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Assets · Anyone in the workspace

Ask to retire an asset

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Anyone can ask for an asset to leave the register. An asset manager decides.

Steps

  1. Choose Assets in the rail, then the Retire tab.
    The top bar of Assets with the Retire tab outlined, and the Retire stage open below itThe top bar of Assets with the Retire tab outlined, and the Retire stage open below it
  2. Press Retire.
    The Retire button outlined at the top of the Retire stageThe Retire button outlined at the top of the Retire stage
  3. The form Retire an asset opens under Waiting. If it is folded, press its header to open it. Fill in:
    • Asset
    • Why it is leaving
    • How it is leaving: Sold, Scrapped, Donated, Lost or stolen, or Returned to supplier.
    • Value received: optional.
    The Retire an asset form with the Asset, Why and How fields filled in and outlinedThe Retire an asset form with the Asset, Why and How fields filled in and outlined
  4. Press Send the form.

What you will see

  • The request waits for an asset manager.
  • Agreed: the asset’s condition becomes Retired and it is no longer assigned to anyone. It is listed under History on the Retire tab.
  • Not agreed: a message, “Not retired:” followed by the asset’s name. The asset stays on the register.