Assignments

The Assignments tab displays resource assignments for specific assets, including primary, secondary, and other points of contact. Review current assignments, make adjustments, and manage changes.

In the Assignments section, view the assignments:

• Asset: Shows the asset number assigned to the resource.

• Description: Displays the asset description derived from the asset number.

• Position: Indicates whether the resource is the primary, secondary, or another point of contact for the asset.

Add assignment

Add a new association between a resource and an asset. This action assigns responsibility for tasks related to that asset, making it visible in dashboards and scheduling tools.

1. Go to Resources > Assignments tab.

2. In the Assignments section, click Add.

3. In the Add assignment window, in Asset, click the search icon.

4. In the Lookup asset window, enter or select one or more filters from one or more tabs.

5. Click Apply filters.

   The Results list displays assets that match your search criteria.

6. In the Results viewer, select the form you want to use to view the results.

   The list updates based on the form.

7. In the results list, click Select next to an asset.

   The selected asset displays in the Add assignment window.

8. In Position, select one of the following:

   • Primary: Resource responsible for the asset. This person or role has the lead responsibility for managing tasks related to the asset.

   • Secondary: Supporting resource that assists the primary resource. They contribute to the work but are not the main point of accountability.

   • Other: Additional resources assigned to the asset. These participants may provide input or support without a defined primary or secondary role.

9. Do one of the following:

   • Click Add to save.

   • Click Add another to save and then clear the values to create another record.

Update assignment

Modify the role of an existing assignment, such as primary and secondary. This keeps resource responsibilities accurate.

1. Go to Resources > Assignments tab.

2. In the Assignments section, do one of the following:

   • Select Update from the Actions menu on the left of a row.

   • Click an assignment.

3. In the Update assignment window, choose an option from Position.

4. Click Update.

Update assignment on table grid

Update the assignment directly in the assignment grid instead of using the Update assignment window. This saves time and reduces clicks by eliminating the need to open the Update assignment window.

1. Go to Resources > Assignments tab.

2. In the Assignments section, click the Position column for an assignment, and then select one of the following:

   • Primary

   • Secondary

   • Other

3. The system updates the assignment.

Remove assignment

Remove the association between a resource and an asset. This action frees the resource from responsibility for that task and updates the assignment list.

1. Go to Resources > Assignments tab.

2. In the Assignments section, select Remove from the Actions menu on the left of a row.

3. In the confirmation message, click Remove.

   The system removes the assignment from the resource.