Set up Onix Tool Store from Onix Work

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Use Onix Tool Store to check out and return equipment for a selected location or area using RFID or QR codes. You can set up the app and manage its devices, checkout rules, and users from Onix Work.

Prerequisites

To complete the initial setup, configure a device, or create checkout rules, you need an Onix Work account and Full access to the Manage device privilege.

To manage Onix Tool Store users, you need Full access to the Manage users and roles privilege.

Complete the initial setup

After installing Onix Tool Store:

1. Open Onix Tool Store and sign in with your Onix Work account.
2. Select the default language for your company.
3. Select the company, location, and area where the device is used.
4. Enter a name that identifies the device.

Note: You cannot change the device name after setup. To use a different name, you must uninstall and reinstall Onix Tool Store, then repeat the initial setup.

Configure device settings

Configure the default data, alerts, functions, and identification methods for an Onix Tool Store device.

1. In Onix Work, go to Settings > Licenses > Device management.
2. Select the device.
3. Update the relevant settings.

General

Field	Description
Device ID	The unique identifier assigned automatically to the device for each application.
Device name	The name entered during the initial setup of the Onix Tool Store device.
Device license	The license assigned to the device.
Active status	Determines whether the device is in use.
Default language	The default language for all users at your company.

Default data and alert

Field	Description
Location, Area	The location and area used when equipment is checked out or checked in.
Default number of days to expected return date	Sets the equipment’s expected return date after checkout. Users can enter a different number during checkout.
Auto-confirm (seconds)	Automatically confirms a user’s selection after the specified interval. Enter 0 to require manual confirmation.
Due equipment alerts (interval)	Determines how often users receive email notifications about overdue equipment.
Checkout alerts (interval)	Determines how often designated recipients receive notifications when equipment is checked out from the device.
Checkout alert recipients	The email addresses that receive checkout alerts.

Function

Field	Description
Check out/in	Allows equipment checkout and check-in from the device’s location and area
Send & Receive	Allows handling of equipment in rental and transfer projects.
QR scanning, RFID scanning	The scanning methods available in the device.

Identification

Define which identification methods are available on the device, and whether each method requires a PIN or password.

• Scan ID card
• Enter employee ID
• Enter mobile phone
• Enter email

Configure checkout rules and settings

Automatically add job intervals upon checkout

Set up checkout rules to automatically add one or more job intervals when equipment is checked out. You can apply a rule by control category and link it to specific Onix Tool Store devices.

To create a checkout rule:

1. In Onix Work, go to Settings > Licenses > Device management
2. Select a device
3. In Checkout rules, select Manage checkout rules > New rule
4. Enter the rule name, applicable control categories and select Create.

After creating the rule, you can define one or more job intervals:

1. In the rule, select Add interval
2. Define the interval’s details and whether to enable Remove on check-in
   • When enabled, the job intervals are removed from the equipment when it is checked in.
   • When disabled, the job intervals remain on the equipment until they are removed manually.

To link the checkout rule to an Onix Tool Store device:

1. In the device details, select Add under Checkout rules.
2. Choose the rules that apply to the device.

Alternatively, in the checkout rule details, select Link to Onix Tool Store devices and choose the devices that the rule applies to.

Prevent checkout of equipment with overdue preventive maintenance

Prevent equipment with overdue preventive maintenance from being checked out in Onix Tool Store or Onix Worker. When enabled, this setting applies to checkouts on all devices in your company.

1. In Onix Work, go to Settings > System setup > Delivery and job.
2. Under Check out, turn on Prevent checkout of equipment with overdue preventive maintenance.
3. Choose whether the setting applies to all control categories or only selected control categories.
4. If you choose selected control categories, select the categories to which the setting applies.

Manage Onix Tool Store users

To manage Onix Tool Store users:

1. In Onix Work, go to Settings > Users and Roles > Onix Tool Store users.
2. Select a user or create a new user.

The page lists each unique Onix Tool Store user account. From here, you can:

• Create users.
• Edit user information or change a PIN code.
• Delete users.