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Assign Asset

Keep track of your assets by assigning them to users or companies, reducing confusion and ensuring accountability.

Updated over 3 weeks ago

Easily assign assets by following these steps:

  1. Customize Asset Assignment Settings (Optional)

    • Optimize your asset assignment process by customizing settings first. Read this article to get started.

  2. Access the Assets List

    • From the sidebar menu, go to Assets and select the relevant asset list.
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      View and manage tool inventory and assignment status.

  3. Select the Asset to Assign

    • Click on the specific asset you want to assign.

  4. Initiate the Assignment Process

    • Click the Actions button and select Assign.
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      Assign a tool to a user or team from the asset details panel.

  5. Choose the Assignment Details

    • A new window will appear where you can select whether to assign the asset to a User or Organization.

    • If needed, add a Project related to the asset.

    • Adjust the asset’s Location, Facility, or Group within the hierarchy if necessary.
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      Select a user and project to assign a tool within your asset management system.

  6. Complete the Assignment

    • Once all details are entered, the asset will be successfully assigned to the selected user or organization.
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      Tool successfully assigned with visible user assignment confirmation.


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