Equipment transfers

Move equipment between departments or branches with a full custody trail and a printable gate pass.

Who can do this: Superadmin Branch Admin Department Head Doctor / Nurse (start) Internal biomeds

Transfer types

Type	Use it for
Temporary (loan)	Equipment that will come back. Set an Expected return date. It stays on the home department's count until returned.
Permanent	Equipment that is moving for good.

Start a transfer

1. Go to Equipment Transfers → Start new transfer, or open the equipment and select Transfer.
2. Choose the current branch and the equipment (search by name, serial or asset tag).
3. Choose the destination branch, department and location.
4. Pick Temporary or Permanent, and give a reason (printed on the gate pass).
5. Select Submit transfer.

The transfer journey

flowchart LR
    A[Requested] -->|origin approves| B[Preparing for transit]
    B -->|checklist done, released| C[In transit]
    C -->|destination signs in| D[Received]
    D -.->|temporary loans| E[Returned]
    A -->|rejected| X[Rejected]

Step	Who	Action
Requested	Origin branch manager	Approve or Reject (with reason).
Preparing for transit	Origin	Tick the preparation checklist, complete prep and release it. Print the Gate pass.
In transit	Destination	Inspect on arrival and receive it.
Received	—	The equipment's location updates.
Return (temporary)	Borrower	Return it by the expected date, or it shows as Return overdue.

The requester can cancel while it's still open. Everyone involved is emailed at each step.

Find transfers

The transfers list has tabs: Needs my action, In transit, On loan, Overdue, Completed and All.