Assigning Equipment Requests

Once an equipment request has been received, users can assign other users to the equipment request or assign to themselves. NOTE: Users can only assign other users to a request if they are under their role. i.e., Web Users cannot assign requests to the Admin or Account Owner role. 

There are 2 ways to assign:

1. While on the Equipment Requests screen, simply click on [Not Assigned] under the Assigned To column (which can be added by selecting the Manage Columns icon in the top right of the screen) and assign to either yourself by pressing {Assign to Me] or use the drop down option to select someone to assign it to then click [Save]

2. Within the Equipment Requests screen under the Service tab, click the 3 dots adjacent to the request and click [Details]. On the right side select the pencil icon adjacent to “Assigned To” within the Status card. Once selected, click the drop down and select the user you would like to be assigned. 

If you would like to assign yourself, simply select [Assign To Me]. If a user is already assigned to the request and you would like to remove him/her, simply select [Unassign]. 

Mass Assign a User

To mass assign a user on multiple requests at once, follow the steps below:

1. In HQ, within Service>Equipment Requests, click the Select Multiple Rows icon in the top right corner

2. The Equipment Requests displayed will then have a box to the left of each request. Simply select all the requests you'd like to mass update the assigned to by clicking on the corresponding box for each request and then select Change Assigned To.

3. When selecting Change Assigned To, you can either assign to yourself by selecting Assign to Me and clicking Save or select a User within the dropdown menu and click Save or Unassign.

Tip: If All requests are to be updated, click on the box at the very top of the request list. This will select ALL requests listed on that page. Click and choose Change Assigned To and repeat the above steps for assigning, click Save.