You can also initiate a Retrieval Kit™ order directly from a Team Member’s profile by retrieving assigned assets.
📋 Step 1: Navigate to the Team Member
Go to Team Members.
Select the Team Member you want to retrieve a device from.
Scroll to the Current Assignments section where the list of assigned assets appears.
⚙️ Step 2: Open Actions Menu
Find the device you want to retrieve.
Click the Actions button next to the assigned asset.
If the asset is eligible for retrieval (Laptop, Tablet, Cellphone, or Monitor) and no current retrieval is active:
A Retrieve Asset option will appear in the menu.
🚚 Step 3: Retrieve Asset
Click Retrieve Asset.
The system will:
Pre-fill the Retrieving From section using the team member's information.
Link the selected device automatically to the Retrieval Kit™ order.
You will then be able to:
Choose your shipping speed
Add optional insurance
Decide if the device should return to your company’s return address or to the Device Rescue IT Closet (if subscribed).
Optionally provide a note for the employee that will be printed in the Retrieval Kit™ instructions.
🔄 Step 4: Asset Status Updates
Once the Retrieval Kit™ order is created:
The asset status changes to Retrieving (or Retrieving to Warehouse if sending to the IT Closet).
The assignment is locked until the retrieval is completed.
📦 Step 5: Finalize Upon Return
Once the device is delivered back to you:
You can Mark Returned and set the Return Date, which will unassign the asset and make it available again.
If the device is sent to Device Rescue's IT Closet, our team will automatically update the asset after inspection and condition reporting.
⚡ Quick Rules:
Only eligible device types (Laptop, Tablet, Cellphone) can be retrieved.
Assets already involved in a Retrieval Kit™ cannot have a new retrieval created until the current one completes.
Terminated team members can still have assets retrieved (no restrictions).
Actions > Retrieve Asset will only show if the asset meets eligibility and has no active retrieval.