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Handover

In the Handover tab, all assigned delivery and return protocols are displayed. More information on the options in the Handover tab can be found under “Handover” Tab. This chapter is divided into the following sections:

Handing Over a Delivery Protocol

To process the handover of a delivery protocol, proceed as follows:

  • In the Handover tab, tap the rent protocol you want to process.
  • An overview of the rent protocol is displayed.

Protocol Line

  • In the overview, tap the Handover option at the top of the screen.
  • Tap a protocol line in the Lines FastTab.
  • An overview of the protocol line with additional information on the rent object is displayed.
  • Navigate to the General FastTab.
  • If the protocol line contains an item, activate the Quantity Handed Over toggle switch.
  • Optional If the item quantity is greater than one, first specify the quantity to be handed over.
  • Optional Specify whether items are to be sold or scrapped.
  • Optional For service items, tap Damages to add any damages that were not recorded correctly during preparation.
  • For service items, then activate the Damages Recorded and Quantity Handed Over toggle switches.

Note

If a checklist was stored for the rent class during the object process status, it must also be filled in for the protocol line.

  • In the Checklists FastTab, tap Rental Handover.
  • Fill in the checklist with the required information.
  • Tap Finish Checklist.
  • Tap the arrow icon in the top-left of the screen to return to the protocol line.

Note

If checkpoints were set up for the service item, they must also be filled in for the protocol line.

  • Tap Checkpoints.
  • Enter the required information for all checkpoints.
  • Activate the necessary toggle switches for all checkpoints.
  • Tap the arrow icon in the top-left of the screen to return to the protocol line.
  • Tap the Confirm Protocol Line button. A dialog window is displayed.
  • Confirm the dialog window with Yes to complete the handover of the protocol line.
  • The protocol line is marked as Confirmed and highlighted in green.
  • Repeat the previously mentioned steps for all protocol lines.
  • In the Closing FastTab, tap Signature.
  • Enter the name of the signee in the Name of the Contact Person field.
  • Deactivate the lock icon.
  • Sign the protocol.
  • Then, reactivate the lock icon.
  • If no contact person was present for a signature, select the No Contact Person Present checkbox. That way, the protocol can be concluded without a signature.
  • Tap the Confirm Signature button.

Note

The following function requires the Report Setup to be completed first.

  • Optional Open the delivery report as a PDF via the Open as PDF field.
    or
    Send the delivery report via the Send via Email field.
  • All necessary information is now confirmed. Tap Complete Protocol to close the rent protocol and to finish the handover.

Tip

If necessary, you can also add other rent objects requested by the customer during handover to a delivery protocol. To do so, tap Add New Rent Object in the Functions FastTab in the protocol, then tap the + button next to the relevant object to enter the desired quantity. You are redirected to the preparation of the added object. How to carry out a preparation is described under Preparation. Now you can return to the handover and complete it as usual.

The handover of the delivery protocol is complete. Thanks to the real-time synchronization, the Delivery Status in the protocol card is set to Delivered in our rent solution. If you enabled postings during Mobile Rental Setup, the protocol is also posted automatically upon handover. Otherwise, this must be done manually in our rent solution. More information on this can be found in the documentation for Aptean Rental.

Handing Over a Return Protocol

To carry out the handover of a return protocol, proceed as follows:

  • In the Handover tab, tap the return protocol you want to process.
  • An overview of the rent protocol is displayed.

Protocol Line

  • In the overview, tap the Handover option at the top of the screen.
  • Tap a protocol line in the Lines FastTab.
  • An overview of the protocol line with further information on the rent object is displayed.
  • Navigate to the General FastTab.
  • If the protocol line contains an item, activate the Quantity Handed Over toggle switch.
  • Optional For service items, tap Damages to record the damages that occurred during the return.
  • For service items, then activate the Damages Recorded and Quantity Handed Over toggle switches.

Note

If a checklist was stored for the rent class during the object process status, it must also be filled in for the protocol line.

  • In the Checklists FastTab, tap Rental Returns.
  • Fill in the checklist with the necessary information.
  • Tap Finish Checklist.
  • Tap the arrow icon in the top-left of the screen to return to the protocol line.
  • If the service item requires information regarding meters or consumption, enter this information in the Meters and Consumptions FastTab.

Note

If checkpoints were created for the service item, they must also be filled in for the protocol line.

  • Tap Checkpoints.
  • Enter the required information for all checkpoints.
  • Activate the necessary toggle switches for all checkpoints.
  • Tap the arrow icon in the top-left of the screen to return to the protocol line.
  • Tap the Confirm Protocol Line button. A dialog window is displayed.
  • Confirm the dialog window with Yes to complete the return of the protocol line.
  • The protocol line is marked as Confirmed and highlighted in green.
  • Repeat the previously mentioned steps for all protocol lines.
  • In the Closing FastTab, tap Signature.
  • Enter the name of the signing person in the Name of the Contact Person field.
  • Deactivate the lock icon.
  • Sign the protocol.
  • Then, reactivate the lock icon.
  • If no contact person was present for a signature, select the No Contact Person Present checkbox. That way, the protocol can be concluded without a signature.
  • Tap the Confirm Signature button.

Note

The following function requires the Report Setup to be completed first.

  • Optional Open the return report as a PDF via the Open as PDF field.
    or
    Send the return report via the Send via Email field.
  • All necessary information is now confirmed. Tap Complete Protocol to close the rent protocol and to finish the return process.

You have successfully finished the handover of a return protocol. To finish the return process, it is necessary to carry out the follow-up of all return lines of a protocol. How to carry out a follow-up is described under Follow-Up.