Add Assets to a Diary Action

Items can be assigned to a Diary Action, such as Pickup or Delivery. This allows you to indicate which items are being moved on a given day, to be included on your Job Sheet or Work Ticket.

To assign an Item to an Action, highlight the Action in which the Item is being moved, and click the green chair icon:

This opens a list of all Items that have been added to the Job.

Assign specific items to the Action by double clicking each item, or using the   icon to select all items on the list.

You can then view Assigned or Unassigned items using the toggle at the bottom:

Additional icons available include the following: 

Copy Assigned items to another diary action 

Edit the properties of an item

Display the total number of items on the list

Completing a Warehouse Date Out Action

When a Diary Action is marked as Completed on the Diary tab of a Job, and that Action is a”Warehouse Date Out” Key Action, all Items that have been assigned to that Action will be given a Date Out.