EquipPoint support

Install, set up and test

About 20 minutes. You need SharePoint Online in Microsoft 365, a SharePoint administrator for step 1, and a site owner for the rest. No Microsoft Graph permission, no extra licence and no key are needed.

1. Add the app. A SharePoint administrator adds EquipPoint to the tenant app catalog and deploys it (or adds it to one site from Site contents, New, App).
2. Add the web part. On a modern team or communication site, create a page, add the "EquipPoint Asset Management" web part (toolbox group Advanced) and publish the page. A full-width section, or a single-part app page (full-page app), gives the most room.
3. Run the set-up wizard. Open the page as a site owner. Give the register a name, choose the register owner, add one school or site with a short code (for example ELM) and choose Set up EquipPoint. It creates the EquipPoint lists and libraries on this site in about a minute.
4. Use every feature for 14 days. Every new EquipPoint register includes a 14-day evaluation of every feature, with no key, counted from set-up. After that, without a licence key the register is read-only: you can still search and open every asset and its history, and nothing is lost.
5. Try it end to end. Add a few assets. Choose Scan and type an asset number in the "Handheld scanner or code" box, or use a camera. Select assets and choose Print labels to make a PDF label sheet. Check one out to a colleague with a due date and "Sign now on this device": the PDF receipt is saved in the EquipPoint Documents library. Start a stocktake, scan or type a few asset numbers, and close it to see what was found and not found.
6. As a site member. Open the same page and choose My kit: the asset checked out to you is listed with its due date and receipt.

Microsoft Teams, Viva Connections and phones

• Teams: an administrator selects EquipPoint in the tenant app catalog and chooses Add to Teams (Sync to Teams in the classic app catalog). Then add EquipPoint as a tab in a channel of a team whose site has EquipPoint set up (a shared or private channel uses its own SharePoint site), or open the EquipPoint personal app for My kit and paste the address of the site where EquipPoint is set up.
• EquipPoint not in Teams? If it does not appear after Add to Teams, or SharePoint says it is blocked in the Teams admin center, your tenant keeps new custom apps blocked. A Teams administrator allows it in the Teams admin center: Teams apps, Manage apps, EquipPoint, Allow, and makes it available to everyone.
• Viva Connections: edit your dashboard and add the EquipPoint card: it shows how many items each person holds and how many are overdue, and opens My kit and the scanner.
• Phones: open the same page in the SharePoint or Teams mobile app. Scan uses the phone camera or, in Teams, the Teams scanner, and needs permission for the camera. A label scanned with the phone's own camera opens your EquipPoint page, and the asset after Microsoft 365 sign-in. NFC tags need Chrome on Android.
• Printers: labels are PDFs for any printer. Zebra and DYMO label printers are optional and need the maker's own software on the computer.