#Lansweeper integration pdf
Reftab can now automatically generate PDF files containing loan signatures and agreement text. See FAQ Here: PDF Generated Forms for Custody Verification and Asset Check Outs
We want to hear from you! Please reply to this email (or email ‘ ‘) for any feedback and suggestions on equipment requests / approvals. (At this time, we don’t have an accurate estimate on when approvals will be released but we will keep everyone updated.) The Reftab team is now working on building approval workflows.Īpprovals will allow you to set a procedure that places requests in rounds of approvals before an item is purchased or given to someone. If a user clicks on a category that has no assets in it, they will see a notice saying “Click Here to Request Equipment”.Įquipment requests are currently in phase one. Requesting Equipment from the User Portal: The alternative to public request pages, is allowing users to request equipment from the user portal.You can customize these pages and create an unlimited amount of public pages. Public Request Pages: You can create a public page, share the URL with anyone you want and anyone with access can submit a request.
If approved, the Reftab admin can select the specific items from stock and fulfill the request through a reservation or check out.
#Lansweeper integration update
This update greatly eases the process for the end user because now they can simply enter a quantity of what they want and when it’s needed by.Īdministrators can then approve or deny (which include email notices). We heard that this created situations where certain equipment was being reserved more than others, or it was too cumbersome for some users to find equipment in the portal, or equipment was available but the user didn’t know it. Prior to this update, users needed to search and find specific equipment to reserve. For example, if a student wants a camera or an employee wants a monitor or someone needs a group of tools for a job site, they can request these items at the category level. We’ve been working hard and are excited to introduce new features and updates! New FeatureĮquipment Requests – Available on the Business Plan, equipment requests allow users to submit general requests for equipment. Hello everyone, thanks for taking the time to read Reftab’s latest release notes.
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