Video tutorial
Tutorial content:
- Example of creating a new property category
- Example of registration of borrowed property
- Example of return of borrowed property
In the PERSONALISTICS module, you can have an overview of the company's assets borrowed to employees. In order to be able to create records of individual loans, it is first necessary to define the Types of borrowed assets. In the left navigation bar, click on the application Employees, then on Settings and then click on Types of borrowed assets. If the type we want is not in the list, it needs to be created. We therefore press the New type of asset button and enter the name of the type in the Assets type field in the open form. We will save the form.
We go to the view page Borrowed assets. By pressing the Borrow new assets button, we open the borrowed assets form. In it, we fill in the item name, the employee to whom the asset is borrowed, the assets type and the acceptance date. At the end, we click on the Save button.
On the Borrowed assets page, we can see all the borrowed assets. If we want to return the assets borrowed by us, we open our form, enter the return date and save the form.