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Turning in an Asset with Accessories
The Turn In screen is used to turn in assets that have been previously assigned to staff or students. The screen is optimized for use with barcode scanners which streamlines the turn in process.
Accessories, which is generally a charger or case, can also be turned in with the asset. When turning in accessories this way, the accessory is NOT considered an asset but is being turned in along with the asset itself. Also, you can turn in an asset without turning in the accessories if you choose to allow the user to keep the charger or case from year to year.
When turning in accessories, there is a setting that needs to be turned on to enable you to do that.
On the turn in screen, click the Settings button in the upper right hand corner.
Then click Turn In Screen Settings to expand it.
In this section, you will see an option called Turnin Accessories with a Yes/No option. Click Yes to turn on the ability to turn in accessories. You can also default the Case and Charger accessories to be checked automatically for turn in by turning on the option for Default All Accessories. Then click Save to save your selection. To get back to the turn in screen just click the Turn In tab again on the left side.
Once back on the Turn In screen, you should now see the Accessories to be Collected section above the Turn In information section. You can check either or both accessory options to turn in.
If you turned on the option to Default All Accessories, both Case and Charger will be checked by default as seen below:
From here you can begin to turn in your asset(s).
- Start by checking the box for either Case or Charger or both to indicate which accessories will be turned in (If you turned on the option for Default All Accessories then both will be checked automatically). The chosen accessories will remain checked to prevent from having to check these for each asset.
- Scan or enter the Asset ID or Serial # in the Asset ID/SN field.
- Scan or enter the Location ID in the Location ID field. You can also click the Search button beside the Location ID field which will drop down a Location Search field that you can click in and choose the Location you want or type to search for the location.
- Ensure the Submit Action field is defaulted to Held by and Assigned. (The default Action can be changed in the system settings. Click here to view)
- Held by and Assigned should be the selection here unless you want to only update the Held by field only. For example, if a student's device is taken up at the end of the school year and they will be assigned that same device the following school year. That device's Held by field can be updated to be held by school inventory over the summer then reassigned to the student in the Fall.
- Click the Submit button to finish turning in the asset. You can also click the Reset button to clear out the previously mentioned fields.
If you would like to see an example of how to turn in an asset, click Here