Getting Started implementing ToolHound 6

15 articles

Getting Started - Start Here

This is your starting point to drive the ROI on your ToolHound 6 subscription. Our Support team will assist you to arrive at a successful Go Live by providing you with a sequence of steps tailored to…

Updated by Cheryl Wallace

Getting Started - Implementation Step Summary

This is an overview of the sequence of steps to implement ToolHound. While not every step will apply to your organization, the steps must be completed in sequence.

Updated by Cheryl Wallace

Getting Started - Onboarding Meeting

This step applies to all ToolHound implementations. The onboarding meeting is essential for ensuring you have a clear idea of what next st…

Updated by Cheryl Wallace

Getting Started - Installing ToolHound On-Premise

This step applies to ToolHound On Premise implementations only. If you are using ToolHound Cloud, proceed to Getting started - Review Company Setti…

Updated by Cheryl Wallace

Getting Started - Review Company Settings

Log in. Review Company Settings. Review the Company Information, Options, and Email configuration created during the registration of your ToolHound database. - The Company Information includes identi…

Updated by Cheryl Wallace

Getting Started - Location Setup

This step applies to all ToolHound implementations. Consult your implementation guide! Add Location Types, if using. ToolHound comes out-of-t…

Updated by Cheryl Wallace

Getting Started - Utilities Setup

This step applies to all ToolHound implementations. Consult your implementation guide! Add Roles for users. Roles define a set of permissions to perfo…

Updated by Cheryl Wallace

Getting Started - Personnel Setup

This step applies to all ToolHound implementations. Consult your implementation guide! Add Employers. A minimum of one Employer must be added. Employ…

Updated by Cheryl Wallace

Getting Started - Inventory Setup

This step applies to all ToolHound implementations. Consult your implementation guide! Add custom Inventory Types, if using. Inventory types are broa…

Updated by Cheryl Wallace

Getting Started - Transaction Setup

This step applies to all ToolHound implementations. Consult your implementation guide! Add custom Return Statuses, if using. Create customized Return…

Updated by Cheryl Wallace

Getting Started - Service Setup

This step applies when the Service module has been licensed. If this module is not licensed, proceed to Getting Started - Purchasing. Consult your…

Updated by Cheryl Wallace

Getting Started - Purchasing Setup

This step applies when the Purchasing module has been licensed. If this module is not licensed, proceed to Getting Started - Transaction Rental Setup.…

Updated by Cheryl Wallace

Getting Started - Transaction Rental Setup

This step applies when the Transaction Rental module has been licensed. If this module is not licensed, proceed to Getting Started - Transfer Rental…

Updated by Cheryl Wallace

Getting Started - Transfer Rental Setup

This step applies when the Transfer Rental module has been licensed. If this module is not licensed, proceed to Getting Started - "Go Live"…

Updated by Cheryl Wallace

Getting Started - "Go Live" Check List

Now that all data has been entered and your ToolHound system has been configured to function best for your organization, review this final chec…

Updated by Cheryl Wallace