Checking an Item Out
Choose any item(s) you wish to Check Out by selecting your item(s), and choosing Check Item(s) Out from the Action menu.
Make sure the item isn’t currently checked out by looking under Status. The Check Out Items screen will then appear.
Any field with a red asterisk "*" next to it is Required in SAFE.
Note, you will not be asked for an Expected Return Date unless an Administrator (Org Admin) has selected this in the Settings \ Organization \ Field Settings section of SAFE.
If Expected Return Date has been selected in the Settings \ Organization \ Field Settings section of SAFE, you may then select it as shown below.
Fields on the Check Out Items Screen
Taken By - Type the name of the Person who is taking the Item. This field will remain red unless the person returning the item has a valid email address in the system. This is a Required field.
Reason - What is the reason for taking the Item? This is a Required field.
Notes - You can type notes in this field.
Expected Return Date - Enter a date and time you expect the Item to be returned by.
Signature - When checking out an item, you must sign your name in this field via Touch Screen, Topaz Signature Pad (if either of those options are enabled by your administrator), or simply signing via mouse to maintain the Chain of Custody. This is a Required field.