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Assign Bulk Tool

Keep track of frequently used tools, reduce misplacement, and streamline inventory by assigning bulk tools.

Updated over 3 weeks ago

Follow these steps to assign bulk tools:

  1. Customize Asset Assignment Settings (Optional)

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

  2. Access Bulk Tools

    • Log in and go to Assets > Tools.

    • Use filters if needed to quickly find the bulk tool you want to assign.

      Open the asset list in the web platform and click on an item to see detailed info like location, quantity, and status.

  3. Open Tool Details

    • Select the bulk tool from the list.

    • Click View and navigate to the Quantity section.

  4. Assign or Reassign Tools

    • Select the Unassigned Amount to assign new tools or the Assigned Amount to reassign existing ones and click Assign.

      Navigate to the “Quantity” tab of a tool to assign portions of the total quantity to specific users or locations.

  5. Select Assignment Details

    • Adjust the quantity as needed.

    • Choose whether to assign the tools to a User or an Organization.

    • Add a Project if required.

    • Update the Location, Facility, or Group if needed.

      Choose how many items to assign, select the user or organization, and optionally change the location or project.

  6. Complete the Assignment

    • Click Assign, and the tools will be allocated to the selected user or organization.

      Once assigned, the quantity and assignee (e.g., Mike Davis) are displayed in the asset’s history log.


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