E6. Navigating the Equipment Rentals Dashboard

Previous Lesson: Renting an Item in Conjunction with a Facility Rental

This lesson will outline the Equipment Rentals Dashboard. The Rental Dashboard outlines the current Rental Item inventory, upcoming reservations, and current checkout items. The Dashboard is also where staff can check out rented items and check them back in when they are returned.

Video Instruction

Please watch the video to learn about Creating an Equipment Rental Catalog Tab. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Renting an Item From the Catalog.

How to Apply

While learning how to utilize the Equipment Rentals Dashboard, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.

Please complete the following:

Familiarize yourself with the Equipment Rental Dashboard

Practice checking equipment out and back in

Additional Resources

Here are helpful articles about Rental Items for your reference:

• View Checked-Out Inventory for Equipment Rentals

• View Upcoming Equipment Reservations

• Return an Item from the Equipment Rental Dashboard

• View Equipment Inventory from the Dashboard

• Update Equipment Inventory from the Item List

• Change Your Location

• Check-Out Inventory for Equipment Rentals

• View Upcoming Equipment Rental Reservations

• View Checked-Out Inventory for Equipment Rentals

• Update Equipment Inventory from Item List

• Equipment Rental Reports

• View Equipment Inventory from Item List

• View Equipment Inventory from Reporting

Related Lessons

If you are interested in learning more, try completing these lessons:

• Catalog Tab Setup

Module Complete: Return to the Training Library