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Updated on September 12, 2023

Assets Staff Transfer

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Overview:

The Assets Staff Transfer module manages the transfer of assets to different staff members, ensuring a smooth process for reallocating assets among employees. It allows for batch transfers, where multiple items can be transferred simultaneously.

Key Features:

  1. Transfer Type Selection: The system defaults to a staff transfer, reflecting the nature of this form.
  2. Employee Validation: It ensures that a valid employee is selected for the transfer.
  3. User Integration: Every transfer action automatically records the user’s name.
  4. Batch Transfer via Subform: Multiple assets can be transferred at once.
  5. Lookup Functionality: The system fetches the asset name based on the serial number.

Using the Assets Staff Transfer System:

1. Initializing a New Transfer:

  • Upon loading the form, a new transfer record is activated.
  • The subform for asset transfer details is initially disabled, and an enable message is displayed.
  • The transfer type defaults to “Staff Transfer.”

2. Specifying Transfer Details:

  • insert the current employee number from the first field, representing the receiving staff member.
  • Insert the new employee number who will recieve the transfered assets.
  • Ensure a staff member is selected. If not, you’ll receive a reminder.
  • choose the company of the staff who will recieve the items
  • select the project 
  • insert the transfer date of the transfer

3. Detailing Assets for Transfer:

  • After providing the Transfer Date, the subform is enabled.
  • Within the subform, detail each asset to be transferred:
    • Asset SN: The asset’s serial number.
  • The asset name is automatically retrieved based on the serial number.

4. Finalizing the Transfer:

  • Click the “Transfer Now” button  to initiate the transfer process.
  • The system will alert you if there are missing details or any other issues.
  • Upon successful transfer, relevant database records are updated, the transfer is logged, and a confirmation message is displayed.
  • Detail-Oriented: Always ensure every detail is provided in the subform, especially when transferring multiple assets.
  • Review Regularly: Periodically review the staff transfer logs for accountability and auditing purposes.
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