Asset Assignment

Asset Assignment

Introduction

In May 2021 we've updated how Asset Assignments works at it's core. We are now showing all active assets by default. Ultimately, you will be able to see WHO is assigned to an asset right now* and WHERE your asset is right now*. 

*Based on the latest sync time

May 2021 Updates

Below are some other key features of using the Asset Assignment grid feature that have changed since May 2021:
  1. Filter by:
    1. Status
    2. Unassigned Employee
    3. Unassigned Location
    4. Division
    5. Department
    6. Condition
    7. Vendor
  2. "-- Inventory --" is now "-- Unassigned --"
  3. There is no longer a date range. All assets will show in the grid. Active assets are the default but you can also view inactive assets
  4. The New button has been removed and customers will now need to select assets from the grid, assign/reassign and save
  5. You can edit the columns in the editor to show what you want to see
  6. You can assign or reassign assets from asset inventory

Prerequisites

  1. Have a login for the WorkMax Control Center
  2. User role for Asset Assignment
  3. Applicable Asset permissions

Asset Assignment Grid

To see where and with whom your equipment is simply select Assets then select Assignment. This will bring up all of your Assignment records.
      1. Tags show if the Asset is Rented (R) or Owned (O)
      2. Assignment Date shows the date the asset was assigned to a location, place or both.
      3. Code typically is for accounting. This would be the number you enter in your accounting for billing.
      4. Asset column shows the name of the asset you are tracking.
      5. Employee From shows the last person who had the asset.
      6. Employee To shows who has the Asset right now*. * As of the last sync from the mobile app
      7. Location From shows the last location of the Asset.
      8.  Location To shows the current location * of the Asset. * As of the last sync from the mobile app
      9.  Assigned By shows the person who is Assigning the asset to other locations or employees.
      10. Scheduled Date. This feature allows you to schedule equipment ahead of time. If you need to have a piece of equipment scheduled on a job site in 2 weeks you can mark it in the system so no one else is able to schedule it when you have it Scheduled to a job.
      11. The Due Date is when you expect to be done with the Asset or When it may be due back to the vendor.



NEW Asset Assignment Grid Editor 

Add/Remove or change the order of the asset grid columns.



Asset Assignment Filters 

Filter an asset assignment by:
  1. Status
  2. Asset name or code
  3. Employee assignment
    1. Employee To (Who has the asset now)
    2. Employee From (Who had the asset previously)
    3. Employee Unassigned
  4. Location Assignment
    1. Location To (Where is the asset now)
    2. Location From (Where was the asset previously)
    3. Location Unassigned
  5. Division
  6. Department
  7. Condition
  8. Vendor
  9. Assignment Date
  10. Due Date
  11. Tags

Assigning Assets

  1. Select 1 or multiple assets
  2. Click Edit
  3. Choose "Responsible Employee" and or "Location" assignment
  4. Optional Chose a scheduled date and or a due date and press reassign.



Adding Notes to Assignments

Sometimes you or your employees need a note as they assign or reassign assets from person to person or job to job. Follow the steps below to add a note to an assignment.
  1. Select 1 or multiple assets
  2. Click Edit
  3. Click Notes tab
  4. Add your note and press save.


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