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Asset reservation

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Task:

Asset reservation

Who receives it:

Members of the team responsible for the asset.

When:

The reservation request is issued.

Purpose:

To allow the responsible parties to reserve the asset. For example, if the asset has been reserved for maintenance, then it will be necessary to check it out for maintenance.

 

How to execute this task:

 

1.Select the desired asset from the list of pending records.

 

2.Click on the button to check the reserved asset out.

 

3.At this point, the output event screen will be displayed. The asset reservation consists in checking the asset out for usage, maintenance, or calibration. The details on how to fill out the fields of check-out for usage and maintenance may be found, respectively, in the Checking the asset out for usage and Checking the asset out for maintenance sections. The details about the calibration event will be described below:

 

 

Check-out date: Select the check-out date of the asset for calibration. The system automatically fills in the current date, but it is possible to edit it.

Check-out time: Select the check-out time of the asset for calibration. The system automatically fills in the current time, but it is possible to edit it.

Check-in deadline: Select the limit date for the asset check-in from calibration.

Event record: This field is automatically filled in by the system with the record date of the event protocol.

Issued by: The following fields are automatically filled in by the system with the department and the user responsible for issuing the calibration event.

Destination: Select the data of the destination (department and user) that will calibrate the asset:

Department: Select the department that wishes to use the asset in the event period.

Responsible: Select the user responsible for the asset in the event period.

 

4.The Asset tab displays general information about the asset. Fill them in as follows:

Quantity: Enter the quantity of assets that will be involved in the event.

Reservations: This field will be automatically filled with the number of the asset reservation, because the event originated from a reservation.

Location - Check-out: This field will only be available when the event data is saved for the first time (step 6). Then, select the changes that have been made to the asset storage place. The asset location data screen has been described in detail in the Management Asset location section.

 

5.Save the record after filling in the fields above; however, do not close the data screen. At this point, the other tabs will be enabled to be filled out.

 

6.The Check-out cost tab displays all the costs that have been associated with the asset event (File Event configuration menu). Then, for each displayed cost, it is necessary to enter a value in the list of records itself.

 

7.The Attribute tab displays all the attributes that were associated with the asset event. Therefore, those that are required must necessarily have their values filled in. To do that, just enter them in the list of records itself.

 

The association of attributes to the asset is performed done the File Event configuration menu.

 

Save the record.

 

The asset calibration and check-out for calibration are performed in the SE Calibration component.