Check assets in and out

Share assets with staff and record when they're available or checked out through the mobile app.

Updated over a week ago

This feature is available for users who have enabled Workforce HR.

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:

  1. Select the asset under the Available tab

  2. Click the Check Out Asset button

  3. Enter the Date the item is being checked out for

  4. Enter the Due Date the item should be returned by (optional)

  5. Add any additional Comments or Files (optional)

  6. Click the Check Out button

Once the asset has been check out, it will move to the Checked out tab.

To return an asset:

  1. Select the assed under the Checked out tab

  2. Click the Return Asset button

  3. Enter the Date the item is being returned

  4. Add any additional Comments or Files (optional)

  5. 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:

  1. Navigate to Operations > Assets

  2. Select the Manage Assets tab

  3. Click View Asset next to the relevant Available asset

  4. Click Check Out Asset

  5. Enter the Date the item is being checked out for

  6. Enter the Due Date the item should be returned by (optional)

  7. Add any additional Comments or Files (optional)

  8. 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:

  1. Navigate to Operations > Assets

  2. Select the Manage Assets tab

  3. Click View Asset next to the relevant Checked Out asset

  4. Click the Return Asset button

  5. Enter the Date the item is being returned

  6. Add any additional Comments or Files (optional)

  7. Click the Return Asset button

Once the asset is successfully returned, the status will update to Available.

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