Asset custody, role by role

What each person does with the assets they hold, move, and clear.

I am an employee

I see the assets in my custody.

I see my assets

I see the assets in my custody, when each one was assigned, and when it is expected back.

Screenshot

I am a line manager

I see what my direct reports are holding.

I see my team's assets

I see the assets my direct reports are holding. I can narrow the list to one person.

Screenshot

I am HR

I register assets, move custody, and clear them when someone leaves.

I register an asset

I register an asset with a category, a number, a barcode or a QR code, a serial number, a condition, a purchase, a vendor, a warehouse, a branch, and a warranty. I import a list, and I export the register.

Screenshot

I scan a code

I scan a barcode or a QR code, and I print the QR label.

Screenshot

I assign custody

I assign custody to a person or another custodian, as permanent or temporary, with an expected return, the condition going out, and a signature. I can assign many at once.

Screenshot

I keep a warehouse

I open a warehouse with a code and a name in the supported languages. I receive an asset into it, and I move stock between warehouses.

Screenshot

I transfer an asset

I request a transfer to a new custodian. I approve it, complete it, cancel it, or mark it lost. I see a suggestion when someone changes branch or department.

Screenshot

I take an asset back

I start a return. I inspect it as full, partial, damaged, or lost.

Screenshot

I send an asset for maintenance

I open a corrective or preventive request. I record a warranty and a claim.

Screenshot

I clear someone who is leaving

I open a clearance case for someone who is leaving. I close each item, I approve the gate, and I generate the certificate.

Screenshot

I run depreciation

I set straight-line, declining balance, units of production, or a custom method, and I run a period.

Screenshot

I keep the catalog

I keep categories, models, vendors, and assignment templates.

Screenshot

I am the organization admin

I count stock, I dispose of an asset, and I delete what is not in custody.

I count the stock

I open a full count or a cycle count for a warehouse. I scan each asset, and I close the session.

Screenshot

I dispose of an asset

I propose disposal with a method, a reason, and a financial impact. I approve it, and I complete it so the asset is marked disposed.

Screenshot

I delete an unused record

I delete an asset that has no active custody. I delete a category, a model, or a vendor.

Screenshot

Ready to run people operations in one workspace?

Tell us your country, headcount on WhatsApp. We open a workspace for your organization.