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How to borrow and return equipment in the Tiks Portal
This article explains how an admin user can record equipment borrowed and returned by a person who has signed into the system. Access to this functionality depends on your Tiks Portal setup. Contact your Tiks Account Manager if you need it enabled.
Steps
- Access the Signed In Report
From the admin dashboard, click on Signed In Report. - Locate the signed-in user
Find the person who has signed in and click the Equipment button next to their name. - Confirm identity and assign equipment
Confirm the user's ID when prompted. Enter the equipment details and apply the Borrowed status. Click Save. - View borrowed items
The system will now display the borrowed items against the visit ID in the Signed In Report. - Record equipment return
When the person leaves the site, the system will prompt them to return the items. They cannot sign out until the items are marked as returned.
To record the return, locate the user in the Signed In Report, change the status to Returned using the drop-down, and click Save.
Tips
- Ensure equipment details are accurate to avoid delays during sign-out.
- If the Equipment button is not visible, check with your Tiks Account Manager to confirm if the feature is enabled for your portal.
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