User instructions
Receive equipment and record final placement
Nothing disappears between the manifest and inventory
A manifest refers to existing inventory item records. Do not import or create another copy when those items arrive. Receipt and final placement update the same item identities, keeping certificates, pictures and maintenance links attached.
| Stage | Meaning |
|---|---|
| Draft / Ready | The manifest is prepared; equipment has not been recorded as dispatched. |
| In transit | Actual dispatch is recorded; the destination has not confirmed physical receipt. |
| Received — awaiting placement | The recipient confirmed physical receipt into a holding area. The item is visible in Receiving & placement, not marked available at a guessed final location. |
| Placed in inventory | The recipient recorded the final location or box. Normal available items leave the receiving queue. Quarantine is separate and remains until an authorised release. |
Confirm what physically arrived
- Open the dispatched manifest. Select only the complete root items or intact box groups that physically arrived, then choose Receive selected.
- The receipt form defaults to Holding area — place in inventory later. Enter the actual receiving area, UTC receipt time, condition and note. Confirm the manifest number and save.
- The saved receipt records custody at the destination. Other unreceived groups remain In transit. Follow Receiving & placement to see received groups still needing a final position.
When the equipment is already in its final position, choose Final location — record placement now in the receipt form and enter that actual location. This is an explicit alternative; receipt does not silently assume the holding area is final. Older receipts made before this workflow are retained as recorded and are not converted into pending work.
Put received equipment away
- Open Admin → Fleet & manifests → Receiving & placement…, or the Receiving & placement link in the browser Fleet navigation.
- Review the manifest, receiving site, current holding area, receipt time and number of item records in each group. On the PC, select one or more complete groups from the same manifest and receiving site; on the phone, open one group with Place in inventory.
- Choose a standalone final location, or an available destination box in the same inventory list at the receiving site. A received box keeps its own contents when placed inside another box. Quarantined stock must stay in a separate location, not an available box.
- Enter the actual UTC placement time and a note, review the groups and destination, tick the confirmation and save. The whole placement is saved together. A changed item or box requires a new preview; no partial move is reported as successful.
- Check the updated asset and manifest. The receiving entry disappears only after the final placement is saved; the original manifest line retains its receipt and placement details. Close the shipment after every dispatched group is settled and every pending placement is recorded.
Returns, damage and interruptions
A physical return can also be received into an origin holding area and placed later. Damaged receipts remain quarantined. Putting them in a quarantine store records their position but does not release them; a quarantine release before placement still leaves final placement outstanding. Missing or short box contents remain an unresolved shipment exception, not a completed receipt.
Fleet forms need a hub connection. After an uncertain response, inspect the manifest or refresh the receiving list before repeating the action. Retrying the same saved operation does not move equipment twice. Full project backups and history-bearing Fleet transfers retain pending receipts, final placement details and history. No arrival, position or physical action is inferred from a planned date.