TRAXX

Asset Movement & Transfer Workflow

Intra-Unit · Inter-Unit · Support Movement · Employee Portal · No Dues · New Joiner

Asset Movement & Transfer Workflows

Every physical movement tracked — intra-site shifts, cross-site transfers, support movements, employee self-service, exit clearance, and new joiner provisioning.

Step / Action
Decision
System Auto
Exception / Error
Milestone
1
Intra Unit Transfer
›
2
Inter Unit Transfer
›
3
Support Movement
›
4
My Assets
›
5
No Dues / Exit
›
6
New Joiner Issuance
1
Intra Unit Transfer
Transfer Request Employee or manager submits
↓
IT Asset?
No
↓
Operations Manager
Yes
↓
IT Manager
↓
Approved?
Rejected
↓
Request Returned
Approved
↓
Logistics Notified
↓
Physical Movement Within same site
↓
Receiving Confirmation New custodian accepts
↓
⚡ Asset Register Updated Location & custodian auto-updated
↓
✓ Intra Transfer Complete
2
Inter Unit Transfer
Transfer Request Employee or manager submits
↓
IT Asset?
No
↓
Operations Manager
Yes
↓
IT Manager
↓
Shifting Request Raised Destination site & date confirmed
↓
Permanent or Temporary?
Permanent
↓
Permanent Shifting Compliances
Temporary
↓
Temporary Shifting Compliances
↓
⚡ Shifting Invoice Generated
↓
⚡ Gate-pass Issued Outward movement authorized
↓
To Logistics Physical shifting begins
↓
Receiving Site Confirms Inward gate-pass, condition check
↓
⚡ Asset Register Updated Site, cost centre & custodian updated
↓
✓ Inter Transfer Complete
3
Support Movement
Support Request Raised Breakdown or scheduled service
↓
Covered by AMC?
Yes
↓
Vendor Pickup
No
↓
Internal Workshop
↓
⚡ Outward Gate-pass Asset status → "At Support"
↓
Support / Repair in Progress
↓
Returned within SLA?
No
↓
Escalation Triggered
Yes
↓
Quality Check on Return
↓
Check Passed?
Fail
↓
Return to Vendor
Pass
↓
Inward Gate-pass
↓
⚡ Asset Register Restored Status, location & history updated
↓
✓ Support Movement Closed
4
My Assets (Employee Portal)
Employee Logs into Portal
↓
⚡ All Assigned Assets Listed Tag ID, serial, date, condition
↓
Action?
Acknowledge
↓
⚡ Digital Sign-off
Raise Request
↓
Transfer / Return / Repair
Report Issue
↓
Damage or Loss Ticket
↓
⚡ Acknowledgement Timestamped
↓
Unacknowledged > N days?
Yes
↓
⚡ Auto-escalation to Manager
No
↓
No Action Required
↓
✓ Asset Custody Confirmed
5
No Dues / Employee Exit
HR Marks Exit Resigned / Terminated + LWD set
↓
⚡ No Dues Checklist Generated All active assets under employee
↓
Employee Self-Declaration Marks items ready to return
↓
Physical Collection IT / Admin team collects
↓
Condition?
Good
↓
Cleared
Damaged
↓
Recovery Amount Computed
Missing
↓
HR Escalation
↓
All Departments Cleared?
No
↓
Partial — hold certificate
Yes
↓
⚡ No Dues Certificate Generated
↓
⚡ Badge Deactivated + Exit Gate-pass
↓
✓ No Dues Issued
6
New Joiner / Contractor Issuance
HR Triggers Onboarding Joining date confirmed
↓
⚡ IT Kit Checklist Auto-Generated From role template
↓
Employee Type?
Permanent
↓
Full Kit + Software Licenses
Contractor
↓
Limited Kit + Validity Date
↓
Asset Picked from Store
↓
⚡ Allocation Record Created
↓
Employee Acknowledges on Day 1
↓
Acknowledged within 24h?
No
↓
⚡ Auto-reminder Triggered
Yes
↓
✓ Onboarding Assets Active
↓
⚡ Asset Register Updated
↓
✓ New Joiner Assets Confirmed
1
Intra Transfer
→
2
Inter Transfer
→
3
Support Movement
→
4
My Assets
→
5
No Dues
→
6
New Joiner
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