How does a Premium Functionality Employer monitor forthcoming and expired allocated items?


Premium Functionality Employers can monitor the expiry and forthcoming expiry dates of allocated items. 


An allocated item (from a pre-defined drop down list) includes items issued to cardholders, such as personal protective equipment or other assets such as laptops, phones etc,. This function allows companies to monitor issue and manage expiry dates and return dates of assets.



This instruction applies to the following RIW System User Roles: 

  • Advanced Project Admin
  • Employer Admin (Premium Functionality Employer)
  • Employer Admin - No Payment (Premium Functionality Employer) 
  • Employer Admin - Read Only (Premium Functionality Employer) 


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Expiries tab

Click on the Expiries tab which is situated long the top of the screen



Step 3: Allocated Items tab

Click on the Allocated Items  tab on the left hand side of the screen.  This will populate the search results will all allocated items that are expiring or have a forthcoming expiration.



Allocated items that have expired (with Expiry Dates in red) and forthcoming expiries (with Expiry Dates in amber) will be listed.


Step 4: Search and filtering list

A more refined search can be applied to the list by adding search criteria to the fields and clicking on the Search button.   This list can also be filtered by clicking on the Show Forthcoming and Show Expired radio buttons.



Step 5: Cardholder record

A cardholder's record can then be accessed by highlighting a record in the list and clicking the Edit button. This will take you to the cardholders RIW profile.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000151824





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