Keeping track of multiple assets across multiple locations can be time-consuming and frustrating. With UpKeep’s Business Plus plan, you can use the Asset Check-In and Check-Out feature so you can always stay on top of where your assets are and who has them.
You can add procedure notes for both checking-in and checking-out so everyone knows what is expected from them to use the asset and how to return it.
You’ll first want to enable the check-in and check-out feature by editing the asset.
How to Enable Check-In & Check-Out
Navigate to the Assets tab
Select the asset you want to enable check-out for (or create a new asset)
Click on Edit
Under Check In/Out, check off “Track Check-in/Check-out” to enable tracking.
Add any steps for your “Check-In/Out Procedure” and click Submit to save the changes.
NOTE: 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
Click on the asset to open the asset overview
Click Check Out Procedure (or Check Out if no procedure) on the asset
Review the procedure and leave any notes that may be needed
Then click on Check Out.
When it’s time to check the asset back in, navigate back to the asset and click on Check In Procedure.
Review the procedure for checking this asset back in
Leave any notes you need and click Check In
TIP: Check out the Activity button to see who checked the asset in/out and get a better idea of the timeline and any notes that were made!