Summary

This article provides instructions for receiving a returned loaner hardware device in the Hardware Asset application in TeamDynamix.

In order to perform this function, you will need to be assigned the Technician role or higher in the TDx Hardware Asset application. If you have not already been assigned these permissions, please reach out to the Asset Management team to request this role.

How-To

Instructions

Step 1 - Pull up the hardware asset in TeamDynamix and hit the ‘Edit’ button in the upper left corner:

Step 2 - Make sure the Form that is selected is the Technician Asset Form:

Step 3 - When returning a loaner device, there are multiple fields that need to be updated, including:

• Status: Update from ‘In Use’ to ‘Inventory’:

• Substatus: Add the ‘Available’ tag by selecting it from the drop-down menu:

• Requestor: Clear this field as the loaner has been returned
• Requesting Acct/Dept: Clear this field as the loaner has been returned
• Location: Update to the loaner storage/ holding location
  • Location Room: The room number the device will be in, if applicable
• Institution: Make sure this field is populated and accurate

Step 4 - Click the 'Save’ button in the upper left; you will see a confirmation message stating the changes have been saved. To go back to the asset information, click the button ‘To Detail’:

Outcome

You have successfully returned this loaner to inventory in TeamDynamix.

Need additional help?

Reach out to the Asset Management Team for assistance with receiving a returned loaner device in the TeamDynamix Hardware Asset application.

You may also visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request.