Getting Started with Equipment Management

Equipment Management tracks manikins, AED trainers, AEDs, first-aid kits and any other returnable asset, and can bill for them when they are issued. It is entirely optional — if you do not manage returnable equipment, you never need to open it.

Before You Begin

• Equipment sits under Operate in the left navigation.
• Nothing else in CPR Enroll depends on this module. You can ignore it entirely and the rest of the product works normally.
• If you plan to charge for equipment, decide your rates before you start adding items.

The Summary Cards

Across the top of the page:

The Equipment List

Each row shows the item name, its asset tag (for example EQ-0009), status chips, and a summary line with Category, Condition and — for rentable items — the rate, such as $10/checkout. Items that are out show where they are.

Status chips you will see:

Use the All Status dropdown and Quick search to filter, and the checkboxes on the left for batch actions.

Row Actions

The action menu (⋮) on each row offers Edit, Issue, Log Service and History.

Statuses Across the Lifecycle

Available → Checked Out → Maintenance Needed → Out for Maintenance → Retired.

✔ The flags are automatic. Overdue returns, damaged items and upcoming service dates are all raised for you — you do not need to audit the list manually.

Best Practices

• Adopt one asset-tag sequence and stick to it. Mixed tagging schemes make the list hard to scan once you pass a few dozen items.
• Use the summary cards as your daily check. Needs Service and the overdue count under Checked Out are the two that cost you money if ignored.
• Only mark items Rentable if you actually intend to charge. The chip is a billing trigger, not a label.
• Retire items rather than deleting them, so the history stays intact.

Frequently Asked Questions

✔ That’s the overview. Next, read Adding Equipment and Scheduling Service to get your first items into the system.