[HR] How to Manage Assets Using the HR Asset IN/Out Form

Created by Crystal Ann Harvey, Modified on Mon, 21 Jul at 2:21 PM by Crystal Ann Harvey

From the Human Resources module's Programs folder, open the HR Asset In/Out by Resource form.
OR From the HR Resource Master form, click the Assigned Assets tab. This form allows assets to be checked in/out by resource.

  1. In the Resource field, press F4 to select the resource for which to check in or out assets.
  2. The Asset field will display any assets the resource has been assigned. Press F4 to select a new asset to check in or out. 
  3. The Date Out field displays the checkout date for all assets currently assigned to this
     resource. If assigning a new asset to this resource, specify the asset’s checkout date. The Memo Out field displays the ‘out memo’ for all assets currently assigned to this resource. If you are assigning a new asset to this resource, enter any notes regarding this asset/resource (e.g. asset’s condition at checkout, any adaptors or accessories supplied, etc.).
  4. If checking in an asset, in the Date In field, specify the date this asset was checked in by this resource.
     Note: The date specified here will display as the ‘Returned’ date in the Assigned To section of the HR Company Assets form.

        Enter any notes regarding this asset/resource in the Memo In field (e.g. asset’s condition at the time of check in).

        6. Save the record. The status of the asset is set to 1 (unavailable) after being checked out, or 0 (available) after being             checked in.

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