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How does a Premium Functionality Employer add and manage allocated items for cardholders?
Allocated items are items which have been allocated to cardholders (from a pre-defined dropdown list) to record items such as personal protective equipment, or other assets, such as laptops, mobile phones etc.
Allocated items are managed from a cardholder's profile.
This instruction applies to the following RIW System User Roles:
- Employer Admin (Premium Functionality Employer)
- Employer Admin - No Payment (Premium Functionality Employer)
Step 1: Log in to the RIW System
Go to https://app.riw.net.au and login using your credentials.
The Search for My People shortcut can be found in two places in the RIW System:
Please be careful with using common data that may generate a large number of results.
Step 7: Allocated Items tab
Click on the Allocated Items tab from the left hand side of the screen.
Step 8: Add an allocated item
To add an allocated item, click on the Add button.
Step 9: Create an allocated item
Complete the Create Allocated Item fields. Leave the Return Date blank. Click on the Save button.
Step 10: Edit or return an allocated item
Repeat all the above steps until Step 8. At this point highlight the allocated item row and click on the Edit button. The Edit an Allocated Item box will appear. Make the appropriate changes and/or complete the Return Date then click Save.
Step 11: Monitor expiries of allocated items
This is performed via the Expiries tab which can be found along the top of the main dashboard, and then clicking on the Allocated Items tab on the left hand side menu.
Step 12: Search for allocated items
The search criteria will narrow the number of items that appear in the results. The Allocated Item Type field will narrow the search results to at particular item type (eg. hi-vis jackets) and the following radio buttons will allow specific view / management of items:
- Show all
- Show forthcoming
- Show expired
Highlighting any row from the search results and clicking on the Edit button will surface the cardholder's profile for editing.
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