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Agile Product Lifecycle Management Agile Recipe Management for Pharmaceuticals Equipment Management Guide Release 9.3.3 E39300-01 |
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# 4 Loaning and Leasing Equipment

The Lease In/Loan Out feature enables you to rent out equipment to another site or borrow equipment from another site.

- Loan Out: when you rent out equipment.

- Lease In: when you borrow equipment.

The loaned-in or leased-out equipment can be in the following states:

- In Progress

- Completed

- Pending

- Canceled

You can loan out equipment to an internal or external site. Initially, when you loan-out or lease-in equipment, the loan/lease status is Pending. If the loan/lease status is In Progress, the RMW application automatically updates the Current Site of the equipment to Loan to/Lease to Site.

Note: You cannot loan out or lease in equipment to and from the same site.

## 4.1 Creating a New Equipment Loan Request

To create a new equipment loan request:

1. From the Create New menu, select Equipment > Loan.

2. In the General tab, enter required information.

   Significant inputs:

   - The Loaned To site and Loaned From site must be different.

   - The Start Date and End Date cannot be earlier than the current date.

3. Click Next.

4. In the Details tab, click Add Equipment.

5. Select all the equipment you want to loan out and click OK.

6. Click Finish.

## 4.2 Creating a New Equipment Lease Request

To create a new equipment lease request:

1. From the Create New menu, select Equipment > Lease.

2. In the General tab, enter required information.

   Significant inputs:

   - The Lease From Site and Lease To Site must be different.

   - The Start Date and End Date cannot be earlier than the current date.

3. Click Next.

4. In the Details tab, click Add Equipment.

5. Select all the equipment you want to loan out and click OK.

6. Click Finish.

## 4.3 Viewing Equipment Loan/Lease Details

To view equipment loan or lease details:

1. Go to Equipment > Loan/Lease and execute a search to locate the equipment for which you wish to view loan or lease details.

2. In the search results pane, under the Loan/Lease ID column, click on the Loan/Lease ID of the equipment.

The Loan/Lease Details page is displayed.

## 4.4 Editing Equipment Loan/Lease Details

You can edit the loan or lease details for equipment and change status only if the loan or lease status is as follows:

- Pending

- In Progress

You cannot edit the details, if the loan or lease status is:

- Completed

- Canceled

To edit loan or lease details for equipment:

1. Go to Equipment > Loan/Lease and run a search.

2. From the search results, select the desired equipment loan/lease record.

3. Click Edit > Loan Out to edit details of loaned out equipment.

4. Click Edit > Lease In to edit details of leased in equipment.

   You can edit only the following information:

   - Start Date

   - End Date

   - Comment

5. Click the Details tab.

6. Click Add Equipment to change equipment that is to be loaned or leased, or to add more equipment.

7. To delete equipment from the list, select the equipment and click Delete.

8. Click OK.

## 4.5 Setting Equipment Loan/Lease Status

To set the status for the leased in or loaned out equipment:

1. Go to Equipment > Library and run a search.

2. From the search results, select equipment for which you want to change status.

3. Click Change > Lifecycle Phase and select a status.

   If the status is changed to In Progress, the following conditions are validated:

   - Equipment should be available and qualified.

   - Equipment should be active.

   - There should not be any overlapping of duration with existing loan or lease for equipment.

   - The current site assigned to the equipment should be equal to the value in Loaned From Site or Leased From Site.

   - Equipment should not be hard reserved for the loan duration.

4. Click OK.

## 4.6 Returning Leased Equipment

You can return leased equipment to the leasing site and update the Lease In status as In Progress. You can also return multiple equipment associated with one Lease In transaction.

When the leased equipment is returned, it has no impact on equipment status, but the returned equipment is automatically deactivated.

Note: You cannot return the leased equipment, if the Lease In status is Pending, Canceled or Completed.

To return leased in equipment:

1. Go to Equipment > Loan/Lease and run a search.

2. From the Equipment Loaned/Leased search results, select the Leased In equipment that you want to return.

3. Click More > Return.

4. In Return Details, enter required information.

   Significant inputs:

   - Actual End Date - If you had specified an End Date at the time of leasing equipment, you can update it. If not, specify the actual end date of the lease period.

5. Click OK.

## 4.7 Reinstating Loaned Equipment

You can reinstate loaned-out equipment only when the loaned out status is In Progress. You can also reinstate multiple equipment at one time. You have the option to specify one or more equipment activities such as processing, cleaning and maintenance on reinstated equipment.

Note: Re-instate action has no impact on the equipment status.

To re-instate loaned equipment:

1. Go to Equipment > Loan/Lease and run a search.

2. From the search results, select the equipment you wish to reinstate.

3. Click More > Re-Instate.

4. Enter the Actual End Time.

   The actual end date should only be the current date.

5. Click Log Activity to log a new activity on the reinstated equipment.

   The Add New Activity page appears.

6. Follow the steps in Recording Activities on Equipment to record a new activity on the reinstated equipment, then click OK.