Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to move Equipment, users will need Edit permissions for Equipment
Whether you're handling a single piece of equipment or multiple pieces of equipment, SiteMax Systems provides an intuitive solution. Here's a step-by-step guide on how to effortlessly assign equipment to your projects.
Accessing the Equipment Module
From the company dashboard, locate the Equipment Module. There are two ways of assigning equipment to projects and these are:
1. Moving a Single Equipment
Click on the specific equipment you want to assign to a project.
A pop-up called "Equipment Detail" will appear.
In the "Location" section, choose "Project."
Click inside the Project box to receive a dropdown menu of your projects as seen below. Select the project where you want the equipment to be moved.
Hit the "Save" button, and you're done!
2. Moving Multiple Equipments
In the "Main List" tab, select the checkboxes next to the equipment you want to move to a project.
After selecting, click on "Actions."
A dropdown menu will appear; choose "Move."
The "Move Tools" pop-up will appear.
Set the location to "Project" and choose the desired project from the dropdown.
Click the "Move" button, and voila!
Note:
Regardless of the method you choose, the equipment will still be visible in the Company Equipment.
You can find it in the equipment module of the specific project to which you've assigned the equipment.