Managing Requests

To associate our organization's Assets with employees, and to remove Assets from them, we first look at the Incoming Requests tab.

We can see one request, with the requestor's name and date created.

We'll click on the request for more information.

Incoming Requests tab

Now we can view the specific request details, comments, and (circled below) we can either Reject or approve the request.

Rejecting or Approving an Asset Request

By approving it, we leave a comment and clicking once again on Approve.

approving a request

Now we'll link an Asset with the requester, they specifically asked for an iphone 11 so we'll go to the Physical Assets tab, and click on an available iphone 11.

the Physical Assets page showing all company Assets

Now we click on Change Status on this Asset (marked with an arrow below).

the Change status of an Asset is marked with an arrow

To assign an Asset to an employee, we'll select deployed (marked with an arrow below).

Selecting Deployed on an Asset's Status

Then select the Requester from the drop down list, and click Confirm (marked with an arrow below).

Confirming an Asset allocation

Now we can see that a Physical Asset is deployed, clicking on it and going to the history tab will show us the Asset's possession history.

an Asset in our list is now Deployed

This is the Asset's possession history, we clearly see when and to who the Asset was assigned and unassigned.

in the Asset's history we see past actions done on it

To return to the Asset Management Guide hub, click here.

To return to the main guide hub, click here.