How to set up equipment checkin and checkout from storage

This article is for administrators only.

How to set up digital handover or assignment of assets to an employee

1. Select the organizer where you keep the items you want to hand over (e.g. PPE)
2. Go to the organizer settings 
   
3. Open the "Actions" tab
4. Select "Add new action button" 

How to assign a specific item to a location

1. Select the organizer where you keep track of what you want to place in storage (for example, a register of computers)
2. Go to the organizer settings
3. Open the "Actions" tab
4. Select "Add new action button" and select the transfer action you want to implement
5. Select "Assign to specific item" if you want to transfer the item to storage, for example, to stock a notebook in the IT warehouse or a file in a cabinet

Set up the action button according to your needs, assign the correct register to the action button - You can place items, for example, in Locations and Storage, or, for example, in a Rooms organizer

How to assign multiple items to a location

1. Select the organizer where you manage the items you want to place in storage (for example, the Office Equipment register)
2. Go to the organizer settings
3. Open the "Actions" tab
4. Select "Add new action button" and choose the transfer action you want to perform
5. Select "Assign type multiple items" if you want to transfer the item to a location, for example, to place chairs in a conference room

Set up the action button according to your needs, assign the correct organizer to the action button - You can place items into Rooms, Buildings, or other selected storage locations.