Check Out

Note: To check out an asset, your user role must include the Check Out feature.

Note: If an asset is already checked out, it may be checked out again; in this case, asset ownership will be transferred to the new check out assignee.

To check out an asset:

• Fill in required order information
• Add assets for check out
• Submit the final order

Check out an asset at the Check Out form.

1. Select Home > Assets > Check Out.
2. The Check Out form appears.

3. Assignee (required): Tap the arrow > to reach the Select Assignee form. Select a check out assignee from the Select Assignee form.
4. Order Number (required): if the system uses the Check Out Order Auto Numbering feature, tap the Generate Order Number icon to automatically generate a Check Out order number. Or, enter an order number in this field.
5. Order Number Lock Icon: if you are checking out multiple assets during this check out order session, tap the Lock icon to lock this order number. Then, you may continue to add assets to it.
6. Asset Number (required): add the asset for check out.
7. UDF01 (optional): user defined field; enter any customized information about the check out order in this field. Accepts alphanumeric input.
8. UDF02 (optional): user defined field; enter any customized information about the check out order in this field. Accepts alphanumeric input.
9. UDF03 (optional): user defined field; enter any customized information about the check out order in this field. Accepts alphanumeric input.
10. UDF04 (optional): user defined field; enter any customized information about the check out order in this field. Accepts alphanumeric input.
11. UDF field Lock icon: if you are checking out multiple assets during this check out order session, tap the Lock icon to the right of the UDF field, to lock the value; or if you are not using any UDF fields during this check out session, lock each UDF field so that you are not prompted to scan a value into it for each asset.

12. When you are finished adding assets to this check out session, press Submit to submit the check out order and check out all assets added to this Check Out order.