Adding a Reservation

Reservations allow you to schedule checkouts ahead of time and ensure the right equipment is available when needed.

Navigate to the “Assets > Reservations” and click Reserve Assets, or use the keyboard shortcut “Shift+V”.

Search for or scan the assets you want to reserve and click Next once they have all been added.

Enter the person or location (or both) your reservation is for as well as the reservation dates. To reserve the assets for permanent custody (for example, a workstation for a new employee), you can leave the End Date field blank. Finally, click Reserve to book the reservation.

Once you're ready to checkout, click Checkout in the top-right corner of the reservation detail view to check out the reservation. The checkout dialog will inherit the reservation’s values, but you can edit them if you like. You may also add or remove assets to your checkout if you need to make some last-minute changes.

Once checked out, the reservation will be removed from the pending reservation list and a checkout will be added to the open checkout list. The checkout’s detail view will link to the reservation it came from and vice versa.