The Transfer Requests List shows all ongoing asset transfer requests across the platform, including those involving your organization. Use it to track progress and manage pending actions.

A transfer request need to be approved from both recipient and Transfer Authority before a transfer authority can execute to complete the transfer process.

Getting Started

To access the list of transfer requests, click the ‘Transfer Requests’ tab.

Transfer Requests List Layout

Searching on Transfer Request List

Use the search bar to locate specific transfer requests using the following parameters:

Searchable Parameters
Transfer Batch No.
Model No.
Part No.
Serial No.

Transfer Request Status

Each transfer request is assigned a status to reflect its current stage in the workflow:

Status	Description
Pending(Default)	Awaiting approval from both the Transfer Authority and Recipient Organization.
Ready to Execute	Both parties have approved. Awaiting execution by a Transfer Authority.
Completed	The transfer has been executed successfully.
Rejected	The request was declined by either party and is now closed.
Withdrawn	The request was withdrawn by the transfer request creator.

Roles

Creator: The organization that initiates the transfer request.
Transfer Authority: The organization authorized to approve and execute the transfer (Owner, Digital Asset Manager, or Asset Manager).
Recipient: The organization receiving the role.

Roles & Actions

Action	Who Can Perform	Notes
Create Transfer Request	Any user	Initiates a transfer request. Select asset, role, recipient organization, and document transfer option. The transfer request is submitted with a status of Pending.
Approve Transfer Request	Transfer Authority (Owner, Digital Asset Manager, Asset Manager) Recipient Organization	Both parties must approve for the request to proceed. If requester is one of the parties, their approval is automatically applied.
Reject Transfer Request	Transfer Authority Recipient Organization	Either party may reject the transfer request Rejection reason required. Transfer Request is closed upon rejection
Execute Transfer Request	Transfer Authority (Owner, Digital Asset Manager, Asset Manager)	Can only be executed after both approvals. Finalizes the role transfer and document sharing based on DSS.
Withdraw Transfer Request	Transfer Request creator	Can be withdrawn anytime before another party approves. Remaining party’s approval status changes to 'N/A' No changes are applied to the asset.

Find My Pending Actions

The ‘My Pending Action’ toggle filters the list to show only requests that require action from your organization.

When enabled, the list displays only requests where your organization is involved and one of the following actions is still pending:

Approve as Transfer Authority
Approve as Recipient Organization
Execute as Transfer Authority

This filter allows you to focus on the requests you're responsible for, without manually sorting through all transfer requests.

The 'My Role' column shows your organization's role in each transfer request:

Transfer Authority — Your organization holds an active role eligible to approve or execute the transfer.
Creator — Your organization initiated the transfer request.
Recipient — Your organization is designated to receive the new role.