Check out assets

If you have the Edit Assigned User permission, you can check out assets.

To check out assets:

  1. Select Assets > Check-Out Assets. The Check-Out Assets page appears.
  2. In the Assign To field, search for a user by name, email address, or barcode, or scan their barcode.
    Check-Out Assets page with no user selected.

    Note: If you have the Manage Users and Permissions administrative permission, an + Add User button appears. You can add a user that does not exist in the system. Click + Add User; the Manage User page appears, and you can add the user.

  3. In the Search Asset By section, select the method you want to use to search for assets.
    Check-Out Assets page with user selected.
  4. In the Asset field, search, scan, or type the asset barcode.

    Notes: You cannot check out assets with a status of Available for Parts, On Order, or Returned to Vendor.

  5. To check out related component assets, select the checkbox to Check-Out Component Assets.
  6. To update an asset's space, select an option from Update Space.

    Notes:

    • The Update Space section only appears if you have the Edit Asset Space permission. If you do not select an option, the space will remain the same.
    • To User's Default Space changes the asset location to the user's default building or space, as per their user record.
    • To a Different Space lets you select any other space from a drop-down.
  7. The Check-Out Date defaults to the current date. To change it, type the date or click Calendar icon..
  8. To enter a Due Date, type the date or click Calendar icon..
  9. Add any Notes.
  10. To Send Confirmation Email to the user the asset is checked out to, select the checkbox.
  11. Click Check-Out.
  12. Click OK on the confirmation pop-up.