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

When onboarding is completed and all or the majority of your information is in place, it is now time to

- Book your Training -