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Summary/Use Case

Report Summary

The Tools in Use report provides an overview of all tools currently checked out within a facility. This report lists each tool, its status, user information, and checkout details. A fleet manager would find this report useful to monitor tool usage, track check-out durations, and ensure accountability in tool management.

Use Case

  • Track active tool usage across various facilities.

  • Identify which tools are in use, available, or under repair.

  • Determine the duration of tool check-outs for accountability.

  • Monitor tool status to plan maintenance or replacements.

  • Ensure compliance with tool usage policies.

Location: Where to Find It

Reports > RTA Standard Reports > Tools In Use
(Please add the location screenshot provided)

Data Filter Prompts

You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options.

Parameter List

image-20241112-210426.png

Parameter Name

Value (Default)

Value (Notes)

Hide Tool Details?

False

This parameter will show tool details if marked ‘False’, otherwise, only the first line of the tool record will be shown

Data Filter List

image-20241112-210626.png

Filter Name

Recommended Filter Condition(s)

Value (Options)

Value (Default)

Value (Notes)

Tool

Is Between

First possible to last tool

First possible to last tool

Use first and last tool numbers available

Tool Status

Not Equal To

blank

blank

Excludes specific statuses if needed

Report Output and Data Elements

Report Output

The Tools In Use report displays a list of tools by facility, showing each tool's details, including description, status, checkout details, and usage duration, as well as other miscellaneous information about the tool.

Report Data Elements

image-20241112-212220.png

Column Number

Column Title

Data Notes

Included in Tool Details?

1

Number

Unique identifier for each tool.

Yes

2a

Description

Provides detailed information on each tool.

Yes

2b

Type

User defined ‘Type’ for tool grouping

No

2c

Serial Number

Serial number for tool

No

2d

Manufacturer

Manufacturer of the tool

No

2e

Warranty

Warranty information for the tool

No

2f

Elec Rate

Electrical rating

No

2g

Comment

Entered comment for the tool

No

2h

Checked Out

Count of times checked out

No

3

Status

Current usage status (e.g., In Use, Repair).

Yes

4a

CO Date

Date the tool was last checked out.

Yes

4b

Purchase Date

Date the tool was purchased.

No

4c

Purchase Order

Order reference number associated with the purchase.

No

4d

Price

Purchase price of the tool.

No

4e

Vendor #

Vendor reference number for the purchase.

No

4f

Invoice #

Invoice number associated with the purchase transaction.

No

4g

Total Check-Out Time

Total duration the tool has been checked out (Days-Hours-Minutes)

No

5

CO User

User who checked out the tool.

Yes

6

Name

Facility name or responsible person.

Yes

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