Asset Allocation Asset Management

Tracks which assets have been checked out to which employees, including quantity, allocation period, allocated-by user and revocation status.

The table lists each allocation's code, the user it was allocated to, the asset name and model, quantity, allocate-from and allocated-upto dates, the user who allocated it, and the asset's category. Every allocation can carry a reason and an optional return-by (allocated_upto) date.

Row actions include Edit and Revoke, both only available while some quantity of the allocation remains un-revoked; Delete removes the allocation record entirely. Revoking opens the Revocation flow to return part or all of the allocated quantity.

Click Add to open the allocation form, where you choose the asset, receiving employee, quantity and an optional expected return date.

Step-by-step Workflow

1. Click AddOpen the allocation form and select the asset, receiving employee and quantity.
2. Set a return date and reasonOptionally set an allocated-upto date and record why the asset is being allocated, for audit purposes.
3. Track outstanding allocationsUse the list to see who currently holds which assets and how much of each quantity remains allocated.
4. Revoke when returnedUse the Revoke action to record assets, fully or partially, being returned.
5. Edit or deleteCorrect a mistaken allocation or remove it entirely from the row actions.