Reserve assets
To ensure that your assets are available when needed, use the Asset reservation feature.
- In the toolbar, click Assets and select Search Assets.
- Search and select the Asset you want to reserve.
- Edit the asset.
- Select the Reservable check box.
- Click Save.
Set up asset reservations as a tech
- In the toolbar, click Assets and select Reservations.
- Click New or New Reservation.
- In the Client Lookup box, select the client who will check out the Asset.
- In the Reservation Details tab, set the Scheduled Out and Scheduled In dates and times.
- In the Asset Lookup tab, locate the asset you want to reserve.
- Click the asset you want to reserve.
- Click Save.
Set up asset reservations as a client
An administrator must provide clients permission to reserve an asset before clients can use the reserve asset feature.
- In the toolbar, click Setup and select Assets > Options.
- In the Asset Options screen, select Clients Can Search Assets.
- (Optional) If you selected Clients Can Search Assets, select Limit to Assigned and Reservable (if applicable).
- Click Save.
Reserve an asset as a client
- In the client interface, click Assets.
- Click Search.
- Locate your asset.
- Select the Reserve check box.
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Click Reserve Checked.
A calendar window appears, allowing you to select a reservation date or range of dates.
To select a reservation date range, click the first day of the reservation, drag the cursor to the last day of the reservation, and then click Save.
To remove a reservation, click the trash can on the reservations page.
Check assets in and out
Only Techs can check reserved assets in or out.
- In the toolbar, click Assets and select Reservations.
- In the Search screen, complete the fields as required.
- Click Search to locate your reserved assets.
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In the Reservation Details screen, click Check In to check in an asset.
Click Check Out to check out an asset.
- Click Save.