At checkout
- Record the asset tag and serial number from the device itself
- List each accessory that leaves with the device
- Note existing marks or damage in words
- Confirm the lending manager or site lead has agreed to the loan
An equipment checkout form records what leaves IT stock, who has it, and what condition it was in when it went out. The return side matters as much: it should show the device came back, which accessories returned with it, what changed, and whether company data was removed before anyone else used it. Keep both records under the same asset tag, so you can spot a missing charger or an open loan when you pair the rows.
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| Field | Type | Required | Why you ask it |
|---|---|---|---|
Record typeFill in the return fields only when you are recording a return. CheckoutReturn | Single choice | Required | Says which half of the loan this submission records. |
Asset tagThe tag printed or engraved on the device | Short text | Required | Use the same asset tag on the checkout and the return, so you can pair the two rows when you read the grid. |
Device typeLaptopTabletPhoneMonitorCamera or other peripheralOther | Dropdown | Required | Groups loans by kind of device, so a count of phones does not mix with laptops. |
Serial number | Short text | Optional | Identifies the device when the asset tag is missing or worn off. |
Accessories includedChargerCaseDock or adapterMouse or keyboardHeadset | Multiple choice | Optional | Lists what should come back with the device, so a missing charger shows up at return. |
Borrower name | Short text | Required | Names the person responsible for the device until it is returned. |
Borrower work email | Required | Lets the owner ask about a return or a device that stopped working. | |
Team or location | Short text | Optional | Shows where the device is kept, for a recall or a headcount of equipment. |
Return by | Date | Optional | Sets the date the device should be back. Leave blank for an open-ended loan that a manager has approved. |
Condition at checkout | Long text | Optional | Gives a written baseline, so the return check can tell new damage from marks that were already there. |
Condition at return | Long text | Optional | Records the state the device came back in, before anyone reuses it. |
Data removal statusReset or cleared before reuseNot yetNot applicable | Single choice | Optional | Shows whether the device is ready for another person. Your IT process decides how company data is removed. |
Approved by | Short text | Required | Names the manager who agreed to the checkout or accepted the return. |
Estimate based on question types; actual completion time varies.
Example only, not a real submission
The asset tag, what left with the device, who has it, the agreed return date and its condition at checkout. Add the return condition and the data removal status when it comes back. Keep both records under the same asset tag.
This form is shared online by link, so it is not a printable sheet. When you need a list outside the app, export the submissions grid to CSV and print from that file.
A template can work for a few devices kept in one place. Once devices leave the building or go to several people, you also need named approvers, condition notes and a return date. Keep those fields even in a free template.
No. It records what was agreed at checkout and at return. It does not track location or update a stock count, so keep your asset register in whatever system your team already uses.
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