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Creating an asset reservation

Prerequisites

 

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.


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