Asset Actions

Transferring an Asset

Any asset that is Available (view Asset Statuses) can be Transferred away.

You can transfer an asset in two ways:

Transfer an Asset via the Dashboard

The Transfer button is located to the right of each asset in the Dashboard.

A table displaying asset statuses in an asset management system. The table has columns for Status, Person, Location, and Returns On. The first row shows an 'Available' asset with a green status indicator and a 'Transfer' button. The next two rows show assets 'In Use' with blue status indicators, assigned to Josh Brolin at 'Calcia Hall' and Lisa Kudrow at 'Maintenance Building.' Their return dates are March 31, 2025 (23 days remaining) and April 30, 2025 (1 month remaining), respectively, each with a 'Return' button.
Partial Dashboard view to the right of each Asset with the options to "Transfer" or "Return" the Asset

Click the Transfer button to open a modal where you can configure the options for the selected action.

Side note: To learn how to return an asset visit the Returning an Asset section in this guide.

Transfer an Asset via the Asset Details page

An asset can also be Transferred via the Asset Details page.

'An 'Asset Details' section displaying the asset's status as 'Available' with a green indicator. To the right, there is a purple 'Edit Asset' button and a blue 'Transfer' button for assigning the asset.
The "Transfer" button in the Asset Details page

Similarly to the option in the Dashboard, Clicking the Transfer button brings up a modal where you can configure the options for the selected action.

Transfer Asset Modal

The Transfer Asset modal provides key criteria for transferring the asset, allowing you to specify details such as the person, location, and other relevant notes and options.

A 'Transfer Asset' modal for asset 'A-0003 Havit H630BT,' marked as 'Available' with a green indicator. The modal includes dropdowns for selecting an 'Action' (defaulted to 'Issue to Someone'), 'Person,' and 'Location,' along with fields for adding a note and setting a return date. There is also an option to capture images using the 'Camera' button. At the bottom, there are two buttons: a blue 'Transfer' button and a gray 'Close' button. A red 'X' button in the top-right corner allows closing the modal.
Transfer Asset modal

Modal title

To the right of the modal title, the system displays the asset’s current status. In this case, the asset is marked as "Available."

Action

The Action drop-down offers the following options:

  • Issue to someone
  • Send to maintenance
  • Out of service
  • Discard
A dropdown menu from the 'Transfer Asset' pop-up, showing four options: 'Issue to Someone,' 'Send to Maintenance,' 'Out of Service,' and 'Discard.'
The "Action" drop-down in the Transfer Asset modal

Issue to someone: Lending the asset to someone in the company.

Send to maintenance: Servicing the asset.

Out of service: An asset is currently not being offered.

Discard: Discarding the asset.

Quick tip: An asset can also have two other states, Archived and Deleted. To learn more view the following guides — Archiving an Asset and Deleting an Asset.

Person

The Person dropdown lists all previously added people and includes an option on the side to quickly add a new person on the fly, without navigating to Settings > People.

A 'Person' dropdown field displaying 'Anne Hathaway' as the selected option. To the right of the dropdown, there is a small circular button with a '+' icon, allowing users to add a new person on the fly.
The "Person" drop-down in the Transfer Asset modal

Quick tip: Selecting a Person is required only when the Issue to Someone option is selected in the Action drop-down. For all other options, it is not mandatory.

Location

The Location dropdown lists all previously added locations and includes an option on the side to quickly add a new location on the fly, without navigating to Settings > Locations.

A 'Location' dropdown field displaying 'Calcia Hall' as the selected option. To the right of the dropdown, there is a small circular button with a '+' icon, allowing users to add a new location on the fly.
The "Location" drop-down in the Transfer Asset modal

Note field

The Note field allows you to add any relevant details when transferring an asset. This can include information about the asset's condition or any other important notes.

A 'Note' text field containing the text: 'The asset is in perfect condition at the time of transfer.'
The "Note" text field in the Transfer Asset modal

Returns on

The Returns on field allows you to set a return date for the asset. This is particularly useful when tracking assets in the Dashboard, as it enables filtering and sorting by return date to identify assets that are past due or returning soon.

A 'Returns on' date field displaying 'March 1, 2029,' with a calendar icon on the left and a red 'X' button on the right for clearing the date selection.
The "Returns on" field in the Transfer Asset modal

Images

The Images field allows you to capture real-time photos of the asset. Clicking the Camera button activates the camera on your device (laptop, mobile, or webcam), enabling you to take and upload images instantly.

An 'Images' section displaying three pictures of black over-ear headphones placed on a wooden surface. Each image has a small 'X' button in the top-right corner for removal. A 'Camera' button is positioned in the top-right corner of the section, allowing users to capture and add new images.
The "Image" field in the Transfer Asset modal

These images are recorded in the History of the asset, providing a complete view of its lifecycle.

Images can also be snapped upon Returning the asset to compare the condition of the asset between the time it was issued and the time it was returned.

Quick tip: When you remove an image, it doesn't get deleted immediately. Instead, it goes to the Trash, where you have 7 days to retrieve it. To learn more about how deleting various elements in AMS works, visit the Trash section in this guide.

Next: Learn how to Return an Asset