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Home > Success Center > Web Help Desk (WHD) > Web Help Desk (WHD) Documentation > Web Help Desk Administrator Guide > Manage assets > Reserve assets

Reserve assets

Created by Steve.Hawkins, last modified by Anthony.Rinaldi_ret on Jul 18, 2016

Views: 411 Votes: 0 Revisions: 4

To ensure that your assets are available when needed, use the Asset reservation feature.

  1. In the toolbar, click Assets and select Search Assets.
  2. Search and select the Asset you want to reserve.
  3. Edit the asset.
  4. Select the Reservable check box.
  5. Click Save.

Set up asset reservations as a tech

  1. In the toolbar, click Assets and select Reservations.
  2. Click New or New Reservation.
  3. In the Client Lookup box, select the client who will check out the Asset.
  4. In the Reservation Details tab, set the Scheduled Out and Scheduled In dates and times.
  5. In the Asset Lookup tab, locate the asset you want to reserve.
  6. Click the asset you want to reserve.
  7. Click Save.

Set up asset reservations as a client

An administrator must provide clients permission to reserve an asset before clients can use the reserve asset feature.

  1. In the toolbar, click Setup and select Assets > Options.
  2. In the Asset Options screen, select Clients Can Search Assets.
  3. (Optional) If you selected Clients Can Search Assets, select Limit to Assigned and Reservable (if applicable).
  4. Click Save.

Reserve an asset as a client

  1. In the client interface, click Assets.
  2. Click Search.
  3. Locate your asset.
  4. Select the Reserve check box.
  5. Click Reserve Checked.

    A calendar window appears, allowing you to select a reservation date or range of dates.

    To select a reservation date range, click the first day of the reservation, drag the cursor to the last day of the reservation, and then click Save.

    To remove a reservation, click the trash can on the reservations page.

Check assets in and out

Only Techs can check reserved assets in or out.

  1. In the toolbar, click Assets and select Reservations.
  2. In the Search screen, complete the fields as required.
  3. Click Search to locate your reserved assets.
  4. In the Reservation Details screen, click Check In to check in an asset.
    Click Check Out to check out an asset.
  5. Click Save
 
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