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Assign Asset (Mobile App)

Assign assets on the go, ensuring quick and efficient tracking.

Updated over 3 weeks ago

Follow these steps to assign assets through our mobile app:

  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 Section

    • Log in and tap the menu icon in the top left corner.

    • Select Assets to view your asset list.
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      Navigate to the Assets section via the main menu in the mobile app.

  3. Find the Asset

    • Scroll or use some of our filtering options to quickly locate the asset you want to assign.

  4. Start Asset Assignment

    • Tap the three dots on the right side of the asset card.

    • Select Assign Asset to begin the process.
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      Use the search bar to quickly locate assets like tools or equipment.
      Tap the asset’s action menu to choose “Assign Asset.”

  5. Select a User or Organization

    • Choose who will receive the asset and tap Select Assets to proceed.
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      Select a recipient and proceed to assign the asset.

  6. Add More Items (If Needed)

    • To assign multiple assets, tap the + icon in the bottom right corner and add more items.
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      Tap the plus icon to include more assets in the assignment.

  7. Adjust Bulk Tool Quantity

    • If assigning bulk tools, tap the three dots next to the tool and select Change Quantity to adjust the assigned amount.
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      Modify asset quantity for bulk items during assignment.

  8. Modify Assignment Details

    • Tap See More in the top right corner to edit details such as:

      • User or Organization

      • Project (if applicable)

      • Location, Facility, or Group
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        Tap “See more” to adjust assignment fields like project and location.

  9. Complete the Assignment

    • Once all details are set, tap the icon in the top right corner to confirm.

    • The asset’s Current Assignment section will show its assigned user or organization.
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      Tap the save icon to complete the asset assignment.
      Confirm asset assignment by viewing the assigned user on the asset card.

  10. Reassign or Release an Asset

    • To reassign the asset, select Assign Asset and choose a new user.

    • To release the asset, select Release Asset.
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      Use the action menu to release or reassign the asset as needed.

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