Guide Overview

The following guide is designed to provide agents and administrators with step-by-step instructions on how to check-in / check-out an asset in Incident IQ.

Not what you were looking for? Perhaps one of these other guides will help:

  • Adding Assets - A guide designed to provide step-by-step walkthroughs for adding either a single or multiple assets into Incident IQ.
  • Working with Assets - A guide that covers general asset information, how to view assets in Incident IQ, filtering asset views, editing assets, deleting assets, as well as how to print asset labels.

Guide Index

You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index, simply use the Return to Index link located at the end of any section.

  1. Accessing Check In/Out
  2. Checking Assets Out
  3. Checking Assets In
  4. Submitting a Ticket
  5. Adding a Fee 

Accessing Check In/Out

To access the check-in/out feature select Assets > Check In/Out from the left navigation bar.

Check_In_Out_Nav.png 

[Return to Index]

 

Checking Assets Out

To check an asset out to a user you will first need to navigate to the Assets Check-In/Out page. From here, use the search bar to pull up the device.

Next select the user to check the asset out to by using the search bar underneath Check Out To.

After you have made your user selection, click on the Check Asset In button to finalize the check-in process.

When the asset information updates you will now see the selected user as the asset's current owner.

Asset_Check_Out.gif

[Return to Index]

 

Checking Assets In

To check an asset back into district control, you will first need to navigate to the Assets Check-In/Out page. From here, use the search bar to pull up the device in question.

Once the asset has been located, select the Check Asset In button. This will return control of the asset to the district.

Once a device has been checked back into district hands, you will see the asset information history update, shifting the device back to the Unassigned status. In this manner, the device ownership can be tracked easily and reliably across the entire school system.

Check_In.gif

[Return to Index]

 

Submitting a Ticket

You can submit a new ticket for a checked-in device directly from the Check-In History by selecting New Ticket in the Actions column.

Asset_Check_in_out.png
This will open a New Ticket Flyout, allowing you to submit a ticket for the device while simultaneously keeping you in the Check-In screen.

Asset_Check_in_out_2.png

[Return to Index]

 

Adding a Fee

You can add a fee when checking in a device that is damaged. After checking in a device click Add Fee.

Add_Fee_in_out.png

Under the Associate With section: asset, and location will be pre-populated. You can associate this fee with another ticket. You can change this information if necessary. 


Next, select the Fee that needs to be added to the users accounts. This will automatically enter in the following fields:

  • Name
  • Description
  • Amount

These fields can be edited while performing the bulk action. When applying a Fee, you will need to select a Due Date. Also, you can add Internal Notes if needed.
Click Save. Now the payment or fee will be applied to that user's account. A new line item will appear under the Incident IQ Payment and Fees widget.

Add_fee_in_out_2.png

[Return to Index]

Was this article helpful?
7 out of 11 found this helpful