How to Transfer Equipment

Path: Organization > Equipment > Transfer

1. Open the Equipment Transfer window.
2. Click Add on the WebTMA toolbar.
3. Type or select the Technician ID.
4. Type the Location ID in the Current Location. With the addition of the ID, the other fields of this section populate automatically.
5. Click the Search button to list all assets located at the defined site. The data can be sorted by clicking the column headings.
6. Mark the check box of the item(s) you wish to transfer from this list.
7. Type the new Location ID for the New Location. If you don't know the ID, click the down arrows in the Facility, Building, and Area # fields and select the new locations. With these additions, the other fields are completed.
8. Click Save on the WebTMA toolbar to save the transfer.

When the window refreshes, the new assignment is shown.