Check-out and check-in equipment

Table Of Contents

Step-by-Step Instructions #

A. Go to Operations

  • From the main dashboard, navigate to the Operations module.
  • Select “Assign / Return” under the Check-in / Check-out card.

B. Select the equipment to check out.

  • In the lookup box, use the search bar to find the equipment you want to check out by entering its serial number or internal instrument ID number.
  • Check the calibration date and bump test date validity, if applicable.
  • Fill in the check-out information (e.g., name, employee ID, company, and site).
  • Click the Check out button to confirm.

⚠️ NOTE : If the calibration or bump test is overdue, the check-out function will be unavailable until the required action is completed.

C. Checking in returned equipment

  • From the main dashboard, navigate to the Operations module, then select “Assign / Return” under the Check-in / Check-out card.
  • Use the search bar to find the equipment in the field.
  • After the equipment is found, click the Check-in button on the right side of the equipment information. The complete equipment status will appear on the right side of your screen.
  • Review and confirm the equipment status according to its condition, then click the Check-in button to complete the process.

⚠️ NOTE : If the instrument is in satisfactory condition, it will be returned to an available status for other users. If not, it will be placed in maintenance mode until a new calibration or maintenance activity is completed.

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Updated on July 7, 2026