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Assets · Anyone in the workspace

Assign an asset

Browse the guidesAssets

Give an asset to someone, or put it somewhere. Usually done by whoever looks after the assets.

Steps

  1. Choose Assets in the rail, then the Assign tab.
    The top bar of Assets with the Assign tab outlined, and the Assign stage open below itThe top bar of Assets with the Assign tab outlined, and the Assign stage open below it
  2. Press Assign. You can also press Assign one under In use on the Overview.
    The Assign button outlined at the top of the Assign stageThe Assign button outlined at the top of the Assign stage
  3. The form Assign an asset opens under Waiting. If it is folded, press its header to open it. Fill in:
    • Asset
    • To whom
    • Where
    • Movement date: filled in with today.
    • Note: optional.
    The Assign an asset form with the Asset, To whom and Where fields filled in and outlinedThe Assign an asset form with the Asset, To whom and Where fields filled in and outlined
  4. Press Send the form.

What you will see

  • The asset’s condition becomes In use, with that person and location under With and Where on the Register.
  • The person gets a message: “You have” followed by the asset’s name.

Common problems

  • The person is not in the list. They have to be in your workspace. Ask your tenant admin to add them.