iOS Check In

The Check In transaction allows you to check-in the asset(s) that are currently checked out to a customer, employee, or vendor. There are two options to check-in the assets and they are-

• Check In
• Quick Check In

Check In allows you to check-in assets from an employee, customer, or vendor and then all the checked-in assets can be viewed in the Summary screen. Also, in the summary screen, you can collect a signature and/or print a receipt.

Quick Check In can be used when you have many assets that you want to check in from different customers/employees/vendors without worrying about a receipt or a signature on each transaction. Quick Check In screen will allow you to check-in the asset directly. The screen will not have a summary screen and the option to collect the signature/ receipt.

The Check In Asset transaction provides the ability to check in assets currently checked out to a customer, employee or vendor.

Keep in mind that you can "pin" fields on this screen. For more information on pinning, please refer to the topic iOS Pinning Data.

Note:

• Most of the screen examples shown in this topic were taken from an iPhone. Examples of screens taken from an iPad are provided when they differ from the iPhone layout.
• Make sure to enable the Capture Transaction Geolocation under settings to capture the Geolocation of the transaction operation.
• Group Widget in the Asset Tag field - The Group Widget is a dropdown button that will appear for the asset that has "Transact As Whole" feature enabled. The Group Widget in the transaction page supports the behavior of Group on a Transaction screens. It always ‘remembers’ the Asset that was selected as well as the group(s) that the asset is in.

 

To Check In an Asset:

1. Tap on the Transactions > Check In.

2. The Check In screen will appear.

Note:

• If the Capture Transaction Geolocation under settings is enabled, then a pop-up message will appear asking the user to allow the application to access the device's location. The Geolocation of the transaction will be captured only if the location access is turned on. Click on the Ok button. Click on the Settings (in your mobile) > AssetCloud > Allow AssetCloud to Access - Location to turn on the Location.

• Fields that are followed by an asterisk (*) are mandatory. Also, you can lock the field, refer iOS Pinning Data.
• The Magnifying Glass icon next to a particular field will navigate to the Search screen of that particular field. For example the Magnifying Glass icon next to a location field will navigate to the search location screen.
• You can use the keyboard to enter the information in any field. Or If you want to scan a barcode, use the Barcode scanner. Tap on the Barcode symbol, the scanner will appear. Scan the barcode and the field will display the scanned barcode number.

Asset Details & Location/Group Details

3. Enter the Asset Tag or search for the asset in the search asset screen that you want to check-in.

• If the selected 'Asset' is in a group i.e. a child asset and "Transact as Whole" feature is enabled for the Group
• The asset tag field will automatically select the group (i.e. the parent) containing this asset. The Group Widget (dropdown button) will appear in the asset tag field and it will display the parent and the child asset. The View Group button will display all the grouped assets. Note that you can also select the child asset using the group widget. Example: Consider that HP Charger is a child asset for HP Laptop and Transact as Whole is enabled for HP Laptop. On selecting HP Charger, the asset tag will automatically select HP Laptop.  Using the group widget, you can also select HP Charger.  

• If the selected 'Asset' is in a group i.e. a child asset and "Transact as Whole" feature is disabled for the Group.
• The asset tag field will display the selected asset. The Group Tag field under Group tab will display the group name (i.e. the parent asset). Example - Consider that Flip Case is a child asset of Mobile. If you select Flip Case, since Transact As Whole is disabled for the Group (i.e. Mobile) containing Flip Case, the Asset Tag will display Flip Case and From Group will display Mobile.  

• If the selected asset is a 'Group (parent asset)' and "Transact as Whole" feature is enabled for a group.
• The asset tag field will select the whole group i.e. all the sub-items will be checked-in by default. If you want only the parent group to be checked-in, select the group with no sub-items from the dropdown. The View Group button will display the grouped assets.

Example: Consider that there are 3 groups - Container 1, Container 2, Container 3. Container 1 and Container 2 are Transact as whole.

If you select Container 1, the parent group, i.e. Container 2 with transact as whole feature enabled, will get selected. Note that you can also select Container 1, Container 1 with no sub-items using the group widget.

   

• If the selected asset is a 'Group (parent asset)'  and  "Transact as Whole" feature is disabled for a group
• The asset tag field will select the whole group.

Example: Consider that there are 3 groups - Container 1, Container 2, Container 3. Container 1 and Container 2 are Transact as whole. Container 3 is not transact as whole. So on selecting container 3, whole group gets selected. You can also select Container 3 with no sub-items. The View Group button will display the grouped assets.

 

4. The Asset Type, Asset Description, Site, Location, and Quantity will appear on selecting the valid Asset Tag. The Asset Type, Asset Description and Quantity will be read-only for a fixed asset. In the case of Multi-Quantity Asset, enter or select the Site, Location, From Group and enter the Quantity (Step 7 and 8).
5. Select the Assign To. Assets can be checked out to customer, employee or vendors. By default, the Check Out screen is set to Customer. The Assign To field is read only for fixed asset.
6. Enter or search for the Customer/ Employee/ Vendors name.
7. Location Tab

• Enter the Site. The Site can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to the Search Sites screen where you can search and add the Site.
• Enter the Location. The location can be added by clicking on the search button next to the field. Click on the search button, the screen will navigate to Search Location screen where you can search and add the location. You can also add a new location by clicking on the '+' symbol on the Search Locations screen. Refer New Location.
• Enter the Quantity.

8. Group Tab

• From Group - Enter the From Group or click on the magnifying glass icon to access the Search Group Assets screen. Search for the group and tap on it.

9. Enter notes, if required.

 

Custom Fields

10. Fill all the Custom Fields.

11. Click on the Check In button.
12. A message will appear, indicating that the transaction is added.
13. Once you tap on the Check In button, a number will appear over the Summary button. This is the number of transactions you have performed. You can keep adding quantity to different multi-quantity assets as needed.

14. Click on the Summary button. The summary screen will appear. The summary screen will have details of each asset you have checked In. You can also uncheck the checkbox for the asset that you no longer want to check In.

15. Select the Asset. Tap on the Signature button and (or) Print button. This step is optional. If both the options are are selected, then on saving Signature screen will appear first and then Print options will appear.

• In the Signature screen, you can sign and save. Use Reset to sign again, Dismiss to navigate to Summary screen and Save to save the signature.

• The Print option will appear after Signature. Select the print options - Bluetooth or Network and tap on the Print button. For information on printing from Android, please refer to the topic Printing from the Asset Cloud App.  

16. After collecting a signature and printing a receipt the session is closed and you will be returned to the Check-In screen.