Assigning Multiple Assets

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.

If you are assigning Multiple assets at one time, whether the second asset is an accessory (charger or case), or an actual second device, there are some settings that you need to turn on to allow yourself to do that.

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 Number of Devices. Input the number of devices you are assigning in the box. Then click Save to save your selection. To get back to the assign screen just click the Assign tab again on the left side.

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.  

From here you can begin to assign your assets.

1. 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.
2. Scan or enter the Asset ID or Serial # in the Asset ID/SN fields for all assets you are assigning.
3. Ensure the Submit Action field is defaulted to Held by and Assigned. (The default Action can be changed in the system settings.  Click here to view)
   • 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.
4. Click the Submit button to finish assigning the assets. You can also click the Reset button to clear out the previously mentioned fields.

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