Step 5
Assign an item to a staff member
Create an assignment request before the actual handover.
- 1
Open the staff record
From Personnel › Collaborateurs (People › Staff members), use ‘Voir la fiche’ (View record). You can also go through Opérations › Attributions (Operations › Assignments).
- 2
Select the items
Use ‘Attribuer’ (Assign), or select the position kit suggestions. For a parent item with variants, choose a variant.
- 3
Adjust the quantities
The quantity defaults to 1 for countable items. Digital access items are assigned one at a time. Check the availability shown.
- 4
Save the assignment
Click ‘Attribuer’ (Assign). The request is saved and is waiting to be handed over: it can be prepared in Opérations › Remises (Operations › Handovers).
- 5
Make changes if needed
While the request is still assigned, use ‘Modifier la quantité’ (Change quantity) or ‘Désattribuer’ (Unassign), depending on your permissions. A change of quantity may mean the request has to be prepared again.