#27 - How to Manage Temporary Movements of Equipment

This concept allows for the management of temporary movements of equipment groups using specific digitally signed exit and return forms.
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Written by cedric
Updated 5 months ago

Creating an Exit Form:

  1. Go to the main menu page / inventory / equipment movement.
  2. Activate the "temporarily exit equipment" function at the top right.
  3. Select the equipment to be temporarily exited.
  4. Enter additional information related to the exit (including the expected return date and the signatories of the exit form).
  5. Confirm the movement to proceed to signing.
  6. The transmitter and the receiver sign the exit form.
  7. Validate the form.

The exited equipment will appear on the equipment page under the "temporarily exited equipment" tab. A reminder email will be sent to users subscribed to this type of notification on the expected return date.

Equipment can also be exited from the main menu page / inventory / equipment:

  1. Access the main menu page / inventory / equipment.
  2. Filter the equipment to be exited.
  3. Select the equipment to be temporarily exited.
  4. In the contextual bar above the table listing the equipment, choose the "temporarily exit" function.
  5. Continue the previous procedure from step 4.

Creating a Return Form:

Method 1: From an existing exit form:

  1. Go to the main menu page / inventory / equipment movement.
  2. Open the related exit form (click on the corresponding line in the table).
  3. Activate the "create a return" function.
  4. "Confirm the movement."
  5. The receiver and the transmitter sign the return form.
  6. Confirm the movement to finalize the operation.

Method 2: From the equipment movement page:

  1. Go to the main menu page / inventory / equipment movement.
  2. Activate the "create a return" function.
  3. Select the equipment to return.
  4. Enter additional information related to the return.
  5. Confirm the movement to proceed to signing.
  6. The receiver and the transmitter sign the return form.
  7. Validate the form to finalize the operation.

Returned equipment will appear on the equipment page under the "active equipment" tab.

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