Scanner Operations

After scanning an asset, you can perform common operations directly from the scanner without navigating to the full desktop interface.

Available Operations

Once an asset is found, action buttons appear based on the asset's current state:

Operation	When available	What it does
Check Out	Asset is available	Assigns the asset to a custodian
Check In	Asset is checked out	Returns the asset from its current custodian
Transfer	Asset is checked out	Moves the asset from one custodian to another
Audit	Always	Records an audit for the asset

Check Out via Scanner

1. Scan the asset barcode.
2. Tap Check Out.
3. Scan the custodian's badge (tap the camera icon next to the custodian field) or select them from the dropdown.
4. Set the return due date — use the quick-select options (End of Day, Tomorrow, 1 Week, 1 Month) or enter a custom date.
5. Optionally expand the Asset Details card to update status, location, and condition.
6. Tap Complete to finish.

Check In via Scanner

1. Scan the asset barcode.
2. Tap Check In.
3. Update the status, location, and condition as needed.
4. Tap Complete to finish.

Transfer via Scanner

1. Scan the asset barcode.
2. Tap Transfer.
3. Scan the new custodian's badge or select them from the list.
4. Update the due date, status, location, and condition as needed.
5. Tap Complete to finish.

Audit via Scanner

1. Scan the asset barcode.
2. Tap Audit.
3. Confirm or update the status, location, and condition.
4. Tap Complete to record the audit.

Workflow Tips

• Walk-through audits — Walk through a facility and scan each asset you encounter. The audit is recorded instantly with the current date.
• Equipment distribution — At a check-out station, scan a person's badge first, then scan each asset to check them out in sequence.
• Returns — When assets come back, scan each one to check them in with updated condition and location.

tip

The scanner is designed for speed. After completing an operation, you're returned to the scan screen so you can immediately scan the next asset.