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Asset Transfer Workflow

Transfer assets between locations, departments, or employees with chain of custody and condition verification

Complexity: Simple | Duration: 5-15m | Category: Operations/Process

Tags: #asset-transfer #chain-of-custody #inventory-management #logistics #tracking

Workflow Diagram​

Steps​

Step 1: Transfer Request​

Agent: asset

manager - Initiate transfer with business justification

Step 2: Approval​

Agent: asset

manager - Route to current and receiving managers for approval

Step 3: Condition Inspection​

Agent: inventory

specialist - Document current condition with photos

Step 4: Chain of Custody​

Agent: logistics

specialist - Record transfer participants and date/time

Step 5: Physical Transfer​

Agent: logistics

specialist - Move asset to new location

Step 6: Receiving Inspection​

Agent: inventory

specialist - Verify condition and completeness

Step 7: System Update​

Agent: asset

manager - Update location, owner, and custodian fields

Step 8: Financial Reassignment​

Agent: accounting

specialist - Update cost center or department

Step 9: Notification​

Agent: asset

manager - Notify stakeholders of completed transfer

Step 10: Documentation​

Agent: audit

specialist - Archive transfer paperwork and signatures

Usage​

To execute this workflow:

/workflow operations/process/asset-transfer-workflow.workflow

See other workflows in this category for related automation patterns.