6.2: Adding, Editing, and Deactivating an Assignment (Tool Connect™ Site Manager)

On the Web

From the 'Assignments' Screen

Adding Assignments starts at :56

Navigate to the 'Assignments' screen using the link in the left sidebar. Click or tap the 'New Assignment' button in the upper right-hand corner;

a modal window will appear. Enter a job code (optional), name for the assignment (required), and address (optional), then click or tap 'SAVE'.

If you wish to remove an Assignment you can deactivate it. Deactivating an assignment does not delete it from your account and you can choose to reactivate it later. To deactivate an Assignment click or tap on the gear icon next to the Assignment you wish to deactivate. Keep in mind that if there are any Sub Assignments or inventory assigned to the Assignment they will need to be removed first prior to deactivation. 

Click or tap on the 'Deactivate' button. You will be asked to confirm you wish to deactivate. 

You will be returned to the assignment list view and you will notice at the bottom of the page all deactivated assignments are listed.

To reactivate an Assignment click or tap on the gear icon. You will be taken to the Assignment detail view with an option to activate the assignment. Click or tap 'Activate and you will be asked to confirm you wish to activate the Assignment. You will be returned to the Assignment list view with the Assignment now active. 

From the 'Import' Screen

If you have several assignments to enter at once, importing a .CSV spreadsheet may be the best option for you. To import a list of your assignments, navigate to the 'Import' screen from the link in the left sidebar and follow the instructions.

In the Mobile App

Assignments can be quickly added from the Site Manager app if you are signed in as an Administrator or Owner, Managers cannot add assignments. For more information about permissions see 4.1 Owner & Administrator Roles (Tool Connect™ Site Manager).

To begin, tap on the ‘Assignments’ option in the bottom left hand corner.

You will notice that in the top right corner there is a ‘New Assignment’ button, tap it to start adding your assignment.

Fill in as much detail about the assignment as you like, only an assignment name is required. Then tap ‘New Assignment’

You will now see your newly added assignment in your assignment list.

If you want to make changes or deactivate your assignment tap the small grey gear in the top right corner of the assignment.

Change any information you would like to update then tap save, or to deactivate the assignment tap 'Deactivate'. You must remove any Sub Assignments and Inventory before deactivating an Assignment.

You will be presented with a warning about deactivating your Assignment, tap 'Yes' to confirm, or 'No' to cancel. You will be returned to the assignments screen where you will notice at the bottom of the list is a new list of deactivated Assignments.

To reactivate a deactivated assignment tap on the gear icon of the Assignment you wish to activate. Then tap on the 'Activate' button, and tap 'Save' to confirm. The Assignment is now active again.

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