[HR] How to Manage Assets using the HR Company Assets Form

Created by Crystal Millington, Modified on Fri, 26 Dec at 1:21 PM by Crystal Millington

  1. Open the HR Company Assets form from the HR module.

  2. Select the asset in the Asset field and click Check In/Out.

  3. To Check Out an Asset:

    • If the asset is Available (status 0), the form opens as Check Out.

    • Enter the resource, checkout date, and a memo about the asset (condition, accessories, etc.).

    • Click Check Out. The asset status changes to Unavailable (1), and the assignment appears in the Assigned To section and History tab.

  4. To Check In an Asset:

    • If the asset is Unavailable, the form opens as Check In.

    • Enter the check-in date and a memo about the asset condition and returned accessories.

    • If the asset is ready for reuse, check Make Available; otherwise, leave unchecked.

    • Click Check In. The status updates to Available (or remains Unavailable if not reusable), and the information updates in Assigned To and History tab.


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