Self-service reference
The actual list of self-service rules and values.
What can be taken and returned
Section titled “What can be taken and returned”| Action | Allowed | Not allowed |
|---|---|---|
| Take for myself | An asset in a location | An asset with another employee, at a service center, in a write-off location, written off, or lost; anything from your own termination date on |
| Return | An asset checked out to you | Someone else’s asset; returning to a write-off location |
An asset currently booked for another employee isn’t offered in the Take for myself list. Transfers between locations, sending for repair, and license seats aren’t available through self-service.
Form fields
Section titled “Form fields”| Form | Field | Required |
|---|---|---|
| Take for myself | Planned return date | no |
| Notes | no | |
| Return | Condition (for each asset) | per company setting |
| Return to location | yes | |
| Notes | no |
Notes can be up to 2,000 characters. If an inspection at check-out and check-in is set up for the asset type, the table has an Inspection column.
Asset condition on return
Section titled “Asset condition on return”The Asset condition on a self-service return setting on the Settings → Transfer Settings page.
| Value | What happens |
|---|---|
| Don’t ask | There’s no Condition column |
| Optional | The condition can be left empty |
| Required | Assets can’t be returned without a condition for each one. This is the default |
If your company has no conditions turned on, Required works like Optional.
Refusal messages
Section titled “Refusal messages”| Message | Reason |
|---|---|
| Your account is not linked to an employee card. Ask an administrator to link it. | The user account isn’t linked to an employee, or the employee is terminated |
| Only an asset that is in a location can be taken: … | The asset isn’t in a location, or it’s written off or lost |
| These assets are not checked out to you: … | Trying to return someone else’s asset |
| Choose the location. | No location chosen on return |
| Assets cannot be returned to this location. | A write-off location was chosen |
| Choose a condition for: … | The condition is required but missing |
| You are leaving the company on …; you can no longer take assets for yourself. You can still return the ones you hold. | The termination date has come |
| At a service centre, it cannot be handed out or moved until it is returned: … | The asset is in repair |
The warning “The asset “…” is booked: … for … until …” doesn’t stop you from taking the asset; it just tells you about someone else’s booking.
Where it shows up
Section titled “Where it shows up”| Place | What you see |
|---|---|
| Dashboard → My assets widget | Assets checked out to the employee, with the Take for myself and Return buttons |
| CheckIn/CheckOut | Documents with the Self-service tag; the Handling filter — Regular / Self-service (for those who see all documents) |
| My transfers | Only your own documents — for an employee with the View own permission |
| Asset history | Entries marked as self-service |
Access permissions
Section titled “Access permissions”In the role editor, these permissions are in the Check in / Check out group.
| Permission | What it allows |
|---|---|
| Take for oneself and return own | The Take for myself and Return pages |
| View own | The CheckIn/CheckOut page with only your own documents |
| Create | Any transfer, including the self-service pages |
| View | All transfer documents |
Every company has the standard Self-service role, which contains exactly the Take for oneself and return own and View own permissions.
Useful links
Section titled “Useful links”- Self-service — how it all fits together
- Take and return assets — step-by-step tasks
- Configure self-service — step-by-step tasks