14.1 New Asset Onboarding
- Step 1 — Open All Assets and click Create Asset.
- Step 2 — Complete General, Financial, and Assignment tabs.
- Step 3 — Set status to Available (or Assigned if deploying immediately).
- Step 4 — Add attachments (invoice, photo, warranty document).
- Step 5 — Save and verify the asset appears on the Dashboard.
14.2 Assign → Use → Return
- Step 1 — Operator opens Assign Asset and selects an available item.
- Step 2 — Choose custodian, add notes, and confirm assignment.
- Step 3 — Custodian sees the asset under Assigned To Me.
- Step 4 — On return, open Return Asset, confirm condition, and submit.
- Step 5 — Asset status returns to Available for the next assignment.
14.3 Request and Approve Equipment
- Step 1 — User submits Request Asset with justification.
- Step 2 — Approver reviews Manage Requests.
- Step 3 — On approval, assign or book the requested asset.
- Step 4 — Requester receives notification if email workflows are enabled.
14.4 Inventory Cycle
- Step 1 — Plan an inventory cycle and communicate scan locations.
- Step 2 — Operators scan labels in Inventory and record each find.
- Step 3 — Reconcile missing items against the All Assets register.
- Step 4 — Export a report from Report Builder for audit evidence.
14.5 Administrator Setup Checklist
- Deploy .sppkg → Add web part → Complete Setup → Configure Settings.
- Seed lookup lists → Assign app administrators → Configure roles.
- Pin Teams tab → Train custodians on Assign/Return → Enable audit reviews.
