Asset Actions

There are many different actions that agents can take concerning assets.

Add New Assignment

In the Assets page in the Checkout hub, when an Asset Type is selected, the agent can

1. Open

   

   select the “…” button on an Asset that has no assignment and click “Add New Assignment,” or

2. Open

   

   click on the Asset itself, and then click the “…” button to the right of the “Manage Assignments” button and

   click “Add New Assignment.”

A dialog will appear, enabling the agent to select one or more particular Asset units and select a user to assign them to.

Add New Unit

In the Assets page in the Checkout hub, when an Asset Type is selected, the agent can

1. select the “…” button on an Asset that has no assignment and click “Add New Unit,” or

2. click on the Asset itself, and then click the “…” button to the right of the “Manage Assignments” button and

   click “Add New Unit.”

A dialog will appear, enabling the agent to enter the details of the new unit.

Order Unit for Backfill

If an agent has just fulfilled an order with an asset in inventory, the agent may wish to order another unit to replace it in inventory. The agent can do this by ordering another unit for backfill.

In the Assets page in the Checkout hub, when an Asset Type is selected, the agent can

1. select the “…” button on an Asset that has no assignment and click “Order Unit for Backfill,” or

2. click on the Asset itself, and then click the “…” button to the right of the “Manage Assignments” button and

   click “Order Unit for Backfill”

A dialog will appear, enabling the agent to fill out the information of the new order. This will create a new Order ticket that will need to be Submitted and processed as any other Order in the Fulfillment process.

Manage Assignments

In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “Manage Assignments” button.

A dialog will appear, enabling the agent to assign or un-assign a user to each of the units. To un-assign, click the trash icon to the right of the assigned unit, and click “Save.”

View User Assignments

In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and, if it is assigned to a user, view the assignments that user has.

View Unit Details

In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and view the details of this unit.

There are options to

• Print the Bar Code of the Unit ID

• Switch to QR Code of the Unit ID (and Print)

• Switch to QR Code with link to the Unit in Jira (and Print)

Edit Unit Details

In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and edit the details of this unit.

Delete Unit

In the Assets page in the Checkout hub, when an Asset Type is selected, and an Asset within that Asset Type is selected, the agent can click the “…” button to the right of a Unit and delete this unit. A dialog will pop up to confirm the deletion.