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How to Use Asset Check-In and Check-Out

Keeping track of multiple assets across multiple locations can be time-consuming and frustrating. With UpKeep’s Business Plus plan, you can use the Asset Check-In and Check-Out feature so you can always stay on top of where your assets are and who has them.

You can add procedure notes for both checking-in and checking-out so everyone knows what is expected from them to use the asset and how to return it. You’ll first want to enable the check-in and check-out feature by editing the asset.

How to Enable Check-In and Check-Out

  1. Go to the “Assets” tab.
  2. Select the asset you want to enable check-out for.
  3. Click on Edit.
  4. Check off “Track Check-in/Check-out” to enable tracking.
  5. Add any steps for your “Check-In/Out Procedure” and click Submit to save the changes.

Note: You’ll notice that the asset now shows Check-in/Out Procedure if you have included steps on the proper procedure!

On the web application:

On the iOS mobile app:

How to Use Asset Check-In/Check-Out​

  1. Click Check Out Procedure (or Check Out if no procedure) on the asset
    • Review the procedure and leave any notes that may be needed
    • Then click on Check Out.
  2. When it’s time to check the asset back in, navigate back to the asset and click on Check In Procedure.
    • Review the procedure for checking this asset back in
    • Leave any notes you need and click Check In.

On the web application:

On the iOS mobile app:

This feature is currently available for our Business Plus and Enterprise Clients. If your team is interested in upgrading let us know!