How to work with Equipment in Huma?

Understand the basics of our Equipment module

This is how you add new equipment:

• Click Add equipment
• Click Add equipment type
• Provide a name, description, variants and add an icon and background colour.
• Choose if the one or more of the following is required when registering
  • Start date (i.e. when did the employee receive the equipment)
  • End date (i.e. if you periodically change the equipment)
  • Documentation (if you want invoices/receipts as documentation)

This is how you add equipment to an employee:

• Click Add equipment
• Add a variant (if any)
• Assign the equipment to a person
  • It is also possible to add a note
• Add a start date (if required)
• Click Add

You can now filter on the following statuses:

• Missing documentation
• Expired
• Expiring soon (expiring within less than 90 days)
  
  

You can also filter the view to look at equipment at specific teams and/or locations: