Requested — User Guide

Module: Fixed Equipment
Audience: Staff requesting equipment, IT administrators, line managers / approvers
Version: 1.0.0
Last updated: 2026-07-22

Overview

Requested is the queue for equipment checkout requests. Staff (or administrators on their behalf) can ask to assign a company asset to an employee. Depending on your organization's approval settings, the request may go through one or more approvers before the asset is checked out. Once approved, the checkout appears in Sign manager for signature collection.

Use this screen to submit, track, approve, or reject equipment requests.

Prerequisites

View own users only see requests where they are the Checkout for staff member. To manage the full queue, you need global View permission.

Setup before requests work:

1. Assets must exist and be marked Requestable with a Deployable status.
2. Settings → Approval settings — configure checkout approval workflow (optional; without it, requests auto-approve and check out immediately).

Step-by-step: View and filter requests

1. Go to Fixed Equipment → Requested.
2. Use the filters:
   • Checkout for — filter by staff (global View only)
   • Status — New, Approved, or Rejected
   • Create from date / Create to date
3. The table refreshes when you change a filter.

Expected result: A list of requests with title, asset, serial, who the equipment is for, notes, date, and status badge.

Step-by-step: Submit a request

1. On the Requested page, click Add.
2. Complete the form:
   • Title (required) — short description of the request
   • Assets (required) — only requestable, deployable assets appear
   • Checkout for (required) — staff member who will receive the equipment
   • Notes (optional)
3. Click Send request.

Expected result: You are taken to the request detail page.

• If no approval workflow is configured, the asset is checked out immediately and you see a checkout success message.
• If approvers are predefined, notifications go to the configured approvers.
• If choose when approving is enabled, you pick an approver on the detail page (see below).

Step-by-step: Approve or reject a request

Approvers see action buttons on the request detail page when it is their turn.

1. Open the request (View from the list).
2. In the approval section, click Approve or Deny.
3. Optionally enter a Reason.
4. Confirm the action.

Expected result:

• Approve — when all required approvers have approved, the asset is checked out to the requested staff member and status shows Approved.
• Deny — status changes to Rejected; the asset is not checked out.

Step-by-step: Choose an approver

When your organization uses "choose when approving":

1. After submitting a request, open the detail page.
2. Select an approver from the dropdown (any staff except yourself).
3. Click Choose.

Expected result: The selected approver receives a notification and can approve or deny on the detail page.

Step-by-step: Delete a request

Single delete

1. In the request list, open the row menu and click Delete.
2. Confirm the deletion.

Bulk delete

1. Select checkboxes on the rows to remove.
2. Click the bulk Delete action and confirm.

Note: Deleting an already-approved request does not automatically check the asset back in. Return equipment via Assets if needed.

Request detail page

The detail view shows:

• Asset image, status, serial, and QR code
• Manufacturer, category, purchase, supplier, and depreciation info
• Checkout/check-in history counts
• Approval progress (who approved, denied, or is pending)

Click Back to return to the request list.

Field reference

Common issues

Related features

• Assets — mark assets as Requestable; check in returned equipment
• Sign manager — collect signatures on approved checkouts
• Settings → Approval settings — configure checkout approval chains