After the initial setup for Onix Tool Store is completed, you can choose a usage mode that best suits your work:
- Self-service: In this mode, you are a USER who can perform equipment check-in, check-out and edit personal profile on your own.
- Served: In this mode, you are an OPERATOR who can:
- Perform equipment check-in, check-out and edit profiles for other employees in your company.
- Connect and configure scanners.
Related articles:
1. Self-service mode
1.1. Identify yourself
On the first time you use the new Onix Tool Store, you enter Self-service mode by default. If you’re in Served mode and want to switch: Open the Menu from the top left → Choose Sign out → You will enter the Self-service mode immediately.
To start identifying yourself:
- Depending on your company’s settings for Onix Tool Store, choose the suitable identification method and enter the PIN/Password (if required).
- If you have not got an account in Onix system, select Email and follow the on-screen instructions to create a new Onix Tool Store user account.
1.2. Check out equipment
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In the Action screen, tap on Check out → Add equipment to cart by scanning OR searching from the list of equipment at your current location or area.
- For stock and consumable equipment, enter the number of items to be checked out.
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In the cart, tap on any equipment to view its details or remove it from the cart.
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Tap on Continue after you’ve done adding equipment to cart → Enter the expected return date and place to be used → Continue.
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Review information → Click on the top-left icon to edit place to be used or expected return date of equipment → Continue to complete check-out process.
Onix Tool Store will automatically sign out of your account after 30 seconds, leaving the app ready for the next user.
Important note:
Equipment cannot be checked out if it has:
- NC issue(s), or
- Overdue RC issue(s), or
- Overdue mandatory inspection.
1.2. Check in equipment and create issue
- In the Action screen, tap on Check in → Add equipment to cart by scanning OR searching from the list of equipment at any location or area.
- You can select another suitable view to find equipment more easily by tapping on the view’s name All equipment on the header.
- In the cart, tap on any equipment to view its details, remove it from the cart or create a new issue.
- By default, the issue owner is the current working location. The new issue always has NC status and is marked as To do.
- Tap on Confirm to complete equipment check-in.
1.3. Edit profile
If you’re using Self-service mode, you can edit your own profile.
- In the Action screen → Edit profile.
- Change user’s name, pin code (if applicable) or connect the profile to a new ID card.
1.4. Send and receive project equipment
Send equipment
Scan equipment to deliver items as planned in project requests.
- Open Onix Tool Store in self-service mode > Choose an identification method to authenticate yourself.
- Select Send & Receive > Select a project. The number of unpicked equipment in open requests is shown for each request.
To start scanning, select a single request or press the Scan button and select multiple requests.
- If you’re scanning for multiple requests, scanned equipment will automatically be sorted into the relevant request.
- To remove any equipment from a request, select the relevant items > Delete.
- To reset picking, select the Reset button.
Once the picked quantity reaches the planned quantity, the request will automatically change to “Picking completed.” You can also adjust the request’s stage manually.
After you finish picking equipment into requests, select Finish picking to stop scanning.
Receive equipment
- Scan equipment to mark them as returned in project requests.
- Open Onix Tool Store in self-service mode > Choose an identification method to authenticate yourself.
- Select Send & Receive > Receive.
Start scanning equipment.
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Scanned equipment will automatically be identified and get their return status updated in the relevant request.
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After you finish scanning, select Receive to close the scanning. The system will automatically match each returned item to its request and update the return status.
2. Served mode
2.1. Enter Served mode and select user
In the Served mode, you become an operator who can do equipment check-in/check-out on behalf of another employee and manage user profiles at your company.
REQUIREMENTS:
- Have an active Onix Work user account in your company.
- Be assigned a role and license that enables FULL ACCESS on Manage Tool Store privilege.
To enter Served mode:
- Tap on the hamburger icon on the header → select Switch to Served mode.
- Log into your Onix Work account → You will be directed to the User selection screen.
To select a user, there are 2 ways:
- Search and select a user by scanning their ID card, or inputting their information in the search box.
- If you need to create a new Onix Tool Store user: Tap on the + button on the header’s top right → Enter relevant information → Save.
2.2. Perform equipment check-in and check-out
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You must first search and add equipment to the cart. Do this by scanning or inputting in the Search box.
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Switch between the equipment views to expand or narrow your search.
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After adding all the equipment to the cart, adjust the details of each equipment. You can also do this on more than one equipment by selecting them first:
- Choose the relevant action (Check in/Check out).
- Fill in the additional info: Return date, Placed to be used and Comment.
- For stock and consumable equipment, enter the number of items to be checked out.
- For checked-in equipment, create issue by tapping on the 3-dot button and select the relevant option.
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Tap Complete when you’ve done all the necessary changes.
Important note: Equipment cannot be checked out if it has:
- NC issue(s), or
- Overdue RC issue(s), or
- Overdue mandatory inspection.
2.3. Edit a user’s profile
If you’re using Served mode, you can edit profile of the user which is currently selected.
- In the Action screen → Edit profile.
- Change user’s name, pin code (if applicable) or connect the profile to a new ID card.
2.4. Configure and test scanners
Tap on the hamburger icon on the top left → Settings:
- Scanner configuration: Connect or disconnect scanners and adjust their sensitivity.
- Test scanner: Scan to ensure your scanner is working properly.