Assigning an asset to a form

An overview of how to assign a asset or set of assets to a form

Updated this week

Assigning assets to a form enables you to match your assets with the right forms. When selecting an asset in the app, your drivers will only see a list of forms assigned to that vehicle. 

You can access the assets module by logging in here. 

Click on the 'assets' module from the menu on the left.

Check the box/boxes on the left of the asset you want to assign. Then hover your mouse over the 'Actions' button to select the 'Assign forms' option.
Please note: You are able to select multiple vehicles at once to be assigned to a form or multiple forms.

A popup will appear with a list of your forms. Select the forms you want to assign to the asset/s.

Click save and now drivers will only be able to select the form/s that have been assigned to that particular asset.

You can also assign an asset to a form from within the vehicle profile. You can see the list of forms that are already assigned and click on add/remove forms to edit this list.

Please note: By default, all assets are assigned to all forms when a form is created.

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