Returning / Unassigning Equipment

Use this workflow when an employee leaves, changes role, or returns a device — moving it back to the Asset Pool for future reassignment.

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Overview

flowchart TD
    A[Open asset in Assets table] --> B[Edit assignment field]
    B --> C[Set to Unassigned - Asset Pool]
    C --> D[Save changes]
    D --> E[Asset status changes to Unassigned]
    E --> F[Asset reappears in Asset Pool]
    E --> G[Employee asset count decreases]
    E --> H[Activity Log records the return]

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Step-by-Step

Step 1 — Find the Asset

Go to Assets in the top navigation. Search by the employee’s name in the Assigned To column, or search by asset name or ID.

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Step 2 — Open the Asset Detail

Click the Asset ID (e.g. HW-00009) to open the full asset record.

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Step 3 — Update the Assignment

In the Assignment section, change Assign to Employee to:

— Unassigned (Asset Pool) —

Also clear or update the Location field if relevant.

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Step 4 — Save

Save the changes. The system will:

1. Remove the employee link from the asset
2. Set status back to Unassigned
3. Move the asset back into the Asset Pool
4. Record an update event in the Activity Log

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After Returning

Location	Change
Asset Pool	Asset reappears, available for new assignment
Assets table	Assigned To column clears
Assets table	Status changes to Unassigned
Employee profile	Asset count badge decreases
Dashboard	Unassigned count increases by 1