POR One Pre-Check

Use the Pre-Check feature in POR One to prepare serialized and bulk items for upcoming rentals and automatically update your Elite Reservation.

Topics included in this article

• View Upcoming Reservations

• Access and Pre-Check Reservations

• Add Notes and Submit Pre-Check

• Understand Automatic Updates and Revalidation

View Upcoming Reservations

Access the Reservation List

• Open the POR One mobile app on your device (version 2025.04 or higher).
• Tap the Pre-Check icon on the home screen. This icon is visible only if you have the required mobile permissions enabled in Elite.
• The app displays a centralized list of Reservations scheduled for pickup or delivery within the next three business days (today, tomorrow, and the day after).
• Reservations remain on the list until they are pre-checked, fall outside the three-day range, or their status changes.

Sort and Filter the List

• By default, the list is sorted by start date, showing the most recent Reservations first.
• You can also sort the list by Reservation number.
• Use the search bar to locate a Reservation by number.
• Use the store filter to limit the list by location; the app defaults to your assigned store.

Access and Pre-Check Reservations

Pre-Check Serialized Items

1. Tap the serialized line item.
2. Select the specific serialized unit by scanning its barcode or choosing from the available list.

Pre-Check Bulk Items

1. Tap the bulk line item.
2. Use the quick check-off mechanism to confirm and record the quantity prepared for the Reservation.

Open Reservation Details

• Tap a Reservation in the list to open and view its full details, including history, line items, and any attached images.

Add Notes and Submit Pre-Check

• Use the Notes section to add information relevant to the pre-check process. You may include details such as equipment condition or the physical location of the staged item. 
• After verifying all items:
  1. Tap Submit to complete the Pre-Check.
  2. A Call Log entry is automatically generated in Elite for the associated Reservation. 
  3. The selected serialized items and adjusted bulk quantities are updated on the Reservation in Elite.

Understand Automatic Updates and Revalidation

• If an item is added or removed after submission:
  • The system will revalidate the Reservation, and
  • The Reservation will reappear in the Pre-Check list, indicating that a new pre-check is required. 

More Information / FAQ

Q: What is POR One Pre-Check?
A: A POR One feature that allows you to prepare serialized and bulk items for upcoming Rentals, ensuring everything is ready for pickup or delivery.
    

Q: Why should I use Pre-Check?
A: It improves equipment readiness, boosts dispatch efficiency, ensures inventory accuracy, and completes the rental chain of custody.
    

Q: Who can use Pre-Check?
A: Users with POR One Basic or Advanced licenses and the appropriate mobile permissions enabled through Elite.
    

Q: How do I access Pre-Check in POR One?
A: Tap the Pre-Check icon on the mobile app home screen. It appears once the feature is enabled for your user account.
    

Q: What Reservations appear in the Pre-Check list?
A: Only Reservations scheduled for pickup or delivery today, tomorrow, or the day after (next three business days).
    

Q: Can I add notes to a Pre-Check?
A: Yes, use the Notes section to record any relevant comments.
   

Q: What happens if I complete a Pre-Check and then the Reservation changes?
A: The Reservation will be flagged for re-check and will return to the Pre-Check list to ensure all new items are also prepared.
    

Q: Can I search and filter the list?
A: Yes. You can search by Reservation number and filter by store. Sorting is available by start date or Reservation number.
    

Q: What if I don’t pre-check a Reservation?
A: It will stay on the list until it is either completed, expired from the three-day range, or its status changes.