Quick Circulation

Use Quick Circulation to check out or check in assets by selecting which circulation option to use, scanning a user barcode, and then scanning the asset(s). Without resetting the page, you can scan another user’s barcode to easily continue circulating assets.

For access to the Quick Circulation page, you need the Edit Assigned User asset permission.

To access Quick Circulation, select Assets > Quick Circulation. The Quick Circulation page appears.

To check out assets:

1. Select Check out.
   
2. To change the Check-Out Date, type the new date in the field or use the calendar icon to select the date.

3. To enter a Due Date, either type the date in the field or use the calendar icon to select the date. 

   Notes:  Based on the General Settings for assets, this field may be required. If it is, a red exclamation point appears next to the field. If you manually enter a date and circulation rules are set for the asset being checked out, the applicable rule will override the due date.

4. Include any relevant Notes about the circulation transaction.
5. To Send Confirmation Email or Include Component Assets, select the checkboxes.
6. To change the space, select the Update Asset Space toggle and choose from the following: 
   
   • To user's default space: updates the asset to the specified user's default space.
   • To a different space: select the new space from the drop-down.
   • To user's default space, otherwise selected space: uses the user's default space if in their record. If not, it will use the space you select from the drop-down.
7. Do one of the following

   • Scan Barcode: Scan or type the asset name or barcode. If you have a carriage return setting for your scanner, the scan is done automatically. Otherwise, click Scan.

     Note: A message may appear letting you know you cannot check out an asset, this could be because the asset has a status such as In Use or Available for Parts.

   • Search for User: From the drop-down, click the empty field, and start typing the user's name. Select the user from the list. Then scan or type the asset name or barcode.

To check out assets:

1. Select Check in.
   
2. Ensure the Return Date is correct; otherwise, type the date in the field or use the calendar icon to select the date. 
3. Include any relevant Notes about the circulation transaction.
4. To Send Confirmation Email or Include Component Assets, select the checkboxes.
5. If checking in, to create a charge, click Add Charge. The Add Charge for Checked In Assets page appears.
   
   1. Select a Charge Type from the drop-down.
   2. Enter the Full Charge Amount, Waive Amount, and/or Payment Amount.
   3. Add Notes.
   4. Click Save.

To continue checking out or check in to a new user – using the same dates, notes, and options – scan the user's barcode, and then the asset(s).