Asset assignments

The Assignments screen shows who has which asset — every current and past hand-out across your organization. Open Asset Management → Assignments to see it.

1. Asset Management — Open the Asset Management group in the menu.
2. Assignments — Then choose Assignments.

Steps

1. In the left menu, open Asset Management → Assignments.
2. Use the Search assignments... box to find an assignment by asset name, serial number, category, or employee name or code.
3. Use the All Statuses dropdown to show only assignments with a given status.
4. Click a column header (Asset Name, Category, Assigned At, Status) to sort.

What you'll see

The list shows these columns:

• Asset Name — the asset that was assigned.
• Category — the asset's category.
• Assigned To — the employee who received the asset.
• Assigned At — the date the asset was handed over.
• Status — a coloured badge: Pending Approval, Active, Returned, Rejected, or Cancelled.
• Condition — the condition recorded when the asset was handed over (New, Good, Fair, Poor, or Damaged), or a dash if not recorded.

Tips

• To assign a new asset or record a return, open the asset's details page (see An asset's details) and use the Assign Asset or Return Asset button there.
• An Active assignment is the one the employee currently holds; Returned assignments are completed.

Troubleshooting

• An assignment isn't listed — clear the Search box and reset the All Statuses filter, then look again.