Equipment Requests With a Handover Tab for IT
A SharePoint list of equipment requests with a short form for employees and a Handover tab for IT: status, asset tag, model and serial number. The employee sees when the device is ready but cannot change the record. Built with Virto Forms Designer App.
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Ask, Prepare, Pick Up
The screens come from a test list on our own SharePoint site: one item per request and a published Virto form with a short New form and two Edit layouts, one for IT and one for everyone else. The names are invented.
Ask
A short form to ask for a device
Only what the employee knows
Asset tag, model and serial number belong to IT and appear in the Edit form.
The manager in the form
The manager is a person column, so an approval flow knows whom to ask.
Prepare
IT records the device it hands over
A layout for IT
Members of the IT team group open the request in a layout where the Handover tab is theirs.
Asset data on the request
Asset tag and serial number stay with the request that justified the device.
Pick up
The employee sees when it is ready
No email to ask where it is
Status and pickup notes are in the employee's own request.
Visible, not editable
The Handover tab is read-only in the employee's form. Who may change the data itself is still decided by the list's permissions.
Key benefits
Your data stays in your list
Every request is a list item in your tenant, with your permissions, versions and views.
No code for the layout
A short New form, tabs, two columns and a layout for IT are set in a drag-and-drop designer.
Fewer status questions
Employees see when their device is ready and where to pick it up.
Every change on record
Version history shows who changed the status, the asset tag or the handover date, and when.
Flows and alerts can react
Because the request is a list item, a Power Automate flow or a Virto alert can react to its status.
A form, not a lock
A read-only tab shapes the form. Who may change the data is still set by the list's permissions.
What equipment requests need, and what runs them
A short New form for employees and a Handover tab for IT on one list item, with a layout for each, set up without code.
An alert emails the person in the Requested for column when IT sets the status to Ready for pickup.
Microsoft's approvals send the request to the manager and record the answer on the item.
Microsoft's template gives you a ready list for devices; if its default form is enough, it is all you need.
When IT needs to enrol devices, discover what is installed and keep stock levels, Intune or a dedicated asset management tool is the answer.
Virto Forms Designer App
Give IT its own tab in every equipment request
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