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There are different options available for checking out an asset depending on your needs and which page you are on. After completing the check out process, the "Checked Out To" (Custodian) field and the Return Due Date field will be updated, and a new entry will be added to the Asset History tab.
Option 1: Check-out assets from the Asset List page
| 1. | Check the box or boxes for the asset(s) to check-out on the Asset List page. |
| 2. | Click the Check-Out button to open the Check-Out form. The form will open with the selected assets populated in the Check-Out list. |
| 3. | Select the person (custodian) for the item to be checked out to. |
| 4. | Set the Due Date, Status and Location values, and enter a Comment if required |
| 5. | Click the Check Out button to complete the check out process. |
Option 2: Check-out assets without selecting the check boxes.
| 1. | Click the Check-Out button on the Asset List page. The Check-Out form will open without any assets populated in the Check-Out list. |
| 2. | Select the person (custodian) for the item to be checked out to. |
| 3. | Place the cursor in the Search for assets field, and scan the barcodes or enter an asset name to search for. Add each item to the list of assets to check out. |
| 4. | Set the Due Date, Status and Location values, and enter a Comment if required |
| 5. | Click the Check Out button to complete the check out process. |
Option 3: Check-out assets on the Personnel Detail page
| 1. | Locate and open the Personnel record for the person to check items out to. |
| 2. | Select the Assets tab located on the Personnel Detail page, and then click the Check Out button to open the Check-out window. |
| 3. | With the cursor in the Search for assets box, begin scanning asset barcodes for the items to check out, or perform a search to add them to the check out list. |
| 4. | Set the Due Date, Status and Location values, enter a Comment if required. |
| 5. | Click the Check Out button to complete the check out process. |
Option 4: Check-out an individual Asset from the Asset Details page
| 1. | Locate and open the Asset Details page for the asset you would like to check out. |
| 2. | Click the Check Out button on the Asset Details page to open the check out form. |
| 3. | Select the person to check the asset out to. |
| 4. | Click the Check Out button at the bottom of the form to complete the check-out process. |
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