Check out a carrier

Lend a carrier to a caregiver. When you’re done, the carrier moves from Available to On loan and a loan record is created.

You can start a check-out from any of these places:

The Check out a carrier action on the dashboard
The Check out button on the Loans screen
The Check out button on a carrier’s detail page (only shown when the carrier is Available)

Steps

1. Select the carrier

In the check-out panel, choose a carrier that is currently Available in your library. If your labels have QR codes, you can scan the carrier’s QR code to select it directly.

2. Find or add the caregiver

Search by name for an existing caregiver. If this is someone new, you can quick-create them on the spot — only a first and last name are required.

3. Set the dates

The check-out date defaults to today. The due date pre-fills based on your library’s default loan length. You can edit both dates before confirming.

4. Confirm the fit check

If your library requires a fit check before a carrier leaves, you’ll be asked to confirm that the caregiver completed one.

5. Review any notices

Two notices may appear at this step:

Blacklist notice — if the caregiver is on the blacklist, Library Users are blocked from completing the check-out and should contact a Library Owner. Library Owners and Org Admins can override with a reason, which is logged.
Waiver reminder — if the caregiver has no waiver on record, you’ll see a non-blocking reminder. The check-out can still proceed.

6. Confirm the check-out

Complete the check-out. You’ll see a confirmation that the carrier is now On loan with its due date.

After check-out

The carrier’s status changes from Available to On loan. You have a 10-minute window to undo the check-out — this reverses the loan record and returns the carrier to Available.