Assets Mobile
Troubleshooting Why an Employee Can't Select an Asset
Troubleshooting Why an Employee Can’t Select an Asset Step 1: Turning on the Asset on the cost code/task 1. Note the name of the task in which the employee is unable to select an asset. 2. In the Control Center, go to Settings > Tasks and locate and ...
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 ...
Tracking Asset Mileage
Introduction We'll cover creating a Usage Sheet, adding current mileage to a Usage Sheet Prerequisites A Asset user role that has usage checked, the new mobile app and applicable asset permissions. Creating a Usage Sheet
Asset Inventory
Introduction We'll cover how to view asset inventory items. Asset inventory is a list of assets that employees may have permission to see that have additional details about each asset. Prerequisites An Asset user role with the inventory box checked, ...
Creating and Submitting Usage Sheets
Introduction We'll cover creating a usage sheet then submitting it to your office. Prerequisites An Asset user role that has usage checked, the new mobile app, and applicable asset permissions. Creating a Usage Sheet Once you have entered your PIN, ...
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. ...
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 ...
Creating an Asset Usage Sheet in the Mobile App
CREATING AN ASSET USAGE SHEET IN THE MOBILE APP 1. Open the WorkMax mobile app and pin in to the app. 2. From the Asset menu, select [Create Usage Sheet]. 3. Select [Create Entry +] in the upper-left corner of the screen. The Edit Entry screen opens. ...
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 ...