Printable form on acceptance of equipment

paulo1624 commented 6 years ago

Expected Behavior (or desired behavior if a feature request)

Hi Snipe-IT, May I request to have this kind of printable form on acceptance of equipment. And also can i suggest to have a specific or choices to assign user to be print on this Tab "Print All Assigned.

Actual Behavior

(what actually happens goes here)

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paulo1624 commented 6 years ago

hi snipeit any update or progress on this request? i hope this features will be included to your next new updates. this will be very help for us. Thank you

wilsonlspacheco commented 6 years ago

+1 (hosted costumer)

snipe commented 6 years ago

And also can i suggest to have a specific or choices to assign user to be print on this Tab "Print All Assigned.

I'm not sure what this means. Can you explain?

paulo1624 commented 6 years ago

Hi snipeit any update on this request? thank You

kagashe commented 6 years ago

+1!

paulo1624 commented 6 years ago

Any update on this ? Thank You

stale[bot] commented 6 years ago

This issue has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs. Thank you for your contributions!

stale[bot] commented 6 years ago

Okay, it looks like this issue or feature request might still be important. We'll re-open it for now. Thank you for letting us know!

snipe commented 6 years ago

Question for those interested in this feature:

What does this workflow look like, exactly?

A user is sent the email for acceptance
They sign the on-screen acceptance
Then a printable form is available?

or:

A user is sent not sent the email for acceptance but the asset is marked as pending acceptance
The admin then prints out a form, has the user sign it, and then it's marked as accepted?

I'm interested in potentially getting this into v5, but I really need to understand exactly how folks see this working.

EarlRamirez commented 6 years ago

It would be nice to have this flow

a user is sent an acceptance (pending)
user digitally sign and the status is changed from pending to accepted
signed form can be printed.

Not to certain if it will be good to have the location updated after the user sign the acceptance. Think the location can remain as is during checkout.

Jhamende commented 6 years ago

In my opinion It would be better to have the choices on checkout or a default action to be set in settings:

Send an acceptance to the user (pending) OR generate/print acceptance form on checkout.
user digitally sign and the status is changed from pending to accepted OR user sign physically the form and we change the status manually.
Keep a copy of the signed form under user's documents.

skiff2002 commented 6 years ago

@snipe, the second option, you proposed would be great. @Jhamende, The way you proposed is exactly what I would like to see in this system. I hope this functionality will be added in the next release.

paulo1624 commented 5 years ago

Hi any update on this? thanks

snipe commented 5 years ago

@paulo1624 when there are updates to this feature, we will let you know by way of this ticket.

AlfonsoQ commented 5 years ago

@EarlRamirez i like this flow. In addition, if the printed form is automatically attached to the asset, it would be more useful than the signature.

jackka commented 5 years ago

hello all. Unfortunatelly, I can not wait until you release a solution and I start to developing it on my own. further some thoughts about workflow with hope to feedback. Workflow that you proposed is fine. What do you think about this dual workflow with a paper and with a digital acceptance that both must be dependent each other? By expirience of our company a paper process is prevail and users can skip the digital acceptance if they have a chance. That is why our hard copy should to have place only after the digital acceptance has done. Snipe, together developing is my aim.

tymik commented 5 years ago

totally +1, we'd need this!

lorito-q commented 5 years ago

We're also looking for this feature. I hope this will be in the next release!

Veljko4GH commented 5 years ago

Hi all,

With the emails and AD integration it is great, but people should be able when taking equipment to sign a peace of paper so they know that they are responsible for it.

I work in factory of 600 people and most of them have some kind of IT equipment, but they often do not have mail or PC user at all.

Printing the acceptance form is a must have for my company.

This should be a very simple print form, maybe even on one page two copies. One for the IT , and one for the user.

So the business flow is simple. Make a possibility to be able to print the acceptance page after assign (no need for pending status).

This also is needed for accessories, consumables and components also.

Data on the form:

asset tag asset name Model Model no Category checkout to Note. Issued by - signature Issued to - signature

Regards, Veljko

BenjaminCes commented 5 years ago

+1 here as well, absolute necessary functionality.

cfraser11 commented 5 years ago

+1 -- Needing this feature. Otherwise, will have to resort to using just a document that's printed out. Would love to have some functionality -- user signs in, sees pending acceptance, has to check a box and sign off on any assets that are they are appropriated.

snipe commented 5 years ago

Would love to have some functionality -- user signs in, sees pending acceptance, has to check a box and sign off on any assets that are they are appropriated.

That's how it currently works. This feature request is for a printable form.

cfraser11 commented 5 years ago

Would love to have some functionality -- user signs in, sees pending acceptance, has to check a box and sign off on any assets that are they are appropriated.

That's how it currently works. This feature request is for a printable form.

Sorry, maybe I was looking for something more akin to this? https://github.com/snipe/snipe-it/issues/3750

XPalacio commented 5 years ago

Snipe is there a function that the print all assigned pages columns is not limited to "Asset Tag,Name,Category,Model,Serial,Checked out" how can we add more to this like asset details? the details in this image. It will become so much help if we can also include this data in print all assigned page. Untitled

ardvw commented 5 years ago

+1! Need this feature to fully switch to Snipe-IT!

sz4b0lcs commented 5 years ago

+1 it'd be a really useful feature for us as well because we're legally obliged to have the handover signed in a physical format

absqueued commented 4 years ago

@snipe If this feature is not assigned to any dev and is in todo list - I would like to contribute.

vorsoth100 commented 4 years ago

+1 This would be really useful for my company.

berilslv commented 4 years ago

keeping this up! This would be awesome solution! +1

spbdimka commented 3 years ago

+1 Need for Russian laws

stale[bot] commented 3 years ago

Is this still relevant? We haven't heard from anyone in a bit. If so, please comment with any updates or additional detail. This issue has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs. Don't take it personally, we just need to keep a handle on things. Thank you for your contributions!

jackka commented 3 years ago

yes yes we still need it

stale[bot] commented 3 years ago

Okay, it looks like this issue or feature request might still be important. We'll re-open it for now. Thank you for letting us know!

ISNWAdmin commented 3 years ago

Really looking forward to this feature as it could also address another slight deficiency. Currently, with only a signature stored, if the agreement text is updated, there's no way to show what text the user agreed to exactly. Modifying the proposed workflow from above with added step:

a user is sent an acceptance (pending)
user digitally sign and the status is changed from pending to accepted
signed form is generated (a pdf document with the signature inserted?) and added as a file to user documents
signed form can be printed

Or the Agreement text could be stored with versioning history. Signed documents could be generated on-demand by pulling the version of the agreement text that matches the signing date and inserting the signature (and the check-out comments, optional?).

Either of the above would huge steps towards making the agreement/signature process actually useful. Currently, it's really just symbolic and wouldn't hold up to much scrutiny.

seanlawson932 commented 3 years ago

I agree this would be very useful and helpful. It would be great to have a printable form, as well as one the EULA is 'Submitted' The admin email on file, is submitted the form in an email. It would also be cool to see that form show up in the files tab under the specific asset automatically. The sooner the better! Thank you! Great application I love all the features, this is honestly my only request that I would like/need to see. Thanks for all your hard work!

zach78954 commented 3 years ago

I would love this, and honestly the only thing thats preventing me from switching to this..

CartCaved commented 2 years ago

This is essential functionality for my organisation. We need to have a physical signature before being allowed to hand over any equipment. So the second workflow from @snipe on 27 Jul 2018 is what would be needed for us.

* A user is sent not sent the email for acceptance but the asset is marked as pending acceptance
* The admin then prints out a form, has the user sign it, and then it's marked as accepted?

Essentially the workflow we need is this:

A need arises for a user to have one or more pieces of equipment (a request inside or outside system)
The device(s) are assigned by an equipment operator (admin) to the user.
Optionally an email is sent to the user informing them that there are devices pending
A form is generated
The equipment operator and user meet, the user signs the form and receives the devices
The equipment operator checks off the device acceptance
Optionally the scanned signed form is saved with the acceptance
Optionally an email is sent to the user with a notification that the devices have been accepted

I wasn't able to see any API hooks that could be used for plugging in to the acceptance workflow so it seems it has to be in the code, is that right?

CartCaved commented 2 years ago

Hi!

I'm not sure I understand the PR #10737 fully, but if it would be possible to upload a signed and scanned (or an electronically signed PDF) EULA instead of storing an electronic version, I think that would solve part of this feature request for us. It would still be great if Snipe could generate the form and wait to assign the items until the signed document is stored in the database.

Also, just checking again as I still could not find any relevant API hooks - could you confirm that this is functionlity that has to be added to the code and cannot be added as an external plugin, right?

kaeser49 commented 2 years ago

Hi there, not much progress for 4 years of begging. We have some nice printable forms on our Excel solution. How can I convince Management to switch away from Excel when we do not have some options to create certain handouts like print a task request for a certain asset to prepare it for a new handout? Where can I change the form, resp. where is it stored in on premise install on Ubuntu?

zsmbrvr commented 2 years ago

I generate an EULA form using PowerShell and Snipe-It API. Would be great if I could do it straight from the website.

CartCaved commented 2 years ago

I generate an EULA form using PowerShell and Snipe-It API. Would be great if I could do it straight from the website.

Would you be able to share your PowerShell/API solution?

snipe commented 2 years ago

We save PDFs of the acceptance signature - not sure what a powershell script would do here?

CartCaved commented 2 years ago

We save PDFs of the acceptance signature - not sure what a powershell script would do here?

Maybe I'm mixing up issues - but this issue is about generating a PDF, waiting until it has been signed (externally to Snipe in accordance with any local or organizational requirements, probably on paper), and only assign the equipment when the signature has been confirmed. And possibly storing a (scanned) copy of the externally signed acceptance form. See for example my earlier response to your request for more information.

My question about PowerShell and API was in response to the other user mentioning they have a workaround and I was interested in how that works - but we are all of course still very keen on a solution within the system!

biorez27 commented 1 year ago

+1 Our company would like to have this feature too.

tomasisko12 commented 1 year ago

+1

TechInterMezzo commented 1 year ago

This is essential functionality for my organisation. We need to have a physical signature before being allowed to hand over any equipment. So the second workflow from @snipe on 27 Jul 2018 is what would be needed for us.
* A user is sent not sent the email for acceptance but the asset is marked as pending acceptance
* The admin then prints out a form, has the user sign it, and then it's marked as accepted?

This is exactly what we would need as well.

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tomasisko12 commented 1 year ago

This is essential functionality for my organisation. We need to have a physical signature before being allowed to hand over any equipment. So the second workflow from @snipe on 27 Jul 2018 is what would be needed for us.
* A user is sent not sent the email for acceptance but the asset is marked as pending acceptance
* The admin then prints out a form, has the user sign it, and then it's marked as accepted?
This is exactly what we would need as well.

We need this! Please SnipeIT make it happen.

snipe commented 1 year ago

We haven't used bounty source (largely because it hasn't worked properly) in years.

tomasisko12 commented 1 year ago

We haven't used bounty source (largely because it hasn't worked properly) in years.

Hello Snipe, is there any plan to implement printing of form for checkin and check out so we can have physical signature on those form? Our organization required that. Many of our user doesnt have email address.

snipe / snipe-it