Unassigning assets

To automate the offboarding process, you can create a workflow using the Offboard Assets block that will automatically revoke the assignment of an asset to a user.

If you want to manually offboard an asset from a user, complete the following steps:

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, you are notified that your asset is not assigned to a stockroom. The asset will be unassigned from the user only.
   • If the asset is linked to a stockroom, select the Do not add to inventory checkbox to unassign the asset from both the user and the stockroom. If you do not enable this checkbox, the asset is unassigned from the user only.
7. Click Return to complete the transaction. 

You can also manually unassign an asset from a user in the stockroom menu:

1. Click Locations > Stockroom.
2. Open the stockroom where the asset is located.
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
When completing a transaction involving an asset linked to a stockroom, it is important to provide a reason or note for the transaction. This information can be tracked in the stockroom Actions menu, enabling you to keep track of all stockroom transactions and ensure that any issues that arise can be addressed quickly and easily.

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Offboard Assets block