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How To: Use and Manage Custody

Cheqroom's Custody feature simplifies the management of indefinite check-outs, ideal for equipment with uncertain return dates.

 

Assigning and Releasing Custody

 

Assigning Custody

  • Navigate to Items (or Kits) in the main menu.

  • Click the 3 dot menu next to the item (or Kits) and choose to Take Custody or Give Custody.


 


Releasing Custody of an Item

  • Find the Item you wish to release from Custody.

  • Click the 3 dot menu next to the item (or Kits) and choose to Release Custody.

 

  • Once you release custody, the item will become available again for reservation and check out. 

 

Releasing Custody at a Different Location

This capability must be manually enabled. You can do so by following these steps:

  • From the left hand menu, click on Settings and then click on Add-Ons. 

 

  • Make sure that Custody is set to Active and then click on Settings. 

 

  • Enable release at other location and then click Save. 

 
 

Locating Items in Custody

Locate items currently in Custody:

  • Navigate to Items (or Kits) and click Filters>Status>In Custody. 



 
  • Next, click Apply. 

  • From here, you can review all items that are in custody and who has custody of each item. 


Finding All Items in Custody of a User

See items held by a specific contact:

  • Click the Users tab from the left hand menu, find the user you'd like to view for all items and custody and click on their name. 

  • From here, you can see how many items a user has in custody. 


Finding All Items in Your Custody

Check items currently in your Custody:

  • From your Dashboard, you can click on in Custody in the Items by status to review all the items that are currently in custody of other users. 

 

NOTE: Make sure that users have appropriate Permissions to manage Custody. You can read more on our How to Manage User Roles and Permissions guide.