Adding, Editing, and Deleting Item Kits

1. Tap the  icon in the upper right corner of the app.

2. The Menu opens. Tap the Admin option.

3. The Admin menu opens. Tap the Item Catalog option.

4. The Items accordion menu opens. Tap the ItemKits option.

5. The Item Kits listing opens. From here, you can ADD, EDIT, or DELETE item kits.

6. To add an item kit:

7. 
   

   1. Tap the "+" button in the lower right corner of the screen.

   2. The Add Item Kit dialogue opens. Enter a Name (required) and a description (optional) for the item kit. Tap the "+" button to add items to your kit.

   3. The Add Item to Kit dialogue opens, displaying the following item category icons across the top:

      1. Equipment Items:Tap this icon to view a listing of available equipment items (e.g. Excavator) and their associated cost.

      2. Labor Items: Tap this icon to view a listing of labor items (e.g. Excavator Operator) and their associated cost.

      3. Material Items: Tap this icon to view a listing of available material items (e.g. 10 Yd. Dumpster) and their associated cost.

      4. Subsidiary Items: Tap this icon to view a listing of available subsidiary items (i.e. items that do not fall into the above categories, but that are needed for completing a particular task or project) and their associated cost.

If a needed item does not display here, it will need to be added to the items listing and then added to the kit. Learn more about adding items here.

Tap the relevant icon to view that section's listings, then tap an item to add it to the item kit.

d. That item now appears in your item kit. To add more items, tap the "+" button to return to the Add Item to Kit screen. Continue this process until all of the necessary items have been added. To remove items, tap the Delete icon to the right of that item. Note that only users with the SC Cost Visibility permission will be able to view or edit cost detail for any items.

e. Once all of the necessary items have been added, tap the Checkmark button to proceed or the "X" button to cancel.

f. The new item kit now appears in the Item Kit Listing.

7. To edit an item kit:

   1. Tap the Additional Options dots on the right side of the item kit.

   2. The Additional Options dropdown menu opens. Tap the Edit option.

   3. The Edit Item Kit dialogue opens. From here you can:

+ Toggle the item kit to Inactive Status
  + Modify the Name or Description
  + Add items to the kit using the "+" button
  + Delete items from the kit using the Delete button

d. Once all desired changes have been made, tap the Checkmark button to proceed,

or the "X" button to cancel.

8. To delete an item kit:

a. Tap the Additional Options dots on the right side of the item kit you wish to delete.

b. The Additional Options dropdown opens. Tap Delete.

c. You will be asked if you're sure you want to delete this item kit.

Tap the Checkmark button to proceed and the "X" button to cancel.