Assigning Multiple Assets

The Assign screen allows users to assign one or more assets to a student, staff member, or location. Designed for efficient use with barcode scanners, it streamlines the asset assignment process.

When assigning multiple assets at once—whether the additional item is an accessory (such as a charger or case) or a second device—you need to enable certain settings to allow this functionality.

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’ll find an option labeled Number of Devices. Enter the number of devices you wish to assign in the provided box, then click Save to confirm your selection. To return to the Assign screen, simply click the Assign tab 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 this point, you can begin assigning your asset(s).

1. Scan or enter the Location or User ID in the Location/User ID field. If the User ID is unknown, use the Search box to look up the user by name.

2. Scan or enter the Asset ID or Serial Number into the Asset ID/SN field for all assets to be assigned.

3. Ensure the Submit Action field is set to Held by and Assigned by default.  These default settings can be accessed by clicking the Settings button on the Assign Asset (screen as shown above) or Settings > Assets > Asset Settings screen (as shown below).  

   1. • The Held by and Assigned should be selected by default, unless you only need to update the Held by field. For example, if a student's device is collected at the end of the school year and will be reassigned to the same student in the fall, you can update the Held by field to indicate that the device is held in school inventory over the summer. It can then be reassigned to the student at the start of the new school year in the Fall.

4. Click the Submit button to complete the asset assignment. If you need to start over or correct any entries, click the Reset button to clear all previously entered information.