When employees return an asset item that they no longer use, you can unassign the employee and enter a recovery date to track the return of the asset item.
This applies for asset items only. You cannot assign employees to equipment items in the Equipment Info Center.
To record the return of an asset item from an employee, complete the following steps:
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From the Vision Navigation menu, click
.
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On the Equipment Info Center form, use the
Search field to select an asset item that an assigned employee is returning to your company.
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On the Equipment form, click the Assignments tab.
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In the Employee Assignments grid on the Assignments tab, clear the
Assigned check box in the row for the employee who is returning the asset item.
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In the
Recovered Date field, enter the date on which the employee returned the asset item.
By clearing the
Assigned check box and entering a date in the
Recovered Date field, the employee is no longer assigned to the asset item, but you will still be able to see the history of the assignment in the Employee Assignments grid. The row is not removed from the grid. If, instead, you select a row in the Employee Assignments grid and click
Remove on the grid toolbar to remove the row, the employee would no longer be assigned to the asset item, but the row will be permanently removed from the grid, so you no longer see the history of the assignment.
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On the Equipment form toolbar, click
Save.
The asset item is removed from the Assets tab in the Employee Info Center for the employee.