The Signouts tab of an employee record is used to track tools that have been entrusted to this employee. Examples of items that might be signed out include cell phones, toolkits, vehicles, uniforms, ladders, power washers, etc. Entering these items as a signout in the employee’s record ensures that you can track the status of all of your assets within ServiceCEO.
Creating a Signout
Editing a Signout
Returning a Signout
To create a new signout for an employee:
From the employee's Signouts tab, click Sign Out. The Item Signout window appears.
Type a description of the Signout in the Description field.
Type or select the number of Signouts in the Quantity spin box.
Type or select the amount it would cost to replace the item(s) in the Replace Cost spin box.
Select the date on which the item(s) was signed out from the Date Out calendar box.
If the employee must return the item(s), select the Must Return check box. The Return By field appears.
If you selected the Must Return check box, select the date on which the item(s) must be returned from the Return By calendar box.
Type a note into the Notes field, if necessary.
If a Signout agreement has been signed, select the Agreement check box.
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Click OK. The Signout appears on the employee's Signouts tab.
To edit an employee signout:
From the employee's Signouts tab, double-click the Signout you want to edit. The Item Signout dialog box appears.
Make the necessary edits to any of the fields. See the Creating a Signout section for details.
Click OK. The employee's Signouts tab appears, displaying the edited Signout.
To mark an employee's signout as returned:
From the employee's Signouts tab, double-click the Signout you want to mark as returned. The Item Signout dialog box appears.
Click Returned. The Signouts tab appears, displaying the Signout with a value of Yes in the Returned column.
After you mark a Signout as returned, the Item Signout dialog box will display the date on which the Signout was returned.
