This page is used for checking equipment in and out and also for viewing the equipment check-in and check-out history.
Select the Front Desk tab > Reserve > Equipment Check-in/out.
The Equipment Check-in/Check-out page has the following links and fields:
Check-out - see below the Check-out Search section.
Check-In - see below the Check-out Search section.
View History - see below the Check-out Search section.
| Name of Field | Type | Description |
Check-out Search |
||
Reservation Date Range (from, to) |
Date |
Reservation date range to include in the availability grid,
entered in month, day, year
format or by clicking the calendar icon |
| Time Range (from, to) | Time | Reservation time range to include in the availability grid, entered in HH:MM AM/PM format. |
Include Drop-in Customer? |
Checkbox |
Select this option to include drop-in customers in the search. |
Customer |
|
Link to the Customer Search page where customers for the equipment check-in/out can be selected.
To remove a customer from the list, select the customer, then click the Remove button. |
Company |
|
Link to the Company Search page where companies for the equipment check-in/out can be selected.
To remove a company from the list, select the company, then click the Remove button. |
Equipment Type |
|
Link to the Equipment Type page where equipment types for check-in/out can be selected.
To remove an equipment type from the list, select the equipment type and then click the Remove button. |
Site |
Dropdown list |
Sites to include in the equipment check-in/out. |
Check-out |
||
Check-out |
Checkbox |
Select this option to indicate that the equipment will be checked out.
Note that this will only apply if the equipment has not already been checked out. |
Select all |
Hyperlink |
Select this option to select all equipment for check-out. |
Deselect all |
Hyperlink |
Select this option to deselect all equipment for check-out. |
Check-out Option |
Dropdown list |
Indicates the check-out option for the equipment item as selected from a predefined list. The options are:
|
Permit # |
Hyperlink |
Permit number of the equipment reservation.
Clicking this link takes you to the Equipment Permit Functions page for the equipment reservation permit. |
Account |
Numeric |
Name of the customer or company the equipment item reservation is for. |
Equipment Item |
Text |
Name of the equipment item reserved.
Equipment packages will be broken down into individual equipment items and for each equipment item, the number of entries will be equal to the quantity specified for the package. |
Start Date/Time |
Date/Time |
Start date and time of the equipment reservation. |
End Date/Time |
Date/Time |
End date and time of the equipment reservation. |
Add Charge |
Hyperlink |
Clicking this link takes you to the existing Add permit Charge page where you can add a charge to the equipment reservation (for example: an extra charge for late return, damage or for losing the equipment).
These additional charges will be added to the customer's account.
If the customer wants to pay the charges right away, the payment will need to be processed separately as per existing payment taking functionality. |
Submit |
Button |
Clicking Submit checks-out all equipment items selected to check-out.
For equipment items where the quantity is set to 1, the equipment status will be changed to Out to continue with the quick reservation process. This will proceed to the payment process. |
Check-in |
||
Check-in |
Checkbox |
Sect this option to indicate that the equipment will be checked in. |
Select all |
Hyperlink |
Select this option to select all equipment for check-in. |
|
Deselect all |
Hyperlink |
Select this option to deselect all equipment for check-out. |
Status |
Dropdown list |
Indicates the check-in status of the equipment item, as selected from a predefined list.
The options are: Available, Lost, and Damaged. |
Check-in Option |
Dropdown list |
Indicates the check-in option for the equipment item, as selected from a predefined list. The options are:
|
Check-out Date/Time |
Date |
Indicates the date and time the equipment item was checked out. |
Permit # |
Numeric |
Permit number of the equipment reservation.
Clicking this link takes you to the Equipment Permit Functions page for the equipment reservation permit. |
Account |
Text |
Name of the customer or company the equipment item reservation is for. |
Equipment Item |
Text |
Name of the equipment item reserved.
Equipment packages will be broken down into individual equipment items and for each equipment item, the number of entries will be equal to the quantity specified for the package. |
Start Date/Time |
Date/Time |
Start date and time of the equipment reservation. |
End Date/Time |
Date/Time |
End date and time of the equipment reservation.
'OVERDUE' will be displayed in red capital text if the equipment is still checked out past the current end date and time. |
Add Charge |
Hyperlink |
Clicking this link takes you to the existing Add permit Charge page where you can add a charge to the equipment reservation (for example: an extra charge for late return, damage or for losing the equipment).
These additional charges will be added to the customers account.
If the customer wants to pay the charges right away, the payment will need to be processed separately as per existing payment taking functionality. |
Submit |
Button |
Clicking Submit checks-in all equipment items selected for check-in.
If the Check-in Status was set to Available the equipment item will be returned to inventory.
If the Check-in Status was set to Damaged the equipment item will not be returned to inventory.
For equipment items where the quantity is set to 1, the equipment status will be changed to Damaged.
If the Check-in Status was set to Lost the equipment item will not be returned to inventory.
For equipment items where the quantity is set to 1, the equipment status will be changed to Lost. |
Check-out/Check-in History |
||
Permit # |
Hyperlink |
Permit number of the equipment reservation.
Clicking this link takes you to the Equipment Permit Functions page for the equipment reservation permit. |
Account |
Text |
Name of the customer or company the equipment item reservation is for. |
Equipment Item |
Text |
Name of the equipment item reserved.
Equipment packages will be broken down into individual equipment items and for each equipment item, the number of entries will be equal to the quantity specified for the package. |
Start Date/End Time |
Date/Time |
Start date and time of the equipment reservation. |
End Date/End Time |
Date/Time |
End date and time of the equipment reservation. |
Check-out Date/Time |
Date/Time |
Indicates the date and time the equipment item was checked out. |
Check-in Date/Time |
Date/Time |
Indicates the date and time the equipment item was checked in. |
Check-in Status |
Date/Time |
Indicates the check-in status of the equipment item. |
Add Charge |
Hyperlink |
Clicking this link takes you to the existing Add permit Charge page where you can add a charge to the equipment reservation (for example: an extra charge for late return, damage or for losing the equipment).
These additional charges will be added to the customers account.
If the customer wants to pay the charges right away, the payment will need to be processed separately as per existing payment taking functionality. |