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
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.
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.
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.
