Available On: Business Plus
With UpKeep, easily track your assets across multiple locations š. Enable the Check-In and Check-Out feature for assets, and add procedure notes for clear usage guidelines š. Stay organized effortlessly."
How to Enable Check-In & Check-Out
Navigate to the Assets Tab:
Log in to UpKeep and go to the Assets tab from the main menu.
Select the Asset:
Choose the asset you want to enable check-out for from the list. If the asset isnāt already created, you can also create a new asset by following the asset creation process.
Click on "Edit":
Once youāve selected the asset, click the "Edit" button to modify the asset details.
Enable Check-In/Check-Out Tracking:
Scroll down to the Check In/Out section.
Check the box labeled āTrack Check-in/Check-outā 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.
š”Youāll 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-Outā
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 itās 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:
š”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!
