Branch Asset Management
The Asset Management process allows Branch Asset Manager roles/users to:
- Request Assets.
- Transfer Assets to a Branch which includes proof of the transfer of assets.
- Complete Transfer Assets.
The below tasks are available for the Branch Asset Manager:
| Process | Task | Screen Name | User Role |
| Asset Management | Request Assets | Branch Asset Manager |
| Asset Management | Transfer Assets | Branch Asset Manager |
| Asset Management | Transfer Complete | Branch Asset Manager |
Request Assets
The Request Asset task allows the Branch Asset Manager to request specific assets be ordered, this request is sent to the Asset Warehouse Manager to action.
Animation: In this animation we request assets, this notification request is sent to the Asset Warehouse Manager.
Steps
- In the Assets Process Group there is a Process called, Asset Management, click on this process button to select the Request Assets task.
- First select the Asset from the Assets Catalogue you wish to request from the Asset Warehouse then,
- Select the quantity required, and if possible, add comments relating to your request.
- Once completed click Submit.