Check-out Asset

  • Last Created On Jul 11, 2023
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You can check-out assets to employees or customers or other assets or locations or projects.

Show the Check-out button only when the asset has a state of type Deployable.

After each check-out or check-in, the action is recorded in the History tab in the asset details.

Check-out 

  • Step 1. Go to Assets menu under Fixed Equipment module from the left sidebar
  • Step 2. Select an asset and click on Check-out button.

  • Step 3. In the Check-out popup, fill in the following detail 

    1. Select the Status : Ready
    2. Check-out to: 
    Select the Staff: this asset will be displayed at the Asset menu in the employee details page of the HR Record module

    Select the Customer: see information at the Check-out to column


    Select the Asset: this asset will be displayed in asset detail which is selected to receive check-out.


    Select the Location: this asset will show in the selected location detail 


    Select the Project: see information at the Check-out to column



    3. Enter the Check-out date 
    4. Enter the Expected check-in date ( optional). This field is for storage only.
    5. Enter the Notes 
  • Step 4. Click on the Check-out button 

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