Initiate an asset transfer – ML Work Orders

You can move assets from one building to another, while tracking the assets during the transfer process.

To initiate a transfer:

Users the Mass Update Administrative Permission can initiate a transfer.

Select Assets > View All Assets. The Manage Assets page appears.
Find an asset by searching or using a filter(s).
Note: To view all assets, in the column of your choice, click . In the filter () section, select Check All, and then click Filter.
Do one of the following:
- In the row of each of the assets you want to transfer, select the checkbox.
- To select all items on a page or all items across all pages, click at the top of the Select all column.

Notes:

After you click the drop-down (), a banner at the top of the page indicates the number of items selected. To remove the selection, click Clear in the banner.
In Use, Lost, Stolen, or In Transit assets cannot be transferred. If you mass select assets, only those that can be transferred appear on the Transfer Detail page. To see the status of assets, click Add, re-order, or remove table columns and add the Asset Status column.

Click Actions > Transfer Assets.
To change the Requested By person, use the drop-down.
Select the Recipient that will receive the asset from the drop-down.
From the Sending to Building and Sending to Space, select the appropriate building and space.
In the Date Needed field, enter the date or use the calendar icon.
Enter any information in the Notes field.
If the transfer has to be approved, click Save. Otherwise click Initiate Transfer.
Note: If transfers require approval to initiate them, the Initiate Transfer button will not appear. You cannot transfer assets with a status of On Order or Returned to Vendor.

At the bottom of the page, the Asset Status will be blank, as it is updated once the asset is received by the new building. The Asset Transfer Status already shows In Transit.

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