TASKGuide

Assign, return, and track the history

Hand an asset to a person, take it back into stock, and see every change recorded — assignment lives on the asset detail, in the Atribuições (Assignments) and Histórico (History) tabs.

Assign the asset

  1. 1

    Open the asset in `Items` and click `Atribuir` (Assign).

    The "Atribuir item" (Assign item) dialog opens. If the button shown is Devolver item (Return item), the asset already has an active assignment — return it before assigning again.

  2. 2

    Choose the assignment type.

    Usuário (User) — select the person under Atribuído a (Assigned to). Departamento (Department) — enter the Nome do departamento (Department name — for example, "TI"). Estoque (Stock) — enter the ID do estoque (Stock ID — for example, "EST-001"). Without a recipient, the form answers "O destinatário é obrigatório" (recipient is required).

  3. 3

    Confirm the location, add notes, and click `Atribuir item` (Assign item).

    result
    Toast "Atribuição criada com sucesso" (Assignment created successfully). The asset header now shows "Atribuído a {nome}" (Assigned to {name}).

Assigning an asset is not assigning a teammate

This page covers assigning the asset to whoever uses it. Atribuir colaborador (Assign teammate), on the devices page, sets who answers for a Movitera Link device — see Track the team's devices. And Vincular (Link) ties a device to an asset — see Link a device to an asset.

Return the asset

  1. 1

    On the asset detail, click `Devolver item` (Return item).

    The "Devolver este item?" (Return this asset?) confirmation explains: "Isso marcará a atribuição atual como devolvida." (this marks the current assignment as returned).

  2. 2

    Confirm with `Devolver item` (Return item).

    result
    Toast "Atribuição devolvida com sucesso" (Assignment returned successfully). The asset can take a new assignment again.

Follow the Assignments and History tabs

The Atribuições (Assignments) tab shows the "Atribuição atual" (Current assignment) card and the table with every assignment — who received it, who assigned it, when, and the return date; the current one is marked "Ativo" (Active). The Histórico (History) tab is the asset's complete auditable trail: every action — Criado (Created), Atualizado (Updated), Atribuído (Assigned), Desatribuído (Unassigned), Status alterado (Status changed), Local alterado (Location changed), Manutenção registrada (Maintenance logged), Desativado (Decommissioned), Descartado (Disposed) — with the date, the author, and the values that changed.

An asset's detail with the assignment header, the status, the location, and the assignments and history tabs.
An asset's detail, with assignment and history.

To change the status as the asset moves — from Em uso (In use) to Em reparo (In repair), for example — use Editar (Edit) in the asset header. Every status change enters the History.

Next