Onboarding Overview

Onboarding Overview

To move through onboarding section, you only need to enter one item per section (such as a staff member, location, or product). Don’t worry if you don’t have everything ready—additional information can always be added later.

Here’s what you’ll need:

1. Categories

  • Add or adjust Custom Fields, Product Categories, Budget Categories, Asset Categories, etc.

2. Security Roles

  • Default roles: Admin or Staff (custom roles available)

  • Set Permissions: View or Full edit for each section


3. Staff Members

  • First Name, Last Name, Email, Role

4. Vendors

  • API integrations available with Life Assist and Medline

    • Life Assist: Provide your account number and notify them you’re using StationStok so they can enable the API.

    • Medline: Provide your account number and we’ll coordinate with them.

5. Products & Vendor Pricing

  • Manufacturer SKU or Description, Custom Name, GUDID, Special ID

  • Vendor, Part Number, Price, Unit of Measure, Unit Size

6. Locations

  • Locations include Stations and Vehicles

  • Sublocations can include compartments, closets, EMS bags, NarcBoxes, 'All Location Products', etc.

  • Assign Products to Locations

    • Products can be assigned ONLY to Sublocations


7. Checklists

  • Create Checklist items under Groups as needed


8. Budgets

  1. Define spending limits for different departments and categories
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​When onboarding is completed and all or the majority of your information is in place, it is now time to

- Book your Training -