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Create and use Transfer Checklists

Transfer checklists allow you to log items that move from one unit to another when a vehicle goes out-of-service. 

Using Transfer Checklists in PSTrax

Summary

Transfer checklists allow users to log equipment that moves from one apparatus to another, especially when a vehicle goes out of service. This feature helps track transferred equipment and ensures that all items are properly accounted for. Transfers can be customized by administrators and viewed within vehicle checks.

Instructions

To transfer equipment between apparatus, use the Actions dropdown and select Transfer Items. Choose the source and destination apparatus, select the necessary items, and log the transfer. Once logged, the transfer will be visible in both vehicle checks. When the transfer is complete, you can close it out, return items, or review completed transfers in the system.

Initiating a Transfer

  1. Access the Transfer Feature:

    • Click on the Actions dropdown.
    • Select Transfer Items.

  2. Choose Source and Destination Apparatus:

    • Select the apparatus that items are being transferred from.
    • Choose the apparatus that items are being transferred to.

  3. Select Items to Transfer:

    • A list of all possible transfer items will appear.
    • Select the specific items you want to transfer.
    • Click Log to record the transfer.
    • (Optional) Add notes to transferred items.

Viewing and Managing Transfers

  1. Check the Transfer Status:

    • Transfers will appear in both the source and destination apparatus records.
    • View transfers in the Vehicle Checks section for each apparatus.
    • A dropdown will display transferred items with details.

  2. Continue or Close Transfers:

    • Navigate to the Transfer Page to manage open transfers.
    • Select Continue Transfer if additional items need to be added.
    • Select Close Transfer if all items have been accounted for.

  3. Returning Items:

    • If items need to be moved back to their original location, use the Return Items option.
    • Log the return and close the transfer if necessary.

Viewing Completed Transfers

  • To review past transfers, go to the Completed Transfers List.
  • View details of all transferred items.
  • Generate a PDF report for documentation.

Following these steps ensures that equipment transfers are accurately tracked, reducing errors and maintaining clear records. If you have any questions, please reach out to help@pstrax.com 

Managing Transfer Checklists

NOTE: You must be set up as a Vehicle / Station Admin to create, edit, and delete Transfer Checklists.

 

Summary

This guide covers how administrators can set up transfer checklists in PSTrax. Transfer checklists allow users to log equipment transfers between units. If you haven't already, we recommend watching the "Using the Transfer Checklist" video to understand how users complete a transfer.

Instructions

Administrators can create and manage transfer checklists by navigating to the Settings section. They can either build a checklist from scratch or copy an existing one from another vehicle or station. Once created, checklists must be activated for users to access them. Users can then log equipment transfers using the checklist.

 

1. Access Transfer Checklists Settings

  • Go to Settings > Vehicle & Station > Manage Checklists.

  • Select the Transfer Checklists page.

  • Here, you will see a list of existing transfer checklists.

2. Create a New Transfer Checklist

  • Click Add Checklist (or similar option).

  • Enter a name for the checklist (e.g., "Medic Changeover 2").

  • Click the drop-down arrow next to the checklist name for more options.

3. Add Checklist Items

  • Choose how to populate the checklist:

    • Build from scratch – Manually add items.

    • Copy from an existing vehicle or station – Select a unit to copy its checklist items.

  • If copying, choose the inventory items to include.

4. Customize the Checklist

  • Click the drop-down arrow and select Full Checklist to edit items.

  • Remove unnecessary sections or individual tasks.

  • Rename checklist items as needed.

5. Activate the Checklist

  • The checklist remains inactive by default.

  • Once finalized, click the drop-down arrow and select Activate.

  • The checklist will now be available for users.

6. Using the Transfer Checklist

  • Users can access transfer checklists in two ways:

    • From the unit page.

    • By navigating to Vehicle & Station > Checklists > Transfer.

  • Select the checklist name and enter:

    • Source Apparatus (unit transferring equipment).

    • Destination Apparatus (unit receiving equipment).

    • Equipment transferred and logged details.

If you have any questions about setting up transfer checklists, please contact help@pstrax.com.