Handovers
A handover is a formal transfer of one or more assets — either to a new owner or back to storage. Every handover produces a signed PDF record.
What a handover does
Section titled “What a handover does”When you complete a handover, Inventorix:
- Updates each asset’s state based on the handover type (see table below).
- Sets the asset’s owner if the handover type assigns ownership.
- Records a
handover_completedevent in the asset’s history log. - Generates a signed PDF receipt and stores it.
Handover types
Section titled “Handover types”| Type | Allowed current states | Asset state after |
|---|---|---|
| Issue (Ausgabe) | Neu, Lager | In Benutzung |
| Lend (Leihgabe) | Neu, Lager | Verleiht |
| Return (Rückgabe) | In Benutzung, Verleiht | Lager |
| Return defective (Rückgabe defekt) | In Benutzung, Verleiht | Benötigt Reparatur |
Issue and Lend also set the recipient as the asset’s owner. Return and Return defective clear the owner.
Starting a handover
Section titled “Starting a handover”You can start a handover from two places:
- From an asset row — open the action menu (three dots) on any asset in the assets list and choose Übergabe.
- From a bulk selection — select multiple assets in the assets list and use the Übergabe (mehrere) bulk action.
Both options open the same four-step wizard.
The handover wizard
Section titled “The handover wizard”Step 1 — Art & Gegenstände (Type & Items)
Section titled “Step 1 — Art & Gegenstände (Type & Items)”- Select the handover type (Issue, Lend, Return, or Return defective). The wizard pre-selects the most likely type based on the first asset’s current state.
- Select the assets to include. The dropdown is filtered to show only assets whose current state is valid for the chosen type. If you launched from an asset row, that asset is already selected.
Step 2 — Empfänger (Recipient)
Section titled “Step 2 — Empfänger (Recipient)”- Choose the recipient kind:
- Interner Mitarbeiter — an existing user in the system. Selecting a user auto-fills the name and e-mail fields. Only users with login enabled appear in the dropdown — users whose login has been disabled are not listed.
- Externe Person — an external person not in the system.
- Fill in the recipient’s Name (required) and E-Mail (optional).
Step 3 — Details
Section titled “Step 3 — Details”| Field | Description |
|---|---|
| Accessories (Zubehör) | List any included accessories, e.g. charger, USB-C cable, bag |
| Condition notes (Zustandsnotizen) | Describe the current condition of the items |
| Agreement (Vereinbarung) | A terms text is shown here (configured by the administrator) — this text is printed on the PDF |
Step 4 — Unterschrift (Signature)
Section titled “Step 4 — Unterschrift (Signature)”The final step shows a confirmation of the recipient name and a signature pad. The recipient draws their signature directly on screen.
Click Submit to complete the handover. The wizard records the signature, the signing IP address, and the user agent at that moment.
After submission, a success notification appears with a View handover button that links to the new handover record.
Viewing handovers
Section titled “Viewing handovers”Navigate to Übergaben > Handovers in the sidebar. The table lists all completed handovers, newest first.
Table columns
Section titled “Table columns”| Column | Description |
|---|---|
| Date (Datum) | When the handover was signed |
| Type (Art) | Issue, Lend, Return, or Return defective — shown as a badge |
| Recipient | Recipient name, with their kind (internal/external) shown as a description |
| Items (Gegenstände) | Number of assets included |
| Handled by (Bearbeiter) | The panel user who recorded the handover |
| ”Herunterladen” once the PDF is ready, or “Wird erstellt …” while pending |
Filters
Section titled “Filters”| Filter | Type |
|---|---|
| Type | Single-select |
| Recipient kind | Single-select |
| Created by | Single-select (relationship to users) |
| Date range | From / until date pickers on signed_at |
Viewing a handover record
Section titled “Viewing a handover record”Click View on any row to open the handover detail page. The page is divided into sections:
- Recipient — name, e-mail, recipient kind, handover type
- Details — accessories, condition notes, agreement text
- Items — a table of assets showing model, serial number, state before, and state after
- Signature — the captured signature image
- Metadata — signed at, handled by, signing IP address, e-mail sent at
Downloading the PDF
Section titled “Downloading the PDF”From the handover list, click Herunterladen in the PDF column. The link is time-limited (valid for 5 minutes) and downloads the file as handover-<id>.pdf.
If the PDF failed to generate, the detail page shows a Retry PDF button that re-queues generation.
Handover history on assets
Section titled “Handover history on assets”Every completed handover is recorded as a handover_completed event on each involved asset’s History tab. The summary column in the history log shows the type and recipient, and clicking it navigates directly to the handover record.
Related pages
Section titled “Related pages”- Assets — view an asset’s handover history from its History tab