How to Navigate to System Configuration
System Configuration is where an administrator will be able to define the global system settings. To navigate to the System Configuration screen, click the Admin dropdown menu, and select System Configuration. Then scroll to the “Transactions” tab and you will find the “Check Out-In Settings”. These settings will have six sections: Check-Out Options, Check-Out Settings, Check-Out Condition Blacklist, Check-Out Maintenance Due Blacklist, Check-In Options, and Force A Check-In Condition.
The first setting to configure is the “Check-Out Options”. Administrators can select if the asset will be checked out to a location, person, or to both.
Check Out Settings
Administrators can configure the settings to fit the organization’s needs. The user can set a default due date for an asset to be checked back in after a certain number of days. If you choose to leave this space blank, there will be no default due date. And if set to 0, the due date will be the same day as check-out. Additionally, the user can set up the check-out options to include the due date’s time of day for greater visibility. If needed, there are options to allow no due date or even allow users to check out an already checked-out asset.
Check-Out Condition Blacklist
Assets with specific conditions can be blacklisted from being checked out in our system. These conditions are: new, good, fair, poor, used, damaged, or not in use. Simply select a condition and then an asset reported with this condition cannot be checked-out.
Check-Out Maintenance Due Blacklist
This setting is similar to the Condition Blacklist but for assets that need maintenance. Administrators can restrict users from checking out assets with maintenance due within a specified amount of days.
These Check-In Options allow admins to choose how assets will be checked in. You can choose between these options:
- Automatically check-In the asset to the location you checked-Out from.
- Automatically check-In the asset to the “Home” location.
- Check-In to a location that the user selects.
Force A Check In Condition
This setting provides a condition to be forced for any asset being checked back in. Admins can force the Check In Condition to be any of these: new, good, fair, poor, used, damaged, or not in use.