Employee Toolbox Report

COMING SOON!

Summary/Use Case

Report Summary

The Employee Toolbox report lists tools assigned to an employee’s toolbox, including brand, part number, condition, last validation details, quantity, and price. Fleet and shop managers can use it to track accountability, validation schedules, and total tool value by employee and facility.

Use Case

  • Verify each mechanic’s toolbox contents and condition for audits or shift handoffs.

  • Plan validation/revalidation by reviewing “Last Validation” and “Next Validation Date” details.

  • Track tool quantities and costs for budgeting, insurance, or loss prevention.

  • Roll up totals by employee and by facility to monitor tool asset value.

Location: Where to Find It

Reports > RTA Standard Reports > Tools > Employee Toolbox

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Data Filter Prompts

You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options

Data Filter List

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Filter Name

Recommended Filter Condition(s)

Value (Options)

Value (Default)

Value (Notes)

Facility

Is Between

1 - 99999

1 - 9999

Full facility range; defaults shown reflect the screenshot

Mechanic Number

Is Between

blank - 9999999999

blank - 9999999999

“blank” represents the first possible mechanic number; the high value represents the last possible

Report Output and Data Elements

Report Output

The Employee Toolbox report shows, per facility and employee, each tool in the employee’s toolbox with brand, part number, condition, last validation date, validator, quantity, and price. The report provides subtotals by employee and grand totals by facility for Qty and Price.

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Report Data Elements

Column Number

Column Title

Data Notes (the purpose of that datapoint)

1

Tool Name

Name/description of the tool in the employee’s toolbox

2

Brand

Manufacturer/brand of the tool

3

Part Number

Supplier or manufacturer part identifier for the tool

4

Condition

Current condition (e.g., New, Used, Good, Very New)

5

Last Validation

Most recent date the toolbox/tool was validated

6

Validated By

User who performed the last validation

7

Qty

Quantity of the tool assigned to the toolbox

8

Price

Unit price or extended price used for totals