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Besides from being On Loan , assets can be sent for Repair , or scheduled for regular Maintenance  periods. When checking in an asset, you can also register the Warranty of the equipment.

Learn more on How to reserve an Asset for Maintenance here.

Asset Tagging

You can add tags to assets to indicate e.g. for what purpose, by which department, etc. they can be used.

You can also add the same tag to multiple assets to organize them into a subgroup. An asset tag will represent every asset labeled labelled with that specific tag so that when you are assembling Equipment and Supply Lists, you don't need to be specific about the asset you want to use for the scenario, and when preparing the Setup Sheet of an event, you can draw the list of assets labeled labelled with the given tag and simply select one.

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When assembling the Equipment and Supply List for a scenario, you don't need to decide right away which asset to use; you can add a tag instead that will allow you to choose from multiple assets labeled labelled with that tag.

You only have to specify the asset when you are preparing the Setup Sheet of an event: 

Note
titleImportant

Please make sure that the asset you are selecting for the event is not tied to another event, and is or will be available for your current event. 

Tip

Learn more on How to Add an Equipment and Supply List to a Case and How to Create an Equipment and Supply List.


Tip
titleTip - Check Asset Availability
  • Check the status of the selected asset in the Catalog tab. If the asset is Ready, you will have no problem checking out the event's Setup Sheet.
  • If the asset is out On Loan, please contact the transaction assignee tied to the asset's latest check-out transaction in Transactions.
  • Use the Forecasting report in the Reports tab of the Inventory module to get an overview of the supply and equipment - needs of upcoming events.

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Info

Consumables With Expiration  items have expiry dates, and Assets have their warranty registered upon check-in.

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Status Filtering Option

Use the black funnel icon in the Items pane to display items according to their current status. 

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