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Assets Module Help

Use Assets to track accountable equipment, custodians, labels, movement history, condition, returns, and asset responsibility.

When To Use Assets

Use Inventory for stock counted by quantity. Use Assets when an item needs a unique identity, custodian, barcode or QR label, return date, movement history, condition record, or lifecycle review.

Core Workflows

  1. Create asset categories, custodians, and asset records.
  2. Print or attach labels so the asset can be scanned later.
  3. Check assets out to employees, departments, contractors, vendors, or other custodians.
  4. Check assets in, transfer responsibility, relocate assets, verify condition, or mark damage/loss.
  5. Review outside-office assets, overdue returns, custodian balances, and movement history.

Permissions Needed

Asset users may need permission to view assets, create custodians, move assets, approve movements, print labels, or view asset reports. High-value or high-sensitivity assets may require extra approval according to your organization policy.

Common Mistakes

  • Tracking reusable accountable equipment as normal consumable inventory.
  • Checking out an asset without confirming the correct custodian.
  • Failing to update condition, location, or return date during handover.
  • Skipping labels, which makes future audits and scan lookup harder.
Related modules: Inventory, Mobile Apps, Reports, Operations Center.

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