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Assign Asset (Mobile App)
Assign Asset (Mobile App)

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

Updated over a week 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.

  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.

  5. Select a User or Organization

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

  6. Add More Items (If Needed)

    • To assign multiple assets, tap the + icon in the bottom right corner and add more items.

  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.

  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

  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.

  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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