This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Permissions
Once the Operations add-on is enabled and assets have been created, staff can checkout and return assets with the View, Checkout, and Return permissions enabled.
Any assets that can be checked out by staff will also need the Can this asset be shared with employees setting enabled.
Check assets in and out through the mobile app
Once the relevant permissions are enabled and assets are created and shared with staff, employees can start checking assets in and out.
Staff can access them through the Assets button under Quick Links.
Any assets already checked out will appear under the Checked out tab, and assets that are available will appear under the Available tab.
To check out an asset:
Select the asset under the Available tab
Click the Check Out Asset button
Enter the Date the item is being checked out for
Enter the Due Date the item should be returned by (optional)
Add any additional Comments or Files (optional)
Click the Check Out button
Once the asset has been check out, it will move to the Checked out tab.
To return an asset:
Select the assed under the Checked out tab
Click the Return Asset button
Enter the Date the item is being returned
Add any additional Comments or Files (optional)
Click the Return button
Once the asset has been successfully returned, it will move back to the Available tab.
Check assets in and out through the desktop
Staff with access to the Workforce desktop can also check out and return assets here.
To checkout an asset via desktop:
Navigate to Operations > Assets
Select the Manage Assets tab
Click View Asset next to the relevant Available asset
Click Check Out Asset
Enter the Date the item is being checked out for
Enter the Due Date the item should be returned by (optional)
Add any additional Comments or Files (optional)
Click the Check Out Asset button
Once the asset is successfully checked out, the status will update to Checked Out.
To return an asset via desktop:
Navigate to Operations > Assets
Select the Manage Assets tab
Click View Asset next to the relevant Checked Out asset
Click the Return Asset button
Enter the Date the item is being returned
Add any additional Comments or Files (optional)
Click the Return Asset button
Once the asset is successfully returned, the status will update to Available.
FAQs
FAQs