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How to Use Asset Check-In and Check-Out
How to Use Asset Check-In and Check-Out

Learn to easily keep track of all your assets. Always know which of your assets are available and who has them.

Updated over 2 weeks ago

Available On: Business Plus


With UpKeep, easily track your assets across multiple locations 🌐. Enable the Check-In and Check-Out feature for assets, and add procedure notes for clear usage guidelines 📝. Stay organized effortlessly."


How to Enable Check-In & Check-Out on Web

Step 1: Navigate to the Assets Tab located on the left menu

Step 2 : Select an asset from the list and click on that asset to open that details page.

Step 3: Choose the asset you want to enable check-out for from the list. If the asset isn’t already created, you can also create a new asset by following the asset creation process.

Step 4: Click on "Edit" in the top right corner

  • Enable Check-In/Check-Out Tracking:

    • Scroll down to the Check In/Out section on the right side menu under "Structure And Setting".

    • Check the box labeled “Track Check-in/Check-out” to enable tracking for this asset.

  • Add Check-In/Out Procedure Steps:

    • Enter any specific steps or instructions for your check-in/check-out procedure in the provided field.

  • Click "Submit":

    • After adding the necessary details, click "Submit" to save the changes and enable check-out tracking for the asset.

💡You’ll notice that the asset now shows Check-in/Out Procedure if you have included steps on the proper procedure!


How to Use Asset Check-In/Check-Out​

  1. Open the Asset Overview:

    • Navigate to the Assets tab and click on the asset you want to manage. This will open the asset overview page.

  2. Check Out the Asset:

    • Click on "Check Out Procedure" (or just "Check Out" if no procedure is set).

    • Review the check-out procedure outlined for the asset.

    • Add any relevant notes or comments in the provided field if needed.

    • Click "Check Out" to complete the check-out process.

  3. Check In the Asset:

    • When it’s time to check the asset back in, return to the asset overview page.

    • Click on "Check In Procedure" to review the procedure for returning the asset.

    • Leave any notes or comments about the check-in process if needed.

    • Click "Check In" to finalize the check-in process.


Check Out:

Check In:

💡Check out the Activity button to see who checked the asset in or out. This will give you a better idea of the timeline and any notes that were made during the process!


How to Check Out/In an Asset on Mobile

Step 1: Locate the Asset you'd like to check out/in via the mobile app.

Step 2: Tap on the asset and navigate to "Check-Out Asset" button in blue.

  • Follow the steps to check out the asset

Step 3: To check the asset back in, navigate to the asset you previously checked out and click the "Check-In Asset" button

  • Follow the steps to check the asset back in.

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