The Check-Out Asset function, provides the ability to check-out assets to a customer or employee, specifying a due date and time by which the asset should be returned. Keep in mind that you can set the check out length to only consider weekdays and the due date to only fall on a weekday on the Options screen.
You can also check out assets on a Windows Mobile/CE mobile device.
1.To access this function, from the Main screen click Asset Management > Check-Out.
You can also access this feature from the Asset List by highlighting the asset you want to check-out, then clicking the Check-Out button on the Asset List toolbar. When accessed this way, the selected asset's information will be pre-populated on the screen. For more information on using the Asset List, click here.
2.The Check-Out function offers two modes of Asset selection - Filter and Custom Filter:
Filter is the default selection mode, allowing you to select the Assets you want to Check-Out by specifying any combination of values for the four filter criteria: Asset Tag, Description, Location, and Category.
Note: Pinning can be used with Check-Out transactions. Pinning allows you to "lock" the information entered into a field. This is convenient if, for example, you are entering multiple new assets for a particular site and location. You can enter the site and location once, then pin them. The fields will retain the information you entered through each new entry until you unpin them. In the example screen shown below, values are entered in the Site, Location and Department Code fields. These three fields were Pinned by clicking on their 
pushpins, causing them to look like 
this. Click the pushpin again to unlock the field for entry of a different value.
Custom Filter may be selected instead of Filter. This makes use of the Simple Find or Advanced Find forms to select the Assets you want to Check-Out.
3.After applying your choice of filter criteria, you can manually limit the list of Assets further still by using CTRL and the left mouse button, clicking to highlight only those Assets in the Assets available to check-out list that should be Checked-Out, then click the > button to move them to the Assets pending check-out list. All the listed Assets can be shifted to the Assets pending check-out list via the >> button.
The Select All button can be used to highlight all the records found by your choice of filter criteria. De-Select All can be used to clear any selections previously made.
The Detail button will open the Edit Asset screen for a highlighted record, to view or modify the Asset record prior to doing the Check-Out. If more than one record is selected, the Detail button will be disabled.
4.When you are satisfied with the Assets accumulated in the Assets pending check-out list, you can optionally apply Notes to the transaction, then specify either a Customer or an Employee to whom the asset will be checked out.
5.Next, enter a Due Date (and time) for this asset.
You have three options for selecting a Due Date.
·Use each asset's checkout duration - highlight a pending asset in the Assets pending Check-Out window. The selected asset's due date will appear in the window. The due date is based on the check out length set for the selected asset or asset type.
·None - No due date will be assigned.
·Custom - You can set a specific due date for all assets in the list. Highlight the asset in the Assets pending Check-Out window, then enter a date and time in the fields provided.
Keep in mind if you are checking out a linked asset and the Transact as Whole flag is checked for the group, if you choose to use the default due date (rather than entering a new due date, Rosistem Assets will search all linked assets to find the maximum checkout duration. The maximum length is used to calculate the due dates for all the linked assets. This ensures that all the assets in the transaction have the same due date even if some of the linked assets have different checkout durations.
6.You can optionally change the location of the asset being checked out using the Change Location To field. For instance, you would use this feature if you are checking the asset out to someone at a different location, such as another building or warehouse. To change the location, select a location from the Change Location To drop down list.
7.Enter a number in the Print Receipt - Copies box to print Check-Out receipts for this transaction.
8.When the required fields have been satisfied, the Check-Out button will be enabled. Click it to post the transaction or click the Close button to exit without checking out the asset.