Transfer Assets
The Transfer Assets task allows the Branch Asset Manager to transfer assets from their assigned branch/es to the Site(s) within their assigned Branch.
Animation: In this animation we transfer assets from one branch to a branch site.
Steps
- In the Assets Process Group there is a Process called, Asset Management, click on this process button and then select the Transfer Assets task.
- Under Step 1: First, Select the Branch you are assigning assets from.
- Then, select the Site you are assigning assets to.
- Additional information may be captured in the Comments
- Step 2: Select the assets for transfer in the Transfer table.
- Note: you are required to first select an asset Category and then select the asset type.
- Under Step 3: Once all items for transfer have been added to the Transfer table, click Complete.
The Transfer Complete task allows the Asset Site Manager to complete the assignment of assets from a branch to a site.