Creating an asset reservation
Prerequisites
- Asset with the Control > Events > Event section configured.
- Closed asset revision, if this resource is enabled.
- Access to the Execution > Asset reservation (AS023) menu.
- User as part of the team responsible for the event that will be reserved for the asset.
Introduction
From the Execution > Asset reservation (AS023) menu, the users responsible for the events of the asset, who are selected on its data screen, in the Control > Events > Event section, can reserve it for usage, maintenance, or calibration.
In the reservation, the user responsible for the event sets the check-out date and time of the asset, to whom the reservation will be destined, and the deadline the addressee has to return the asset. It is not possible to reserve an asset more than once for the same period.
In this article, as an example, a usage reservation will be created for the "MEX-001 - External Micrometer with Cast Iron Arc 0 to 25mm" asset, a record used to demonstrate the reservation configuration in the previous step of the flow.
Creating an asset reservation
Watch the video below to learn how to quickly reserve an asset:
Conclusion
Once the steps in the video are completed, the asset will have been reserved successfully! The users responsible for the event, in addition to making the reservation, will also receive the Asset reservation to-do task in order to check the asset out, confirming its delivery to the destination in the defined period. See how to execute this task.