Assigning Assets with Accessories

The Assign screen is used to assign a single asset or multiple assets to either a student, staff, or location. The screen is optimized for use with barcode scanners which streamlines the assignment process.

Accessories, which is generally a charger or case, can be assigned along with the asset itself. When assigning accessories this way, the accessory is NOT considered an asset but can be assigned to the user along with the asset to track whether they received a charger/case or not. You can then view if a user was assigned an accessory in their student or staff profile.

When assigning accessories, there is a setting that needs to be turned on to allow yourself to do that.

The assign asset screen will verify the system status that is set in the Settings - Assets - Status screen and will display a message if it is not set to active.   

On the assign screen, click the Settings button in the upper right hand corner.

Then click Assign Screen Settings to expand it.

In this section, you will see an option called Assign Accessories with a Yes/No option. Click Yes to turn on the ability to assign accessories. Then click Save to save your selection. To get back to the assign screen just click the Assign tab again on the left side.

Once back on the Assign screen, you should now see the Accessories to be Assigned section above the asset assignment section.

From here you can begin to assign your asset(s).

1. Start by checking the box for either Case or Charger or both to indicate which accessories will be assigned. The selection option will remain checked to prevent from having to check these for each asset.
2. Scan or enter the location or user ID in the Location/User ID field. If the User ID is unknown then you can use the Search box to search by name.
3. Scan or enter the Asset ID or Serial # in the Asset ID/SN field.
4. Ensure the Submit Action field is defaulted to Held by and Assigned. (The default Action can be changed in the system settings)
   • Held by and Assigned should be the selection here unless you want to update the Held by field ONLY. For example, if a student's device is taken up at the end of the school year and they will be assigned that same device the following school year. That device's Held by field can be updated to be held by school inventory over the summer then reassigned to the student in the Fall.
5. Click the Submit button to finish assigning the asset. You can also click the Reset button to clear out the previously mentioned fields.

You can go to the student or staff member's profile and see that the accessories were assigned along with the asset by clicking on the Related Assets field to expand it and you will see the accessories/assets there.

If you would like to see an example of how to assign an asset, click Here