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Checking items in or out

Why do you check in or out?

One of the most basic tasks in the Tracker software is to change the status on a item by either checking it in or out. In most cases when a item leaves your control you will check it out. When that item comes back you will check it in.

Selecting Items for disposition

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Selecting items for check in or out

  1. Navigate to the View tab.
  2. Select the item(s) you wish to process.
  3. Enable the Bucket List.
  4. Select 'Perform transaction'
  5. Select 'Check Out Items' (for check out) OR 'Check In Items' (for check in) from the drop-down menu.
Checking A Item In

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Completing a Check In

After selecting the items you want to check in, you will finalize the transaction by filling in all of these fields.

  • New Location / Previous Location - This allows you to put all items in a new location or put them back to where they were prior to check out. Be careful about using previous location because you need to be sure where the items came from.
  • Location drop down - Navigate to the location where you want items to go.
  • Return By - Enter the name of the person returning the items
  • Capture Signature - If you are using the Topaz desktop signature pad you can capture a digital signature.
  • Other Misc Fields - There may be more options on your screen because of customized check out field.

 

Checking a Item Out

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Completing a Check Out

After selecting the items you want to check out, you will finalize the transaction by filling in all of these fields.

  • Issued To - Enter the name of the person you are giving the items to.
  • Transfer to another location - If you are using multiple agencies and you are checking an item out to another agency, select that agency here.
  • Reason Checking Out - Select from the list of options as to why this item is being checked out.
  • Capture Signature - If you are using the Topaz desktop signature pad you can capture a digital signature.
  • Other Misc Fields - There may be more options on your screen because of customized check out field.