How do I check out an asset?

Check out an asset

Once you have added your asset(s), you can manage and check out the asset(s).

On your Home Page, select the ‘Asset Management’ category. On the drop-down menu, select ‘All’ or choose from the listed ‘Asset Category’ generated from the Asset you have added.

Once you have selected your preferred ‘Asset Category’, the list of assets for that category will appear on the home screen. Select the asset that you would like to check out by clicking on ‘View’ which is the ‘Eye’ icon.

After you clicked on the ‘Eye’ icon or the view button, you will be redirected to the ‘Asset Information’ page as seen in the image below:

On the right side of the Asset Information page, there’s a red box that says Check Out. Clicking on the Check Out button will have the Check Out Asset prompt box appear:

On the prompt box, fill out the necessary information:

• Check-out-to: on the drop-down menu, select from the following options: Employee, Location, or Department
  • Employee: if the employee option is chosen, the ‘Assigned Employee’ field will appear
    • Assigned Employee: from the drop-down menu, select the employee whom the asset will be checked out to
  • Location: if the location option is chosen, the ‘Location’ and ‘Sub Location’ fields will appear
    • Location: from the drop-down menu, select the location where the asset will be checked out to.
    • Sub Location (Optional): from the drop-down menu, select the sub-location where the asset will be checked out to.
  • Department: if the department option is chosen, the ‘Company’ and ‘Department’ fields will appear
    • Company: from the drop-down menu, select the company to which the asset will be checked out.
    • Department: from the drop-down menu, select the department where the asset will be checked out to.
• Check-Out Date: select the date when the asset will be checked out.
• Due Date (Optional): select the date when the asset to be checked out is due. If there is no due (Optional)date for the checkout, select the ‘No Due Date’ box instead.
• No Due Date (Optional): tick the checkbox if the asset to be checked out does not have a Due Date.
• Send Email (Optional): tick the checkbox if you’d like to send an email to the employee, location, or department where the asset will be checked out.
• Enter Email (Optional): input the email address/es of the employee, location, or department where the asset will be checked out.
• Notes (Optional): input any notes regarding the checkout.

See the example below:

Can I extend the check out of an asset?

If the other party requests for an extension of the asset that has been checked out, that is doable with the Extend Check Out feature.

Check-out extensions are applicable for all assets that have been checked out.

To extend the check out of an asset, go to the ‘Asset Management’ category. On the drop-down menu, select ‘All’ or choose from the listed ‘Asset Category’ of the asset you would like to extend check out.

Once you have selected your preferred ‘Asset Category’, the list of assets for that category will appear on the home screen. Select the asset that you would like to extend check out by clicking on ‘View’ which is the ‘Eye’ icon.

On the right side of the redirected page, a hyperlink for Extend Checkout can be seen. Click on the Extend Checkout link.

After the Extend Checkout link is clicked, the Extend Checkout Box will pop up. In this box, you may then choose your extension date or the new due date. You may also opt to send an email if you’d like the recipient to be notified via email of the new due date.

When you opted for an email to be sent, a notification email will be sent to the recipient that will show the check-out confirmation.

See the example below: