Move/Modify Assets

You can use the Move/Modify Assets dialog box to move an asset  from a non-inventory location to another non-inventory location or a storeroom. You can move assets within your current site, to another site within your organization, or to a site in a different organization.

The Move/Modify Assets dialog box allows you to move or modify many assets in one action. When you move multiple assets, you might want to specify the same information for most or all of the assets. For example, you might want to specify the same new location, or remove the current parent, for all assets you are moving.

You can perform the following actions in the Move/Modify Assets dialog box:

To open the Move/Modify Assets dialog box:

  1. Display the asset that you want to move or click the List tab.

  2. From the Select Action menu, select Move/Modify Assets or, on the  toolbar, click Move/Modify Assets to open the Move/Modify Assets dialog box.

To move assets individually:

  1. In the Move/Modify Assets dialog box, click the Assets tab.

  2. To add assets to the move, click Select More Assets and choose assets from the Select More Assets dialog box.

  3. In the Move/Modify Assets dialog box, to move each asset, perform any of the following actions in the Assets section:

  4. To move the asset to a new site, enter a value in the To Site field or click Detail Menu and select an option to retrieve a value. The site can be in the organization in which you logged in or a different organization.

Note: If the site to which you want to move the asset already has an asset with the same asset identifier, the system prompts you to assign a new asset identifier to the asset you are moving. Every asset within a site must have a unique identifier.

  1. Edit any fields as needed.

  2. Click OK.

  3. Click Save .

To move multiple assets to one site, location, parent, and/or bin:

  1. In the Move/Modify Assets dialog box, click the Assets tab.

  2. To add assets to the move, click Select More Assets and choose assets from the Select More Assets dialog box.

  3. To move the assets, perform any of the following actions in the Mass Move section:

  4. To move the assets to a new site, enter a value in the To Site field or click Detail Menu and select an option to retrieve a value. The site can be in the organization in which you logged in or a different organization. Next to the To Site field, click Apply.

Note: If the site to which you want to move the assets already has an asset with the same identifier as one that you are moving, the system prompts you to assign a new asset identifier to the asset you are moving. Every asset within a site must have a unique identifier.

The system displays the value(s) you selected in the Assets table window for each asset.

  1. You can edit any fields as needed for individual assets.

  2. Click OK.

  3. Click Save .

To add, modify, or delete users and custodians for assets individually:

  1. In the Move/Modify Assets dialog box, click the Users and Custodians tab.

Note: To add assets, on the Assets tab, click Select More Assets and choose assets from the Select More Assets dialog box.

  1. Select the asset in the Assets section that you want to modify.

  2. On the Modify Selected tab, to add a user or custodian, click New Row.

  3. In the Person field, click Detail Menu and select a value.

  4. To designate the person's association with the asset, perform either or both of the following actions:

  5. To designate the person as a user, select the User? check box.

  6. To designate the person as a custodian, select the Custodian? check box.

Tip: If this is the first person to be associated with the asset as a user or custodian, the Primary? check box is selected by default. Only one person can be designated as the primary contact for the asset.

  1. To delete a user/custodian, click Mark Row for Delete . To cancel a deletion, click Undo Delete .

  2. Repeat steps 2-5 for each asset whose users/custodians you want to individually modify.

To add, modify, or delete users and custodians for multiple assets:

  1. In the Move/Modify Assets dialog box, click the Users and Custodians tab.

Note: To add assets, on the Assets tab, click Select More Assets and choose assets from the Select More Assets dialog box.

  1. On the Modify All tab, to add a user or custodian, click New Row.

  2. In the Person field, click Detail Menu and select a value.

  3. To designate the person's association with the asset, perform either or both of the following actions:

  4. To designate the person as a user, select the User? check box.

  5. To designate the person as a custodian, select the Custodian? check box.

Tip: If this is the first person to be associated with the asset as a user or custodian, the Primary? check box is selected by default. Only one person can be designated as the primary contact for the asset.

  1. To delete a user/custodian, click Mark Row for Delete . To cancel a deletion, click Undo Delete .

  2. Click Apply.

  3.  To modify users/custodians for the assets, click the Modify Selected tab.

  4. In the Asset table window, select the asset you want to modify. The user/custodian information for that asset displays in the bottom table window.

  5. Modify the fields as needed in the person table window.

  6. Click OK to close the dialog box and apply the users and custodians to the assets.

To modify attributes for individual assets:

  1. In the Move/Modify Assetsdialog box, click the Attributes tab.

Note: To add assets, on the Assets tab, click Select More Assets and choose assets from the Select More Assets dialog box.

  1. Select the asset in the Assets section whose attributes you want to modify.

  2. On the Modify Selected tab, in the attributes table window, modify the fields as needed.

  3. Repeat steps 2-3 for each asset whose attributes you want to modify.

  4. Click OK to apply the attribute changes and close the dialog box.

To modify attributes for multiple assets:

  1. In the Move/Modify Assets dialog box, click the Attributes tab.

Note: To add assets, on the Assets tab, click Select More Assets and choose assets from the Select More Assets dialog box.

  1. On the Modify All tab, in the attributes table window, modify the fields as needed.

  2. To add an attribute, click New Row.

  3. In the Attribute field, click Select Value and choose an attribute.

  4. Select values for remaining fields as needed.

  5. Click Apply.

  6. To modify attributes for any of the assets after applying the changes, click the Modify Selected tab.

  7. In the Asset table window, select the asset you want to modify.

  8. Modify fields as needed in the attributes table window.

  9. Click OK to apply the attribute changes and close the dialog box. Note: The system modifies all the assets in the Assets table window that share the attribute(s) you changed.