Roles: Administrator & Employee | Interface: Web
Transfer History records all recent asset transfers. It shows where and when assets were moved, and who handled the transfer. This helps users track past movements, follow up with responsible team members, and improve asset management efficiency. Users can view detailed information on the last transfer for each asset, and the full history of completed transfers.
Instructions:
Here’s how to easily view and export your transfer history:
- Click on the "Transfer History" from the tab Administration --> General.
- Here are the details you can view about an asset's transfer history:
- Transfer ID: Unique identifier for the transfer.
- Transfer Date: The date when the transfer occurred.
- Transfer Submitted Date: The date when the transfer request was submitted.
- To Employee: The name of the employee receiving the asset.
- To Location/Storage Asset: The location or storage asset where the asset was transferred.
- Application: The application used for submitting the transfer: web, mobile, or automated transfer.
- Transfer Status: The current status of the transfer.
- To export your transfer history, click "Export." The file will be downloaded in XLSX format, including all the details and attributes you’ve seen.
Related to