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Reserving an asset

See how to reserve an asset:

In the list of records of the second quadrant, locate and select the desired asset. Use the CTRL or SHIFT key on the keyboard or the checkbox next to each record to select more than one asset at a time.

After that, click on the button on the side toolbar of the third quadrant.

At this point, the asset reservation data screen will be displayed. Fill in the following fields:

ID #: Enter the number or code that identifies the reservation. Click on the arrow next to this field to generate an automatic numbering.

General

General information about the reservation is available:

Purpose: Select whether the asset will be reserved for Maintenance, Calibration or Usage. The options presented in this field depend on which movement configuration the asset has.

Reservation check-out: Enter the Check-out date and the Time the reservation will be made. The system automatically fills in these fields, but it is possible to edit them.

Reservation deadline: Enter the Deadline and the Time for the check-in of the reserved asset. The system automatically fills in these fields, but it is possible to edit them.

Issued by: The following fields are automatically filled by the system, with the data of the user who is making the reservation:

▪Department: Department that issued the reservation.

▪Responsible: Responsible that issued the reservation.

Destination: The following fields should be filled in with the addressee data of the reservation:

▪Department: Select the department to be reserved.

▪Responsible: Select the name of the user responsible for the reservation.

Save the record after filling the fields above, but do not close the data screen. The fields of the other tabs will be enabled for completion.

Asset

On the Asset tab, click on the button to define the reservation status in question. The system will display a list with the following options: Opened, Finished or Cancelled.

Comments

Allows entering general information about the reservation.

Save the record.