# Check and record a tool handover

Preview current eligibility, then confirm the actual physical issue.

Source: https://help.smartfact.ai/manuals/toolcustody/issue-a-tool

Review edition: 25 October 2026

Roles: operator, supervisor

A handover requires both current eligibility and the actual physical event. Have the correct tool, active borrower, approved task and intended use interval ready. Sign in as yourself and choose the physical station.

## Select the intended handover

In Issue and return station, choose Find & issue. Scan or choose the actual asset. A scan selects a record; it does not alter custody. Confirm that the displayed tool matches the one in front of you.

Select the borrower. A badge scan finds a custody contact and does not authenticate that person or change your identity. Choose the approved task or answer the policy's declared task facts. Review the selected task, permitted use and return timing.

## Read the eligibility result

Choose Check this handover. The tool must be active, in confirmed crib custody and in good condition, with no active holds. The borrower must be active and appropriate for production. Its family or explicit alternative and required capabilities must satisfy the approved task.

Every required qualification must be accepted, within its effective interval and cover the task scope and entire declared use interval. A qualification that expires before use ends is insufficient. A later due-back time does not extend permitted use.

If the answer says Do not issue this tool, keep the physical tool controlled and investigate the reasons. Do not shorten a declared interval dishonestly or choose an unrelated task to bypass a refusal.

## Record the physical event

When the check permits handover, confirm the actual physical handover declaration and choose Record the handover. Read the server outcome and current loan. There is one exclusive operational loan for that asset.

A preview can become stale because another person issues the tool, a hold appears, metadata changes or authority changes. Prepare again against current facts. Do not treat an earlier green preview as a reservation.

## Hand over the limits

Tell the borrower the permitted-use end and due-back expectation. Any later due or service review must be handled truthfully. If the response is lost after handing over, do not perform a second issue. Use [station problems](/manuals/toolcustody/station-problems) to reconcile the original action.

Use [returns and restow](/manuals/toolcustody/returns-and-restow) when the tool comes back, including when it is due, damaged or no longer eligible for another issue.