How to assign assets to employees and return them to stock.
The Check Out / Check In feature is the main way to record who has which asset. Every checkout and check-in is logged in the audit trail.
Go to Check Out / Check In in the sidebar, then select the Check Out tab. Search for the asset by name or asset tag, select the employee you're assigning it to, and click Confirm. The asset status changes to Deployed and the assignment is recorded.
If the asset is already assigned to someone else, you'll see a warning before confirming the re-assignment.
To return a specific asset, go to the Check In tab and search for the asset. Confirm the check-in. The asset status returns to Available and the assignment period is closed.
To return all assets from a specific employee at once, select the By Employee tab, find the employee, and confirm. All assets assigned to them are returned to Available in one action.
Every assignment is stored permanently. Open any asset and go to the History tab to see a timeline of everyone who held it, including start date, end date, and duration.
Was this article helpful?