Initiate an asset transfer

If you have the Mass Update administrative permission, you can initiate an asset transfer to move assets from one building to another.

To initiate a transfer:

1. Select Assets > View All Assets. The Manage Assets page appears.
2. Find an asset by searching or using a filter(s).

   Note: To view all assets, in the column of your choice, click . In the filter () section, select Check All, and then click Filter.

3. Select the assets you want to transfer.

   Note: Assets that are in use, lost, stolen, or in transit cannot be transferred. To see the status of assets, click Add, re-order, or remove table columns and add the Asset Status column.

4. Select Actions > Transfer Assets. The Transfer Detail page appears.
5. To change the Requested By person, use the drop-down.
6. Use the drop-down to select the Recipient that will receive the asset.
7. From the Sending to Building and Sending to Space, select the appropriate building and space.
8. If the asset is needed by a specific date, in the Date Needed field, enter the date or use the calendar icon.
9. Enter any information in the Notes field.
10. If the transfer has to be approved, click Save. Otherwise, click Initiate Transfer.

    Note: If transfers require approval to initiate them, the Initiate Transfer button will not appear. You cannot transfer assets with a status of On Order or Returned to Vendor.

At the bottom of the page, the Asset Status will be blank. It will update once the asset is received by the new building. The Asset Transfer Status shows In Transit.