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Asset Contact Wizard

You can use the Asset Contact Wizard to assign multiple resources to multiple assets as Contacts at the same time and replace multiple existing Contacts.

To use the Asset Contact Wizard, follow these steps:

  1. Use the Asset Query feature to retrieve the asset that you want.

  2. Click the Asset Contact Wizard button.

    The Asset Contact Wizard opens.  

  3. Click Next.

  4. Select the assets that you want to assign a resource to as a contact.

    To sort the results, click the Results Viewer drop-down arrow and select a report in the menu.

  5. Click Next.

  6. Select Add Resource.

  7. In the New Resource list, select the resource to assign to the assets as a contact.

  8. Click Add to Grid.

  9. If you want to add an additional contact, select another resource from the New Resource list and click Add to Grid.

    Repeat for each additional contact.

  10. Click Next.

  11. Click Assign to add the contacts to the assets.

    You can verify the new contact information by clicking the Contacts/Components tab of an asset that you changed.  Your new contact appears under the Contacts section.

Replace Assignments

To replace assignments, follow these steps:

  1. Use the WO Edit or Query feature to retrieve the work order(s) that you want to assign.
  2. Click the Work Order Assignment Wizard in the toolbar.
  3. The Work Order Assignment Wizard opens. Click Next.
  4. Select the assets that you want to assign a resource to as a contact.

  5. Click Next.

  6. Select Replace Resource.
  7. In the New Resource list, select the resource to assign to the assets as a contact.
  8. In the Old Resource list, select the contact to replace.
  9. Click Add to Grid.
  10. If you want to replace additional contacts, select another pair of resources from the New Resource and Old Resource lists and click Add to Grid. Repeat for each additional contact you want to replace.

  11. Click Next.

  12. Click Assign to add the contacts to the assets.
  13. You can verify the new contact information by clicking the Contacts/Components tab of an asset that you changed.  Your new contact appears under the Contacts section.