The new functionality in Site Manager allows you to assign inventory within the Assignment section. This user guide will walk you through the steps on how to assign tools to an assignment.
1. Click on 'Assignment' on the left-hand side menu.
2. Click on the Assignment that you want to add the tool to.
3. On the top right-hand corner, you will find an 'Assign Tool' button. Click on it to proceed.
4. You can use the filters at the top of the page to help you find the tool you need. The filters are Category, Assignment, and Auditor.
The inventory table view below will display all tools along with their current status.
5. Click on the checkboxes next to the tool you want to add to the assignment. The tools will be highlighted in yellow.
6. Click the 'Add' button to add the tool to the assignment.
7. The right panel will list all the tools selected. Choose a start and end date, and add transfer notes.
8. The tool selected will now be officially assigned to your assignment. You will receive a transfer sheet. This document serves as a formal record of the tool transfer, detailing the tool's information and the assignment it is allocated to.
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