Getting Started - Utilities Setup

Updated by Cheryl Wallace

Previous Step: Getting Started - Location Setup

This step applies to all ToolHound implementations.

Consult your implementation guide!

  1. Add Roles for users.

Roles define a set of permissions to perform tasks, view and edit information as well as available reports. The default Role in ToolHound gives full access to all functions in the application and is not editable. Each Role can be assigned to multiple users and generally represents a type of User or set of responsibilities (e.g. Tool Crib Operator, Craft Supervisor, Foreman, Purchasing, Repairs, etc.).

Create roles for other users. Remove any undesired permissions and menu options for new roles.

If the ToolHound 6 Kiosk is licensed, consider creating a role and user specifically for use with the Kiosk.

Review during training or see this link.

  1. Add Links for Roles, if using. 

Links for Roles is used to assign the same link, or set of links, on the Home page to all users sharing a role. This ensures that everyone is accessing the same site or information.

Review during training or see this link.

  1. Add User accounts.

Create User accounts, or logins, for everyone who will be using the software.

Confirm the number users licensed total. Admin counts as one of these licensed users. Mobile Only users do not count against licensed users.

If the ToolHound 6 Kiosk is licensed, consider creating a role and user specifically for use with the Kiosk.

Review during training or see this link.

  1. Add Cost Codes, if applicable.

Cost Codes can be used, usually in conjunction with Jobs and Sub Jobs, for Issue/Return transactions, Transfers, Purchase Orders, etc. These can also be added after "Go Live".

Review during training or see this link.

  1. Print Cost Code Barcodes, if using.

For quicker data entry when using wedge scanners or the ToolHound Mobile app, print Cost Code bar codes.

  1. Add Jobs & Sub Jobs, if applicable.

Job and Sub Jobs can be used for Issue/Return transactions, Transfers, Purchase Orders, etc. These can also be added after "Go Live".

Review during training or see this link.

  1. Print Jobs & Sub Jobs, if using.

For quicker data entry when using wedge scanners or the ToolHound Mobile app, print Jobs & Sub Jobs, print Job & Sub Job bar code.

  1. Configure any Approval Processes, if applicable.

Define one Approval Process for each Document Type within a Visibility structure (e.g. If a PO is above $1,000.00 it must be approved by a specific User).

Review during training or see this link.

  1. Configure any Notifications, if applicable.

Define the text for automatic email Notifications to be sent to specific Users or email addresses according to certain conditions (e.g. a Purchase Order is ready for approval). Notifications can be used in conjunction with Approval Processes. These can also be added after "Go Live".

Review during training or see this link.

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Next step: Getting Started - Personnel Setup

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Overview: Getting Started - Implementation Step Summary

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