Asset Transfer¶
Module: Asset Transfer | Audience: All Users
Table of Contents¶
- Overview
- Transfer List
- Creating a Single Asset Transfer
- Creating a Bulk Asset Transfer
- Transfer Statuses
- Transfer Detail View
- Managing Transfers
- Transfer Dashboard
- RFID-Based Movement Tracking
- Master Data Used by This Module
Overview¶
Asset transfers move one or more assets from their current location and custodian to a new destination. Transfers can optionally trigger workflow approvals and integrate with RFID movement tracking for check-out and check-in verification.
Transfer List¶
Path: Sidebar → Asset Transfer | URL: /asset-transfer
The list view shows all transfer requests with columns for status, reason, destination, requester, and date. Use the search bar and filters to narrow results.
Creating a Single Asset Transfer¶
Path: Asset Transfer → + New Transfer | URL: /asset-transfer/new
Step 1 — Select Asset¶
Search or browse for the asset to transfer. You can filter by category, location, and department.
Step 2 — Transfer Details¶
| Field | Type | Required | Validation | Depends On |
|---|---|---|---|---|
| Reason | Dropdown | Yes | One of: Relocation, Reassignment, Maintenance, Disposal, Return, Other | — |
| To Location | Tree Select | Yes | Must select a valid location | Locations |
| Assigned To | Dropdown | No | — | Users |
| Department | Dropdown | No | — | Departments |
| Transfer Cost | Currency | No | Numeric value | — |
| Comments | Text Area | No | — | — |
| Enable Movement Tracking | Toggle | No | Default: Off | — |
| Tracking Type | Radio | No | Vehicle or Asset. Visible only when Movement Tracking is enabled. | Movement Tracking toggle |
| Vehicle | Dropdown | No | Visible only when Tracking Type = Vehicle | Vehicles, Tracking Type |
| Supporting Documents | File Upload | No | Multiple files allowed | — |
Conditional Field Logic¶
Enable Movement Tracking = OFF
→ Tracking Type: hidden
→ Vehicle: hidden
Enable Movement Tracking = ON
→ Tracking Type: visible (Vehicle | Asset)
→ If Vehicle selected → Vehicle dropdown: visible
→ If Asset selected → Vehicle dropdown: hidden
Creating a Bulk Asset Transfer¶
Path: Asset Transfer → Bulk Transfer | URL: /asset-transfer/bulk
- Filter assets using Category, Location, and Department filters.
- Select multiple assets using the checkboxes in the asset list.
- Fill transfer details — same fields as single transfer (see table above).
- Submit — all selected assets are transferred with the same destination, reason, and metadata.
Note: Each asset in a bulk transfer retains its own "from" location and custodian in the transfer detail record.
Transfer Statuses¶
| Status | Description | Next Possible Statuses |
|---|---|---|
| Draft | Transfer saved but not submitted | Pending, Cancelled |
| Pending | Submitted; awaiting workflow approval | Approved, Rejected, Cancelled |
| Approved | All workflow approvals complete | Checked Out, Completed |
| Checked Out | Asset physically removed from source (RFID/manual) | Check Out Approved |
| Check Out Approved | Check-out confirmed by approver | Checked In |
| Checked In | Asset physically received at destination (RFID/manual) | Completed |
| Completed | Transfer fully complete; asset location and custodian updated | (terminal) |
| Rejected | Transfer denied by an approver | (terminal) |
| Cancelled | Transfer cancelled by the requester | (terminal) |
Transfer Detail View¶
Path: Asset Transfer → Click a transfer row | URL: /asset-transfer/:id
The detail view shows:
| Section | Content |
|---|---|
| Transfer Info | Reason, status, destination, cost, comments |
| Asset(s) | List of assets in the transfer with from/to location |
| Workflow Status | Current approval level, pending approvers |
| Movement Tracking | Check-out and check-in timestamps, reader IDs, scan details |
| History | Timeline of all status changes |
| Documents | Uploaded supporting files |
Managing Transfers¶
| Action | Condition | Description |
|---|---|---|
| Edit | Status = Draft | Modify transfer details before submission |
| Cancel | Status = Draft or Pending | Cancel the transfer request |
| Approve/Reject | You are the assigned approver | Available from Approval Tasks |
Transfer Dashboard¶
Path: Asset Transfer → Dashboard | URL: /asset-transfer/dashboard
Visual analytics including: - Transfer volume by time period - Transfers by status - Transfers by location - Transfers by reason - Average completion time
RFID-Based Movement Tracking¶
When movement tracking is enabled for a transfer:
- Check-Out: An RFID reader at the source location detects the asset leaving. The system records the checkout scan ID, timestamp, and reader.
- Check-In: An RFID reader at the destination detects the asset arriving. The system records the checkin scan ID, timestamp, and reader.
- Vehicle Tracking: If tracking type = Vehicle, the vehicle's RFID tag is also monitored for route verification.
Prerequisite: RFID readers must be configured at the relevant locations. See RFID Management.
Master Data Used by This Module¶
| Master Entity | Where Used | Purpose |
|---|---|---|
| Locations | To Location field | Transfer destination |
| Departments | Department field | Destination department |
| Users | Assigned To field | New custodian |
| Vehicles | Vehicle field (when tracking enabled) | Vehicle tracking |
| Workflow Templates | Automatic | Approval routing (if configured) |
Related: Asset Management · Permits · Workflow Management · RFID Management · Reports