Unassigning assets

When users are offboarded from an organization, the assets that are assigned to them are returned to the organization.

Typically, the offboarding process is automated to ensure that all assets are returned to an organization when users leave an organization.

Tip
Check out the offboarding packages available in the Oomnitza Store.  To automate the offboarding of assets, you can create a workflow that automatically revokes the assignment of an asset to a user based on the conditions that are specified. See Offboard Assets block. 

Offboard an asset assigned to a user

1. Click People
2. Open a user record.
3. Click Assets.
4. Select New action .
5. From the Action type dropdown, click Return.
6. Click + to select an asset. 
   • If the asset is not linked to a stockroom, the asset is unassigned from the user and not returned to a stockroom.
   • If the asset is linked to a stockroom, select Do not add to inventory to unassign the asset from the user and the stockroom. Otherwise, the asset is unassigned from the user and not from the stockroom.
7. Click Return. 

Offboard an asset in the stockroom

1. Click Locations > Stockroom.
2. Open the stockroom.
3. Click Assets.
4. Click New action .
5. From the Action type list, click Return.
6. Add the name of the user to whom the asset is assigned.
7. Click Add to select an asset. 
8. Select the Do not add to inventory to unassign the asset from both the user and the stockroom. If you do not enable this option, the asset is unassigned from the user only.
9. Click Return to complete the transaction. 

Tip
Add a note when you return assets linked to stockrooms. The information can be tracked in the stockroom Actions menu and it will help you keep track of all stockroom transactions and ensure that any issues that arise can be efficiently addressed.