Asset transfers

Request, review, and track a transfer.

A transfer records a proposed move and tracks it from approval to handover.

Request a transfer

Start from an asset detail page or a QR scanner result. A transfer remains a request until its approval and handover steps are completed.

  1. 1

    Open an asset

    SidebarAsset ManagementAssetsSelect an asset

  2. 2

    Open Transfer Asset

    The action is available when you can edit asset records.

  3. 3

    Fill in the transfer

    Enter a reason and any destination details from the field reference below.

  4. 4

    Select Request Transfer

    Ark creates a pending request. Approval is required before the transfer is applied.

FieldRequiredDetails
To LocationOptionalNew location for the asset.
To DepartmentOptionalNew department for the asset.
Assigned ToOptionalName of the person who should receive the asset.
ReasonRequiredExplain why the transfer is requested.

Screenshot coming soon

The Transfer Asset request dialog.

Capture URL
https://ark.toystack.ai/asset-management/assets
On-page action
Open an asset, then select Transfer Asset.
Add image at
public/docs/images/transfer-request.png
The Transfer Asset request dialog.

Track the transfer

The Asset Transfers list supports search and status filtering. Open a transfer to see its details and activity. A pending transfer can be approved or rejected by an authorized reviewer; an approved transfer can be completed or failed by an authorized manager. Available actions depend on role and status.

List columnShows
Transfer #The transfer reference number.
AssetAsset name; select the row for request details.
TagAsset tag.
StatusPending, Approved, Rejected, Completed, Cancelled, or Failed.
FromCurrent location, or current assigned person when no location is shown.
ToRequested location, or requested person when no location is shown.
Requested ByMember who submitted the transfer.
RequestedRequest date.

Screenshot coming soon

The transfer list with status filters.

Capture URL
https://ark.toystack.ai/operations/asset-transfers
Add image at
public/docs/images/asset-transfers.png
The transfer list with status filters.

Transfer decision forms

Open a transfer to see only the actions available for its current status and your role.

ActionField and requirement
Approve TransferRemarks are optional.
Reject TransferReason is required.
Complete TransferHandover Remarks are optional.
Mark Transfer as FailedReason is required.
Cancel TransferReason is optional.