Assigning and Reassigning Assets in the Mobile App

Assigning and Reassigning Assets in the Mobile App

This article outlines the steps to assign or reassign Assets in the mobile app.

1.   Open the WorkMax app on your device and pin in to the app.

2.   From the Asset menu, select Asset Home.

3.   Go to the “Assignment” tab.

4.   Select the assignment(s) you want to assign/reassign.

5.   Tap [Reassign].

6.   Complete the following fields as needed:

a        In the Asset dropdown, select an asset.

b        In the Assign To Employee dropdown, select the employee to assign to the asset.

c        In the Location/Jobs dropdown, select the location of the asset.

d        Scheduled Date and Due Date dropdowns, select the timeframe for the asset.

e        Tap [Save].

      

      The changes are reflected in the Asset List.

      

    • Related Articles

    • Assets for Mobile Assignments

      This outlines how to make asset assignments on a mobile device. Pin into device. Select Assets. To assign an employee to an asset click +. Select the asset(s) you would like to assign. Complete the following 1. Click on the Assign From Employee, to ...
    • Assets for Mobile Inventory

      To access your Asset Inventory on your mobile device start by pinning into the WorkMax app and selecting ASSET. Select INVENTORY. This screen shows a list of your Assets. The search bar and the barcode scanner (only works if there is a bar code on ...
    • Assets for Mobile Reassignment

      This outlines how to edit an asset assignment. Pin into device and Select Asset. Select ASSIGNMENT.  Select the assignment to re-assign and click the re-assignment button next to the trash can. Make any re-assignment changes and click RE-ASSIGN.     ...
    • Submit a Form Using the Mobile App

      To submit a form using the mobile app, click the FORMS option after pinning in. That will take you to the Forms Manager screen, which is explained later in this article, but for now click the  button at the bottom of the screen to go to the Form ...
    • Editing Time - Mobile App

      EDITING TIME Open the WorkMax app on your device. Enter your pin.  Select Time Review  Select Review Time Clock Entries  Switch from Calendar View to Record View All IN and OUT stamps associated with that employee will appear when opening the record. ...