How to create digital handover forms

Action buttons for digital checkout forms

You use action buttons to create digital checkout form. These are for authorized users who can initiate checkout action. Since the checkout is an act with duties (for example handing over a company car to an employee), it must be clearly defined who in the company is authorized to hand over, checkout or assign the object and only this user is authorized to start the digital checkout form. Therefore, a specific action is limited to a specific role.

Use the action button to create a digital assignment form

You create digital handover forms using action buttons which are displayed to authorized users only. As this is an act of handover that has its own legal weight (for example, handing over a company car to an employee), it must be made clear who in the company is authorised to hand over the item and only this user is authorised to run the digital handover log. Therefore, a specific handover protocol is limited to a specific role.

How can a digital handover form be created?

You always create forms from the organizers of the item you want to transfer or issue. So, for example, you create handover forms for computers from the computer organizer. 

As an Aptien administrator, you can add or change handover forms to any organizers.

1. Select the organizer for which you want to set up the transfer
2. Go to the register settings by clicking on the edit pencil
3. Open the "Action Buttons" tab
4. Select "Add new action button" and select the handover action you want to implement

Digital handover to and from for users

• Assign to user - means to assign or release an item to a user, for example, to release a laptop to an employee
• Remove to user - means to remove an item from a user, for example to take back a laptop from an employee 

Digital handover to and from the storages or places

• Checkin - the action button moves the item to the selected storage location, for example, to accept new laptops into IT office
• Checkout  - means to remove an item from storage, for example to discard unused old phones
• Transfer between storages - means to reassign an item between two storages, for example to transfer equipment from building to building