Bulk Assign Assets

The Bulk Assign screen is for assigning assets in bulk back to a location, such as school inventory. You will choose which Asset Identifier Type to base the bulk assignment off of whether that be Asset S/N or Asset ID. You can also capture signatures if needed during this process. This will require you to copy and paste the ID's or serial numbers from an excel file to determine which assets get assigned. Exporting the assets from the Manage Assets screen is usually the best way to get the assets you want to assign. No more than 2000 assets may be submitted at one time.

NOTE: ASSIGNING ASSETS IN BULK IS NOT EASILY UNDONE AND SHOULD BE HANDLED CAREFULLY.

Start by clicking the Bulk Assign tab which will pop up the Bulk Assign Assets Settings screen and here you choose either Asset S/N or Asset ID to base your bulk assignment off of. If you are collecting signatures then click the Yes option under Collect Signatures. Then click the OK button.

Now either type the Location Inventory ID you will be assigning these assets to or click the blue Search button which will drop down a Select a Location drop down menu. Once you've chosen your location to assign assets to, copy and paste the Asset ID's or Serial Numbers for the assets into the respective field labeled Asset ID or Asset S/N.

Once you have the Assets ID's or Asset S/N in the box, notice that the Update Held By and Assigned and the Update Held By Only buttons now light up and aren't greyed out anymore. Click which of these you want to use. Usually the best practice is to Update Held By and Assigned unless you want the user that the device is assigned to to remain and just return the device to inventory using the Held By Only instead.

Next it will give you a Caution pop up letting you know that this action cannot be easily undone. If you know you have the correct Asset's being assigned and the correct location selected, then click Proceed. Click Cancel to return to the previous screen.

Once you click Proceed, if you chose to collect signatures at the beginning then the Signatures screen will pop up allowing you to sign and once you're done click the Submit button. If you didn't choose to collect signatures at the beginning of this process then the signatures screen will not pop up.

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