the client arrives to pick-up their equipment:
	* ~~Verify~~ the ~~Order has signed the agreement~~ and ~~paid~~		* Verify the has Accepted the Agreement
			** Under "Approval Documents", A document with "Agreement" in the title should be presend and marked "Accepted".
			** Sometimes it does not show up there. Look at the discussions and see if a document Accepted is present.
			[[file: Order_Accepted.png \| border\| 500px\| center]]
	** "Rental Approval, Agreement & Payment accepted" either in the discussion section or approval Documents section.		** "Rental Approval, Agreement & Payment accepted" either in the discussion section or approval Documents section.
			* '''Verify that the order has been paid for or will be paid for prior to departure.'''
			** In the "default" view, there is an invoiced column.
	** "Invoiced" being set to Yes means the order has been paid (see workflow... invoice is issued once payment is received).		** "Invoiced" being set to Yes means the order has been paid (see workflow... invoice is issued once payment is received).
	* ~~'''Verify that the order~~ has been ~~paid for or will be paid for prior to departure~~.~~'''~~		** When in doubt, call Sales agent to verify payment has been received.
			[[file: Is_Paid.png \| border\|500px \| center]]

	* Client is free to test the equipment at the shop to insure it is in working order.		* Client is free to test the equipment at the shop to insure it is in working order.
	* Once satisfied with the entire order, they perform an electronic signature on the checkout form.		* Once satisfied with the entire order, they perform an electronic signature on the checkout form.

Benoit at 16:22, 2 November 2021

2021-11-02T16:22:10Z

← Older revision		Revision as of 09:22, 2 November 2021
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	[[Category: Rental Operations]][[Category: CurrentRMS]]		[[Category: Rental Operations]][[Category: CurrentRMS]]

			[[File:Order Processing Details.jpg\|frame\|center]]

	= Order Prep =		= Order Prep =
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	The person prepping the order should look at the Prep clipboards and select the next order. The clipboard should contain a checkout form similar to this:		The person prepping the order should look at the Prep clipboards and select the next order. The clipboard should contain a checkout form similar to this:
	~~[[File:Sample Checkout Form.jpg\|center]]~~

	For every line item on the order the steps are as follow (process all the items on a given line first before moving to the next item):		For every line item on the order the steps are as follow (process all the items on a given line first before moving to the next item):
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	= Client Pick-Up =		= Client Pick-Up =
	When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.		When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.
	# Verify the Order has ~~BOTH~~ the Agreement & the ~~CCA - Current Opportunities default view~~ has ~~Contract, CCA & Paid column indicating the status~~.		* Verify the Order has signed the agreement and paid
	# '''Verify that the order has been paid for or will be paid for prior to departure.'''		** "Rental Approval, Agreement & Payment accepted" either in the discussion section or approval Documents section.
	~~# Go through the equipment with them, double checking the count in the OUT column.~~		** "Invoiced" being set to Yes means the order has been paid (see workflow... invoice is issued once payment is received).
	# Client is free to test the equipment at the shop to insure it is in working order.		* '''Verify that the order has been paid for or will be paid for prior to departure.'''
	# Once satisfied with the entire order, they ~~sign in~~ the ~~signature block.~~		* Client is free to test the equipment at the shop to insure it is in working order.
	~~# Put a PHOTO of all~~ checkout form ~~pages on the #rental-paperwork slack channel~~.		* Once satisfied with the entire order, they perform an electronic signature on the checkout form.
	~~# Move~~ the ~~clipboard to~~ the ~~Returns column~~.		** On the shop tablet, find the order in Current RMS.
	~~a. A rental agent will update the clipboard with~~ the ~~returns form once the order has been updated in current.~~		** go to JML - CHECKOUT (under Print section on right hand side)
			** Select Approval URL
	~~b. Do NOT print a return~~ form ~~prior to the agent updating the order~~.		** Click the Link
			** Click Approve
			** And tablet to client to fill name and sign pick-up form.

	== Adding to order on the fly ==		== Adding to order on the fly ==
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	If the invoice has not been paid:		If the invoice has not been paid:
	* Agent should update the Order in CurrentRMS		* Agent should update the Order in CurrentRMS
	* ~~Invoice should be~~ updated ~~on Square~~		* Client needs to approve the updated order via link
	* ~~Add~~ the ~~equipment manually to the form~~		* Pay order via the updated link
	* ~~Ensure updated~~ invoice ~~is paid for prior~~ to ~~departure~~.		* Sales agent then issues, post and emails invoice
			* Make sure to use a new checkout form with the updated order.

	If the invoice has already been paid:		If the invoice has already been paid:
	* Agent should create a new order in CurrentRMS for the additional equipment		* Agent should create a new order in CurrentRMS for the additional equipment and add an "- ADDITIONAL" to the order name.
	* ~~New invoice should be generated on Square~~		* Client needs to approve the updated order via link
	* ~~A 2nd Checkout form should be printed and filled out.~~		* Pay order via the updated link
	* ~~Ensure new~~ invoice ~~is paid for prior to departure.~~		* Sales agent then issues, post and emails invoice
	* ~~Both orders should be on~~ the ~~same clipboard~~.		* Client fills out the 2nd checkout form too.



			-----
			Updated: 11-01-2021

Benoit at 01:35, 5 August 2020

2020-08-05T01:35:24Z

← Older revision		Revision as of 18:35, 4 August 2020
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	* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.		* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.

	3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See [[~~Check-out~~ An Item]])		3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See [[Prep An Item]])

	4. Post Inspection		4. Post Inspection

Benoit at 00:15, 5 August 2020

2020-08-05T00:15:59Z

← Older revision		Revision as of 17:15, 4 August 2020
Line 22:		Line 22:
	* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.		* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.

	3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See ~~TBD for details~~)		3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See [[Check-out An Item]])

	4. Post Inspection		4. Post Inspection

Benoit at 00:10, 5 August 2020

2020-08-05T00:10:33Z

Rachel: /* Order Prep */

2019-11-07T13:48:18Z

Order Prep

← Older revision		Revision as of 06:48, 7 November 2019
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	3.Test electrical equipment		3.Test electrical equipment
	* Lights should be plugged in to insure they are in working order.		* Lights should be plugged in to insure they are in working order.
			* Walkies should be turned on and checked.

	4. Post Inspection		4. Post Inspection
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	* Move clipboard to the Pick-Up Column		* Move clipboard to the Pick-Up Column


	= Client Pick-Up =		= Client Pick-Up =
	When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.		When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.

Benoit at 21:58, 5 November 2019

2019-11-05T21:58:36Z

← Older revision		Revision as of 14:58, 5 November 2019
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	[[Category: Rental Operations]][[Category: CurrentRMS]]		[[Category: Rental Operations]][[Category: CurrentRMS]]
	== Order Prep ==
			= Order Prep =
	Orders should be prepared 24 hours before pick-up to allow time to deal with issues that might arise. Only a single order should be worked on at a time, to minimize confusion and insure nothing is missed.		Orders should be prepared 24 hours before pick-up to allow time to deal with issues that might arise. Only a single order should be worked on at a time, to minimize confusion and insure nothing is missed.

	The person prepping the order should look at the Prep clipboards and select the next order. The clipboard should contain a checkout form ~~(see sample form)~~		The person prepping the order should look at the Prep clipboards and select the next order. The clipboard should contain a checkout form similar to this:
			[[File:Sample Checkout Form.jpg\|center]]

	For every line item on the order the steps are as follow (process all the items on a given line first before moving to the next item):		For every line item on the order the steps are as follow (process all the items on a given line first before moving to the next item):
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	* Any accessory damaged should be swapped out (if possible) and moved to the repair station. Management should be informed and a note made in the comment.		* Any accessory damaged should be swapped out (if possible) and moved to the repair station. Management should be informed and a note made in the comment.
	* Additional accessories/items not on the form should be written down on the form and follow the same process.		* Additional accessories/items not on the form should be written down on the form and follow the same process.
	* Fabric items should be inspected for tears, rips, holes and noted on the form. Overheads should be taken out of the bag and ~~make sure~~ the ~~fabric is not damp. It does not necessarily need to be unfurled~~.		* Fabric items should be inspected for tears, rips, holes and noted on the form.
			* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.

			When inspected, if a note is made on an item and the item has a asset tag, please note the asset tag # so we can keep track.

	3.Test electrical equipment		3.Test electrical equipment
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	* Move clipboard to the Pick-Up Column		* Move clipboard to the Pick-Up Column

	== Client Pick-Up ==		= Client Pick-Up =
	When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.		When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.
			# Verify the Order has BOTH the Agreement & the CCA - Current Opportunities default view has Contract, CCA & Paid column indicating the status.
	# Verify that the order has been paid for or will be paid for prior to departure.		# Verify that the order has been paid for or will be paid for prior to departure.
	# Go through the equipment with them, double checking the count in the OUT column.		# Go through the equipment with them, double checking the count in the OUT column.
	# Client is free to test the equipment at the shop to insure it is in working order.		# Client is free to test the equipment at the shop to insure it is in working order.
	# Once satisfied with the entire order, they sign in the signature block.		# Once satisfied with the entire order, they sign in the signature block.
	# Email a PHOTO of all checkout form pages to checkout@jmlrental.com. This will be used to update the CurrentRMS order with the correct quantity and track the return.		# Email a PHOTO of all checkout form pages to checkout@jmlrental.com. Subject: CHECKOUT #<order number>. This will be used to update the CurrentRMS order with the correct quantity and track the return.
	# Move the clipboard to the Returns column.		# Move the clipboard to the Returns column.
	a. A rental agent will update the clipboard with the returns form once the order has been updated in current.		a. A rental agent will update the clipboard with the returns form once the order has been updated in current.
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	b. Do NOT print a return form prior to the agent updating the order.		b. Do NOT print a return form prior to the agent updating the order.

	=== Adding to order on the fly ===		== Adding to order on the fly ==
	Sometimes, additional equipment needs to be added to the order at pick-up.		Sometimes, additional equipment needs to be added to the order at pick-up.

← Older revision		Revision as of 17:10, 4 August 2020
Line 15:		Line 15:
	2. Visually Inspect the Equipment & take count		2. Visually Inspect the Equipment & take count
	* For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.		* For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.
	* Any accessory NOT included in the kit should have a 0 in the OUT column.		* Any accessory NOT included in the kit should have a 0 in the OUT column.
	* Any accessory missing should be noted in the comment column and ~~a manager should in informed~~ so replacement can be ordered or the item located.		* Any accessory missing should be noted in the comment column and '''Post on slack's #current-rental''' so replacement can be ordered or the item located.
	* Any accessory damaged should be swapped out (if possible) and moved to the repair station. ~~Management should be informed and~~ a note ~~made in the comment~~.		* Any accessory damaged should be swapped out (if possible) and moved to the repair station. make a note on sheet and Post on slack's #current-rental.
	* Additional accessories/items not on the form should be written down on the form and follow the same process.		* Additional accessories/items not on the form should be written down on the form and follow the same process. Post on slack's #current-rental so we can update order.
	* Fabric items should be inspected for tears, rips, holes and noted on the form.		* Fabric items should be inspected for tears, rips, holes and noted on the form.
	* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.		* Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.

	~~When~~ inspected, ~~if a note is made on an item and~~ the item has a asset tag, ~~please note~~ the ~~asset tag # so we can keep track.~~		3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See TBD for details)

	~~3.Test electrical equipment~~
	* Lights should be plugged in to insure they are in working order.
	* Walkies should ~~be turned on and checked~~.

	4. Post Inspection		4. Post Inspection
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	When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.		When the client arrives to pick-up their equipment, grab the clipboard with their order from the Pick-Up column.
	# Verify the Order has BOTH the Agreement & the CCA - Current Opportunities default view has Contract, CCA & Paid column indicating the status.		# Verify the Order has BOTH the Agreement & the CCA - Current Opportunities default view has Contract, CCA & Paid column indicating the status.
	# Verify that the order has been paid for or will be paid for prior to departure.		# '''Verify that the order has been paid for or will be paid for prior to departure.'''
	# Go through the equipment with them, double checking the count in the OUT column.		# Go through the equipment with them, double checking the count in the OUT column.
	# Client is free to test the equipment at the shop to insure it is in working order.		# Client is free to test the equipment at the shop to insure it is in working order.
	# Once satisfied with the entire order, they sign in the signature block.		# Once satisfied with the entire order, they sign in the signature block.
	# ~~Email~~ a PHOTO of all checkout form pages ~~to checkout@jmlrental.com. Subject: CHECKOUT~~ #~~<order number>. This will be used to update the CurrentRMS order with the correct quantity and track the return~~.		# Put a PHOTO of all checkout form pages on the #rental-paperwork slack channel.
	# Move the clipboard to the Returns column.		# Move the clipboard to the Returns column.
	a. A rental agent will update the clipboard with the returns form once the order has been updated in current.		a. A rental agent will update the clipboard with the returns form once the order has been updated in current.