Manage asset transfers

To save money, your districts can move assets from one building to another – where they are needed. You can track the assets throughout the transfer process.

To initiate a transfer, users need the Mass Update administrative permission.

To approve, receive, and complete asset transfers, you need the Asset Transfer Admin administrative permission.

To approve a transfer:

Note: You only have to approve transfers if the Require Approvals on Asset Transfers setting is set to Yes (Settings > Setup Items > General Settings > Asset tab).
  1. Select Assets > Manage Asset Transfers. The Manage Asset Transfers page appears.
  2. Next to the transfer you want to approve, click the Transfer ID. The Transfer Detail page appears.
  3. Select the assets you want to transfer.

    Note: Assets that are in use, lost, stolen, or in transit cannot be transferred.

  4. Select Actions > Transfer Assets.Transfer Detail page to initiate an asset transfer.
  5. Click Approve. The Transfer Status changes to Approved.
  6. Click Initiate Transfer.

To receive and complete a transfer:

  1. Select Assets > Manage Asset Transfers. The Manage Asset Transfers page appears.
  2. Next to the transfer you want to approve, click the Transfer ID. The Transfer Detail page appears.
  3. Click Receive Transfer.
  4. Use the Asset Status drop-down to select the applicable status.
    Receive an asset transfer with Asset Status field circled.
  5. Click Complete Transfer.