Issuing equipment to an employee and getting it back
Who is involved
| Role | What they do |
|---|---|
| Asset manager | Checks the equipment out to the employee and checks it back in when it is returned. |
| Employee | Sees what they hold and confirms receiving it. |
Step by step
- Asset manager
Opens the asset, chooses Check out and picks the employee by name with a note such as issued for new hire.
What they see:The asset shows the employee as holder, its status moves to Deployed or In use when the type has such a word, and a custody entry is added.
- Employee
Opens My assets and finds the equipment under their own name.
What they see:The asset with its tag, type, where it is and when it was handed over, and an I have received it button.
- Asset manager
Presses I have received it.
What they see:A thank-you message, and the time under You confirmed. If they forget, one reminder follows after a day.
- Asset manager
When the equipment comes back, opens the asset and presses Check in, then opens its Movements tab.
What they see:The asset moves to the Available list and its status becomes Available or In stock when the type has such a word; the Movements tab shows the return, who did it and when. The check-in screens take no condition note, so a damage report goes in a work order or a message.
- Asset manager
If it needs repair, raises a work order from the asset page.
What they see:The work order form opens with the asset already chosen.
Who is told what
Custody changes are audited with both people named. No bell notification is sent for a check-out or check-in; the employee gets one reminder if the hand-over stays unconfirmed for a day.