Change the asset owner, and / or invoicee, and / or operator

PROCEDURE 

Open the Asset Record for which changes / updates are required to show the main Asset Record page.

In the above example, the OWNER, OPERATOR, and INVOICEE details are shown.

To change any of these, select the RIGHT ARROW for the data field to be changed which will bring up the asset information page as shown below.

To proceed with changing the owner, operator, and / or invoicee data for this asset, click on the right arrow as indicated. 

The following page will then be shown.

To change any of the three asset information fields, viz. OWNER, INVOICEE, OR OPERATOR (might be shown as DIVISION / OPERATOR), click on the RIGHT ARROW for the data item required (in the highlighted area shown in the image below).

Doing this will open a small dialogue box at the top of the page as shown

Here the user can enter the details of the new owner, invoicee, or operator.  After the first three characters of the name have been entered, Assetminder will show all matching customer names.  Typing more characters beyond the minimum three will further filter this list.

When the customer name has been located, click on it and then click on SAVE AND CLOSE to update the Asset record and return to the Asset view page.