Users can allocate the assets either through a Form-Based method or a QR Code-Based method. For Form-Based allocation, complete the form with all required details and fill the Allocation Form. For QR Code-Based allocation, scan the asset QR code with your mobile device and fill the Allocation Form to allocate the asset instantly.
Users can allocate assets to employees using below options:
1. Form Based Allocation
Step 1: Go to Asset Request. Click on Form.
Step 2: Click on Copy form link.
Share the link with Employee and ask them to fill the Form.
After employees submitting the form, Request will be displayed in the Asset Request board.
Step 3: Go to Asset Request board. Hover the cursor on requested Item and Click on Open.
Step 4: Click on Asset Management tab. Fill the Allocation Form and click on Allocate.
Asset successfully allocated. You can view the allocated asset on the Approved board.
2. QR Based Allocation
Users can allocate only Physical Assets or Inventories through QR based allocation.
Follow the below steps allocate assets using QR Code:
Step 1: Go to Asset Request. Click on Form.
Step 2: Click on Copy form link.
Share the link with Employee and ask them to fill the Form.
After employees submitting the form, Request will be displayed in the Asset Request board.
Step 3: Go to Assets or Inventory board based on the requested asset type. Choose the Item you want to allocate. Click on QR code.
Step 4: Scan the QR code.
Step 5: Select Request and Return Form.
Step 6: Fill out the Allocation Form and Click on Allocate.
The asset will be allocated successfully. You can view the allocated asset on the Approved board.