Modules

On top of the page, there are different modules that allow you to view and maintain information related to it. The modules displayed are determined by the access rights granted to you and the functions defined by the administrator.

Home

Trail homepage. User is able to edit own homepage by selecting different widgets that will help to find and use certain functionalities even more easily and quickly. From 'My profile', you can select which widgets you would like to see in your own homepage. Always remember to save the changes.

Items

Items is the key module in Trail. You are able to see all the items you have in Trail and information of them. Based on department access, some users may see more items than others. Each item will get its own item card from where you can see all the data collected for the item and all of its maintenance and reservation data. If needed, there are also possibilities to add stock model and consumable views. In these views, items will be tracked on quantity level instead of individually.

Following instructions explains the item card and what information can be found from it: Item card

Reports

Reports module shows overall statistics for items, reservation and maintenance quantities and future investments. Based on organisation's settings there can be other reports as well that can be added separately by Trail.

Reservations

Reservation module helps to plan and reserve items to different occasions, such as productions, shows, school projects and plenty more. If needed, you can plan the reservations beforehand to make sure enough items are available for when the reservation is started.

Read more about Trail reservations: Reservations

Maintenance

In Trail it is possible to report and maintain defects of the items. This way all users will know if an item is broken and should not be used for example in a reservation.

It is also possible to create maintenance plans and maintain the items regularly. Based on given information, Trail informs when the items need to be maintained at the latest, to make sure all the equipment are safe and ready for usage. Trail also offers to mark maintenance plans as L.O.L.E.R. that prevents to edit any information of the maintenance after it has been closed.

Read more about Trail maintenances: Maintenances

Admin

Admin module is meant for organisation's key users. The module allows to edit department, category and location information, set on different general settings and allow to add and edit user information. If user needs help with any of this information such as changing user access rights, we recommend contacting your organisation's own key users who have access to this module.