Kit Manager - Admin
1) Setup: Add People, Equipment & Qualifications
Master lists
Add person
Add equipment
Equipment parent + children
When assigning kit, you can tick the parent to select all children, then untick any child you don't want.
If you untick children while the parent stays ticked, it will be treated as a kit exception and will be shown/warned about on bookings and staff overview.
If you untick children while the parent stays ticked, it will be treated as a kit exception and will be shown/warned about on bookings and staff overview.
Equipment catalogue (delete)
Deleting a parent deletes the parent set and all its children. Deleting a child deletes just that child.
Deleting removes from all people and job requirements (future bookings re-checked).
Add qualification
Qualifications catalogue
Deleting removes the item from all people and job requirements (future bookings re-checked).
2) Assign Equipment & Qualifications to People
Select a person and tick what they have
Equipment they have
Tick items and set quantities (defaults to 1).
Qualifications they have
How this affects bookings
When you save changes to a person's equipment/qualifications, any future bookings for that person
are automatically re-checked and flagged if they no longer meet requirements.
Availability: a person cannot be double-booked on the same date.
Kit exceptions: if a person has a parent kit selected but unticks specific children, you’ll get a warning during booking checks, and those missing items will appear in staff + booking overviews.
Availability: a person cannot be double-booked on the same date.
Kit exceptions: if a person has a parent kit selected but unticks specific children, you’ll get a warning during booking checks, and those missing items will appear in staff + booking overviews.
3) Define Jobs & Check / Assign Bookings
Check first, assign second
Define a job
Required equipment (tick + quantity)
Tick required equipment and set the quantity required (defaults to 1).
Required qualifications (tick)
Booking workflow
Pick enough additional people to reach the instructor count. Availability + kit/quals are checked for everyone.
Booking kit quantities
Defaults come from the job. You can override quantities for this booking.
4) Overviews
People and jobs side-by-side
People overview
Jobs overview
Bookings
Only created when you click Assign booking.
Future bookings get flagged if kit/quals change. (Also flags conflicts if someone ends up double-booked via import.)
Archive: Past bookings (before today) appear in the Archived Bookings section below.
Archive: Past bookings (before today) appear in the Archived Bookings section below.
Archived bookings
Past bookings (before today). These remain editable/deletable for record keeping.
Edit