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There are different options available for checking out an asset, depending on your needs. After completing the check out process, the "Checked Out To" (Custodian) field and the Due Date field will be updated, and a new entry will be added to the Asset History tab.
Screencast: Check Out An Asset
Option 1: Check-out one asset
| 1. | With Asset Manager open, scan the asset barcode* on the item to be checked out in order to locate and open the asset form for that item. |
| 2. | With the Asset form open, press the F3 key on your keyboard, or click the "Check Out" button located near the top of the form to open the Check-out window. |
| 3. | With the cursor in the "Scan Badge" area, scan the employee badge, or select the person for the item to be checked out to. |
| 4. | Set the Due Date, Status and Location values, enter a Comment if required, and check the "Print Check-out receipt" checkbox if you would like to print a receipt for the transaction. |
| 5. | Click the "Complete Check Out" button to complete the check out process. |
*If the item does not contain a barcode or cannot be found by scanning the barcode, select "All Types" in the folder hierarchy on the left, and then enter the barcode number or a few characters of the description in the Quick Search box located near the upper right part of the list view to locate the item, and then open the asset form.
Option 2: Check-out several assets to an individual
Assets may be checked out one at a time as described in Option 1, or you may check out several assets to an individual at once as described below:
| 1. | With Asset Manager open, scan the employee badge or use the Quick Search option on the Personnel tab to locate and then open the Personnel form for the employee who is checking out the items. |
| 2. | With the Personnel Form open, press the F3 key on your keyboard, or click the "Check Out" button on the "Assets Checked Out" tab to open the Check-out window. |
| 3. | With the cursor in the "Search" 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, and check the "Print Check-out receipt" checkbox if you would like to print a receipt for the transaction. |
| 5. | Click the "Complete Check Out" button to complete the check out process. |
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