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TW Administration

42 articles
Adding an Administrator to ToolWatch
Adding Employees and Users
Adding a User to ToolWatch
Associating Cost Codes and Cost Centers
Automatically Reassign GPS Assets with GeofencesSet up geofences to automatically reassign GPS tools when they cross jobsite boundaries in ToolWatch.
Benefits of Using Custom Fields in ToolWatch
Configuring Company-Wide Scan Box Settings (Admin Only)Learn how ToolWatch Admins configure company-wide default Scan Box search filters and manage user settings overrides.
Create and Edit a Cost Code
Creating Cost Centers (Video)
Creating Cost Codes (Videos)
Create Lists: Tool, Material, Unit of Measure, Manufacturers (Video)
Creating a New List ItemList Items are customizable and populated with information tailored to your company’s specific needs.
Creating a New User RoleUser roles allow your organization to control who can access specific features and data in the ToolWatch database.
Creating New ToolWatch Records in Bulk Using Data LoaderLearn how to use the Data Loader utility to retrieve blank templates and create new database records in ToolWatch.
Creating Standard & User Employees (Video)
Creating Stock & Non-Stock Locations (Video)
Creating Units of Measure (Video)
Custom Fields Columns & Descriptions in ToolWatch
Data Merge UtilityConsolidate duplicate list entries into a single master record to maintain clean data across the ToolWatch platform.
Deactivating a Location or Restricting TransfersLearn how to change a location's status to inactive or restrict item transfers in the ToolWatch platform.
Employee vs User
Enabling Block Negative InventoryPrevent transfer tickets and pick tickets from creating negative quantities by enabling the Do Not Allow Negative Inventory company setting.
Enable Requisition Browser (Enterprise & Pro)Learn how to enable the Requisition Browser and configure user roles to manage field requests through a pick, purchase, or reject workflow.
Filtering and Searching List Items under Company Lists & SettingsWithin many of the List Item options, you have the ability to easily filter and search.
How to Create Custom Fields in ToolWatch
How to Create a Stock or Job (Non-Stock) LocationToolWatch supports two types of locations that serve different purposes in managing your inventory and equipment:
How to Modify VisibilityAdjust visibility settings to control which lists and categories appear in dropdown menus and the Item Browser.
How to Automatically Reassign GPS Assets with GeofencesLearn how to enable global geofencing and set up location boundaries to automatically reassign GPS assets in ToolWatch.
How to Create Tool, Material, or Template Categories in ToolWatchUse categories to organize your tools, materials, or templates in ToolWatch for easier item tracking and management.
How to Set a Supervisor for a LocationSet a Supervisor for a stock location or job site in ToolWatch Cloud. Supervisors can get notifications for the locations they supervise.
Importing Meter/Mileage Information
Login SettingsFor enhanced security, you can customize your login settings.
Managing Existing Employee ToolWatch Profiles
Numbering
Role Management
Status CodesStatus Codes are used to assign a particular statuses to your tools and equipment.
System Numbering and User Numbering
Tool & Equipment Aging PeriodsQuickly see which tools and equipment have not been scanned, transferred, or counted within a certain period of time within the Item Browser
Types of ListsLists in ToolWatch are customizable and populated with information that supports your company’s specific needs. Throughout the platform, you will see several drop-down lists that help standardize data entry and…
Updating a Company LogoYour company logo can be added to your database.
Updating ToolWatch Records in Bulk Using Data LoaderLearn how to use the Data Loader utility to export, modify, and update existing records in bulk within ToolWatch.
Using the Settings Menu in AdministrationLearn how to use the Administration > Settings section to create and manage categories, units, cost codes, and more in ToolWatch.