Transactions

Check In & Check Out (CICO)

The Transactions tab allows the user to check items in and out to People. The person that the asset is checked out to can be different from the person that the asset is assigned to in the Details section of the asset record.

Check Out

 

To check an item out to a Person, go to the Check Out tab under Transactions.

 

In the To field, select the Person the assets will be checked out to. People can be created and deleted in the Setup tab. If using a cabled barcode scanner, a Person ID barcode can also be scanned.

 

Next, enter the Asset ID of the asset to be checked out and click the check mark to add it to the Check Out grid. If using a cabled barcode scanner, scan the barcode of the first asset. If the scanner is programmed to perform a carriage return after each scan, the asset will automatically be added to the grid.

 

Continue to scan any additional assets for this transaction.

 

Click the X next to the asset in the grid to remove it.

 

The total number of transacted assets will be displayed.

 

 

If desired, additional information about the transaction can be added in the Details tab. The detail fields include:

 

  • Due Date – The date an asset is due to be checked back in.
  • Reference Number – A number that the user wants associated with the transaction.
  • Company – The Company to which the asset should be moved during the transaction.
  • Building - The Building to which the asset should be moved during the transaction.
  • Room - The Room to which the asset should be moved during the transaction.
  • Project – The Project that the transaction is associated with.
  • Notes – Any notes for the transaction.

 

 

When done, click the Check Out button to complete the transaction. Information about the Person that the asset is checked out to will display in the Checked Out section of the asset record.

 

If an asset is already checked out, it can be checked out to another Person without it having to be checked back in first.

 

Check In

 

To check in an item, go to the Check In tab under Transactions.

 

Select the Company, Building and Room that the assets will be checked in to. If only one company is listed in the Setup tab, a user will not need to select the company. Once these values are selected for the first time, the browser will remember them until they are changed.

 

Next, enter the Asset ID of the asset to be checked in and click the check mark to add it to the Check In grid. If using a cabled barcode scanner, scan the barcode of the first asset. If the scanner is programmed to perform a carriage return after each scan, the asset will automatically be added to the grid.

 

Continue to scan any additional assets for this transaction.

 

Click the X next to the asset in the grid to remove it.

 

The total number of transacted assets will be displayed.

 

 

If an asset is entered or scanned into a different location from the one it was previously found in, a message will pop up indicating this.

 

Clicking “Yes” will assign the asset to the new location.

 

If desired, additional information about the transaction can be added in the Details tab. The detail fields include:

 

  • Notes – Any notes for the transaction.

 

 

When done, click the Check In button to complete the transaction.

 

If an asset is checked in, it can be checked in again without having to be checked out.