Check Assets and Bundles in and out

Updated September 17, 2024 15:22

Learn how to check out Assets and Bundles in asset tracking.

Overview

Check in or check out Assets and Bundles to keep track of your Assets.

You can only check out Assets and Bundles for People.

Here are some things you must do before you start:

You must create Assets and People.
> To learn about creating Assets and People, check out Create and edit Asset Types.

When a Person needs Assets or Bundles, check them out to keep track of who is responsible for them and the estimated return time.

To check out an Asset or Bundle:

In the navigation menu, choose Asset.
Choose the Asset you want to check out.
In the ‘Asset Details’ panel, select Check-out.
In the Person drop-down menu, select the person checking out the Asset.

> Select the + icon to create a Person.

To learn more about creating a Person, check out Create and edit Asset Types.
In the ‘Comments’ box, enter any comments about the checkout.
Select Expected date time.
Choose a date from the calendar and select a time for the Asset or Bundle’s expected return.

> If the Asset or Bundle isn’t returned on time, it appears as a Late Asset.

To view your Late Assets, in the navigation menu, select Late assets.
Select OK.

The Asset or Bundle is now checked out and has a Checked out label.

When Assets or Bundles are returned, check them in so they aren’t flagged as late.

To check in an Asset or Bundle:

In the navigation menu, choose Asset.
Select the Checked out label for any Asset or Bundle you want to check in.
In the ‘Asset Details’ panel, select Check-in.
In the Person drop-down menu, select the person checking in the Asset.

> Select the + icon to create an Asset Person.

To learn more about creating an Asset Person, check out Create and edit Asset Types.
In the ‘Comments’ box, enter any comments about the check-in.
Select SAVE.

You've checked in the Asset or Bundle.