Equipment Assignment
Equipment assignment tracks which employee is currently responsible for a piece of equipment. Assigning a rig, truck, or tool to a person creates accountability for its care and usage, and every assignment is recorded so you can see who had each asset and when.
Assignment in the console is people-based. A record can carry an assigned employee and an assigned team, and the ongoing Assign / Reassign / Unassign control tracks the responsible employee. There is no separate project or location assignment - equipment is tied to jobs through scheduling and work orders, not through the equipment record.
Quick Start: Assign Equipment
- Open Equipment from the sidebar and click the equipment record
- On the Details tab, find Assigned person
- Click Assign and choose an employee under Select Employee
- The current assignee and assigned date are recorded automatically
Assigning to an Employee
Step-by-Step: Assign from the Equipment Record
- Open the equipment record from the Equipment list
- On the Details tab, locate the Assigned person section. It reads "Unassigned" until someone is assigned
- Click Assign
- Under Select Employee, choose an employee from the dropdown
- Click Assign to confirm - the person becomes the current assignee and the assigned date is set
Reassign or Unassign
| Action | What It Does |
|---|---|
| Reassign | Shown instead of Assign once someone is assigned. Moves the equipment to a different employee; closes the previous assignment and opens a new one |
| Unassign | Returns the equipment (clears the current assignee) and records the returned date |
The assigned and returned dates are recorded for you - you do not enter them by hand.
Bulk Assign from the List
Click Select on the Equipment list, tick the units, then in the bar at the bottom choose a person under Assign to user and click Assign. Choose Unassign in the same box to clear the assignee. This is useful when a crew or yard takes over a group of assets at once.
Assignment History
Every equipment record keeps a full assignment history.
Step-by-Step: View Assignment History
- Open the equipment record
- Open the Assignments tab
- Review the chronological list of assignments
What the History Shows
| Column | Meaning |
|---|---|
| Assignee | The employee who held the equipment |
| Assigned | When the assignment started |
| Returned | When it was unassigned (blank if still active) |
| Status | Active (currently held) or Returned |
Use the history to see who has had an asset over time and how long each assignment lasted.
Equipment Status
Assignment is separate from status. A record's status describes its operational state:
| Status | Meaning |
|---|---|
| Available | Ready for use |
| In Use | Currently in service |
| In shop | In the shop for repair (the Maintenance status, shown as In shop) |
| Rented | Rented out |
| Retired | No longer in the active fleet |
| Disposed | Sold, scrapped, or otherwise removed |
Use the status tabs on the Equipment list to find what is available or what is in the shop.
Benefits of Assignment Tracking
| Benefit | How It Helps |
|---|---|
| Accountability | A clear person is responsible for each asset |
| History | See who had equipment and when |
| Handoffs | Reassign cleanly when crews change |
| Fleet visibility | Combine status and assignment to see what is in play |
Troubleshooting
Can't see the Assign control?
- Confirm you have permission to edit equipment
- Make sure you are on the equipment record's Details tab and look for Assigned person
Assignment not updating?
- Refresh the page after assigning, reassigning, or unassigning
- Check the Assignments tab to confirm the current active assignment
Need to tie equipment to a job?
- Use scheduling and work orders for job-level planning - the equipment record tracks the responsible employee, not the project
Related Topics
- Equipment List - View all equipment
- Maintenance Schedules - Scheduled service
- Service Logs - Record completed service
- GPS Tracking - Equipment location