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UNIO24

Assets, employees, and locations

This page explains how to find a record — with the scanner or by searching — and what you can do from its card.

Scan a QR code

Section titled “Scan a QR code”
  1. Tap the round scanner button in the middle of the bottom bar.
  2. Point the camera at the label — you’ll see the hint “Point camera at QR code”. The code is read automatically. In the dark, turn on the flashlight with the button in the top-right corner.
  3. A sheet with the record opens at the bottom:
    • an asset — asset ID and serial number, type, model, and who has it or where it is now. The Asset button opens the card, and below it are the actions available to you: Check Out, Check In, Transfer, Take for myself, Return, Start an inspection, Quick booking;
    • an employee, location, inventory item, or license — a short summary and a button that opens the card.

Left: the scanner screen with the “Point camera at QR code” hint, a frame for the code, and the back and flashlight buttons. Right: the Assets tab with search, a sort button, and a list of assets showing the name, model, asset ID, and serial number

If a code doesn’t work, the app tells you why: “Code not found. The label may have been removed.”, “This code belongs to another company.”, or “Could not recognize the code.” Offline, the scanner only finds records already saved on the phone; otherwise you’ll see “Item not found in the local cache. Please go online.”

The camera reads QR codes. The app’s scanner doesn’t read barcodes on labels.

Read an NFC tag

Section titled “Read an NFC tag”

On phones with NFC, the scanner screen has an NFC button.

  1. Tap NFC — the NFC scan window opens.
  2. Hold your phone near the tag.

From there, it works the same as a QR code. If NFC is turned off in your phone settings, the app asks you to turn it on.

Find an asset in the list

Section titled “Find an asset in the list”

Open the Assets tab. Search looks through the name, asset ID, and serial number; the button next to it changes the sort order. Tap an asset to open its card.

The asset card

Section titled “The asset card”

At the top of the card are the name, type, operational status, Asset ID, ID, and Serial Number, and below them Current Owner / Stored: the employee or location. If the asset was checked out against a booking, that’s shown too.

The Actions button opens the list of operations for the asset. Which ones you see depends on your permissions and on where the asset is now:

  • Check Out, Check In, Transfer — see Check out, check in, and transfer;
  • Take for myself, Return — for self-service;
  • Quick booking — take the asset right now, see Bookings;
  • Create ticket, Create work order — see Tickets and work orders;
  • Write NFC tag — on phones with NFC;
  • Edit — change the asset’s details.

Left: the card of the asset “Cummins C110D6 Diesel Generator”: type, Idle status, Asset ID RF-13, ID, Serial Number, the Current Owner / Stored block with the location Houston Customer Site, the Actions button, the collapsible Detailed Information block, and the Photos and Documents blocks. Right: the Actions sheet: Check Out, Transfer, Quick booking, Create ticket, Create work order, Edit

Further down the card:

  • Detailed Information — type, model, manufacturer, dates, note;
  • Photos — Take photo or Choose from library, and mark the main photo;
  • Documents — attached files;
  • Inspections — the asset’s schedules and recent inspections, plus the Perform an inspection button;
  • the asset’s Tickets, Work orders, and Licenses, with links to them;
  • Recent Activity History.

Employees

Section titled “Employees”

Open the Employees tab and pick a person. The card shows their job title, department, email, and phone, and the Employee Assets block lists everything checked out to them. Tap an asset to open its card.

Left: the blocks of the asset card below the Actions button: Inspections with schedules, recent inspections, and the Perform an inspection button; Tickets; Work orders with WO-3; Licenses; Recent Activity History. Right: the card of employee James Rodriguez: job title Lead Engineer, department Field Service, email, and the Employee Assets block with a laptop and a pickup truck

Locations

Section titled “Locations”

Open Menu → Locations. The list shows nested locations as a tree; the default location has a Default badge. Tap a location to see its Assets at Location.

Left: the Locations list: Austin Calibration Lab, Austin HQ with the Default badge, Austin Warehouse, Denver Branch, Disposal with the For disposal badge, Houston Customer Site. Right: the Austin Warehouse card with the Assets at Location block: a fire extinguisher, an air compressor, a diesel generator, a forklift, and a stepladder

Inventory and licenses

Section titled “Inventory and licenses”
  • Menu → Inventory — items, stock by location, and movement history. In the app you can only view them; receipts and write-offs are done in the web app.
  • Menu → Licenses — your company’s licenses, their seats, and expiration dates. If you have permission, you can assign a seat to an employee or asset (Assign seat) and take it back (Return seat). See Licenses.

Label on an asset

Section titled “Label on an asset”

If you can edit assets, the asset card has a label icon in the top-right corner — it opens the Tag window:

  • Generate — create a new code if the asset doesn’t have one;
  • Enter code manually — link the code from a label that’s already stuck on;
  • Show QR — show the code on the screen;
  • Remove — unlink the code. A label you printed earlier will stop working.

To write the code to an NFC tag, choose Write NFC tag under Actions, hold your phone near a blank tag, and wait for the “Tag written” message. The Protect from overwrite switch locks the tag so it can’t be rewritten. Labels are printed in the web app — see Labels.

Section titled “Useful links”