Assign an Asset

Assign an asset in AssetIQ to record its current responsibility, operational use or organisational location.

Depending on your AssetIQ configuration, an asset may be assigned to an approved person, project, location or entity.

Before you begin #

Make sure that:

• The asset exists in AssetIQ.
• You have permission to manage asset assignments.
• The assignment target already exists and is active.
• The asset is eligible for the intended assignment.
• You have confirmed the correct person, project, location or entity.

Find the asset #

1. Sign in to AssetIQ.
2. Open Asset Management.
3. Open the asset list.
4. Search for the required asset.
5. Open the asset record.
6. Confirm that it is the correct physical asset.

Assign the asset #

1. Locate the available assignment action or assignment field.
2. Select the appropriate assignment type.
3. Search for the required person, project, location or entity.
4. Select the correct assignment target.
5. Enter any additional required information.
6. Review the assignment.
7. Save or confirm the change.

The assignment options available to you depend on the asset, your permissions and your organisation’s configuration.

Verify the assignment #

After saving:

1. Refresh or reopen the asset record.
2. Confirm that the current assignment is displayed.
3. Check that the correct assignment target is shown.
4. Review the asset history or assignment history if available.
5. Confirm that the asset appears in the appropriate filtered list.

Change an existing assignment #

To assign the asset to a different approved target:

1. Open the asset record.
2. Review its current assignment.
3. Select the available reassignment or edit action.
4. Choose the new assignment target.
5. Confirm the effective information if required.
6. Save the change.
7. Verify that the new assignment is displayed.

Do not remove or change an assignment without the required operational approval.

The assignment target is unavailable #

If the required person, project, location or entity does not appear:

• Confirm that the target is active.
• Check the spelling of the search term.
• Confirm that it belongs to the correct organisation or entity.
• Ask an administrator to review the relevant master data.
• Confirm that your role permits the assignment.

The assignment will not save #

If AssetIQ does not save the assignment:

• Check for missing mandatory information.
• Confirm that the asset is eligible for assignment.
• Check whether the selected target is active.
• Review any validation message.
• Confirm that another user has not changed the asset.
• Refresh the record and try again.

Next steps #

• Find and Filter Assets — Locate assigned assets.
• Edit an Asset — Update other asset information.
• Generate Asset QR Codes — Create a label for the assigned asset.