Asset request submission and approval
1. Request Submission
Accessible to : Initiators as per Setup
Asset request can be created by Employees or Managers for their reportees (if enabled in setup). There are two types of assets, refer Asset overview article for more details.
To submit an asset request use the menu path given above, provide the details and click on Submit.
If you are not sure of your entries please click on "Save as Draft", with this your request will get saved but not submitted and once you are confirmed that your entries are valid click on "Submit". You can access your saved draft in the Admin & Asset > Home > Asset Requests tab.
On submission by the Employee the request will go to the Manager for approval (if approval feature is activated in setup).
On approval the request will go to the Office Manager or IT Manager for allocation. Once the asset is allocated to you you will need to accept it in the system (done only for returnable assets).
- multiple assets of the same category can be allocated to an employee but second request for asset allocation cannot be created unless the first request has bee completed (asset has been accepted by the employee)
2. Request approval
This tab is only visible to approvers and from here they can review and approve
all asset requests.
- Approve : through the button you would be able to "Approve" any asset request
- Reject : through button you would be able to "Reject" any asset request
- View : if you want to view the request click on View button
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