Home Assignments allow you to set a default for where you want new tools to be assigned and to mark tools as available when they are returned from other Assignments. You can have more than one Home Assignment, and a Home Assignment can be a sub-assignment. For example, you might have a large project where you have a tool crib or other place where you store tools. You can designate this as a Sub Assignment on your project and also designate it as a Home Assignment as well. This will help ensure any tools that might get added to this project are automatically put into the tool crib and also will be marked as "Available" so your team knows what can be used.
Home Assignments can be set up both on the Site Manager website, and in the Site Manager Mobile Application. You have two options when setting up Home Assignments, either create a new Assignment or choose an existing Assignment or Sub Assignment to designate as a Home Assignment.
Web - Creating a new Assignment as a Home Assignment
Start by selecting the Assignment tab on the left-hand side of the screen.
Click on the '+' button in the top right corner to create a new assignment.
The new Assignment modal will appear.
Fill in the name for the Assignment and check the box with the option to 'Make this a Home Assignment', fill in any other details you would like, you can also choose to make
You will be returned to the Assignment list view, you will notice a home icon next to your new Assignment that notes it is a Home Assignment.
Updating an existing Assignment as a Home Assignment
Any existing assignment, including sub-assignments, can be made into a home assignment. If you are not already on the Assignment tab, click it on the left-hand side. You will be presented with a list of your existing assignments. Click on the assignment you wish to edit.
Click on the pencil icon 'Edit Assignment' in the top right-hand corner.
The 'Edit Assignment' modal will appear. You will notice there is a checkbox to designate the Assignment as a Home Assignment. Click the checkbox that says 'Make this a Home Assignment', then click 'Save'.
When you returned to the Assignment list view, you will notice the house icon next to your that notes it is a Home Assignment.
Join our Community!
We are excited to continue the discussion about Site Manager in our community forum. Contribute ideas, make suggestions, and discuss with other like minded asset managers. Click here!
Comments
0 comments
Please sign in to leave a comment.