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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.

Asset Tagging

To make asset handling easier, you 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 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 with the given tag and simply select one.

In the Edit Properties window of an a selected asset, select go to the Tags tab to add tags to ityour asset.

By adding the same tags to multiple assets e.g. CSA to several simulators, you create a subgroup of simulators that can be selected for in for Clinical Skills Assessment scenarios when you are planning an event.

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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 the exact time of your current event. 


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.


Item Properties

Edit the properties of your items: add a description, an image, or a barcode for the fast identification of each item.

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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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