Asset Assignment

Asset Assignment

Asset Assignment

The Asset Assignment section of WorkMax Assets is designed to track who currently has possession of the asset and its location during use.

Asset Assignment Grid

The Asset Assignment grid provides access to essential Asset Assignment details. The image below illustrates the specific fields available in this section. 
 

  1. Tags – Displays icons or letters about the asset assignment. 
    1. Due – Indicates the asset is overdue.
    2. Notes – Indicates there are notes associated with this assignment record.
    3. Owned – Asset is owned.
    4. Rented – Asset is rented.
    5. Scheduled – Indicates a future or existing scheduled assignment.
  2. Assignment Date – Displays the date the asset was assigned to a location, place, or both.
  3. Code – Typically used for accounting. This is the number you enter in accounting for billing.
  4. Asset – Displays the name of the asset you are tracking.
  5. Employee From – Displays the last individual who had the asset.
  6. Employee To – Displays who has the asset at that moment (as of the last sync from the mobile app).
  7. Location From – Displays the last location of the asset.
  8. Location To – Displays the current location of the asset (as of the last sync from the mobile app).
  9. Assigned By – Displays the person who is assigning the asset to other locations or employees.
  10. Scheduled Date – Allows you to schedule equipment ahead of time. 
  11. Due Date – The date expected to be done with the asset, or when it may be due back to the vendor

Asset Assignment Grid Editor

Add, remove, or change the order of the asset grid columns.

  1. Select the Menu icon in the upper left-hand corner of the window.
  2. Disable the box next to any column you wish to remove.
  3. Click and hold the up/down arrow to drag a column up or down in the list order.
  4. When finished, select the Checkmark icon to save your changes.  






Asset Assignment Filters

The search bar offers more filtering options to help refine the information being viewed. Entering a keyword within the Asset Assignment grid will display the matching entries.

To clear the search and view all records, delete the text from the search bar.

By default, a single downward arrow is displayed next to the search bar. Selecting this arrow will reveal advanced filtering options. Filter by various criteria found below or combine multiple filters at once.

Filter an asset assignment by:

    • Status

    • Asset name or code

    • Employee

      • Employee To (Who has the asset now)

      • Employee Form (Who had the asset previously)

      • Employee Unassigned

    • Location

      • Location To (Who has the asset now)

      • Location Form (Who had the asset previously)

      • Location Unassigned

    • Division

    • Department

    • Condition

    • Vendor

    • Assignment Date

    • Due Date

    • Tags

Assigning Assets

  1. Select one or multiple assets.
  2. Select the Edit icon.
  3. Choose a responsible employee or location for the assignment.
  4. Choose a scheduled date or a due date (optional) and select [Save & Reassign]. 


Adding Notes to Assignments

Sometimes you or your employees need a note as they assign or reassign assets.
  1. Select your asset(s).
  2. Select the [+ New] button in the "Notes" tab. 
  3. Add your note and select the Done icon.
  4. Select the [Save] button to keep your changes. 

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