Staff member statuses
These statuses show how far a staff member’s allocation has progressed.
| Status | Short definition | Related actions | Where to set it up |
|---|---|---|---|
| Nothing to assign (Rien à attribuer) | No assignment is currently recorded for the staff member. | Check their needs and assign the items required. | No direct setting: manage assignments in their record. |
| Assigned (Attribué) | Items are assigned and still have to be handed over to the staff member. | Prepare, then record the handover. | No direct setting: Opérations › Attributions (Operations › Assignments) and Opérations › Remises (Operations › Handovers). |
| Partly received (Reçu partiellement) | The staff member has received part of their allocation. | Hand over the remaining items. | No direct setting: Opérations › Remises (Operations › Handovers). |
| Equipped (Équipé) | The staff member has received their whole allocation. | Keep track of the items they hold. | No direct setting: view their record. |
| Return in progress (En restitution) | The allocation is being returned. | Record returns and deal with the remaining items. | Managed in Opérations › Retours (Operations › Returns). |
| Cleared (Soldé) | The allocation has been fully closed. | View the history and the closing documents. | View the staff record and Opérations › Attestations › Solde (Operations › Acknowledgements › Clearance). |
| Uncleared leaver (Départ non soldé) | The staff member has left, but at least one item has been neither returned nor recorded as lost. | Account for the remaining items to complete the clearance. | Managed in Opérations › Retours (Operations › Returns); tracked in Tableau de bord (Dashboard) and Rapports › Départs non soldés (Reports › Uncleared leavers). |
Nothing to assign (Rien à attribuer)
- Definition
- No assignment is currently recorded for the staff member.
- Related actions
- Check their needs and assign the items required.
- Where to set it up
- No direct setting: manage assignments in their record.
Assigned (Attribué)
- Definition
- Items are assigned and still have to be handed over to the staff member.
- Related actions
- Prepare, then record the handover.
- Where to set it up
- No direct setting: Opérations › Attributions (Operations › Assignments) and Opérations › Remises (Operations › Handovers).
Partly received (Reçu partiellement)
- Definition
- The staff member has received part of their allocation.
- Related actions
- Hand over the remaining items.
- Where to set it up
- No direct setting: Opérations › Remises (Operations › Handovers).
Equipped (Équipé)
- Definition
- The staff member has received their whole allocation.
- Related actions
- Keep track of the items they hold.
- Where to set it up
- No direct setting: view their record.
Return in progress (En restitution)
- Definition
- The allocation is being returned.
- Related actions
- Record returns and deal with the remaining items.
- Where to set it up
- Managed in Opérations › Retours (Operations › Returns).
Cleared (Soldé)
- Definition
- The allocation has been fully closed.
- Related actions
- View the history and the closing documents.
- Where to set it up
- View the staff record and Opérations › Attestations › Solde (Operations › Acknowledgements › Clearance).
Uncleared leaver (Départ non soldé)
- Definition
- The staff member has left, but at least one item has been neither returned nor recorded as lost.
- Related actions
- Account for the remaining items to complete the clearance.
- Where to set it up
- Managed in Opérations › Retours (Operations › Returns); tracked in Tableau de bord (Dashboard) and Rapports › Départs non soldés (Reports › Uncleared leavers).