How to Assign Inventory Items to a Task & Take a Snapshot

Inventory items can be assigned to an individual task, or a series of tasks in a workflow.

To assign an item from an inventory to a task:

  1. Begin by entering the task you wish to make the assignment in
  2. In the assigned items portion of the protocol, click the Assign from dropdown.
    how to assign an item to a task

  3. From the dropdown, Select the inventory which contains the item(s).
  4. Select the item(s) (by ticking the boxes in front of the item name) which you want to assign to the task. 
  5. Choose whether you would like to assign these items to the Task or to Task & Downstream. Task & Downstream will assign the items to the entire workflow that comes downstream from the current task.
    how to assign an item to a task 1

 

The assigned item(s) will now appear directly on the task under Assigned Items. The simplified view of the items can be expanded to a full-screen table containing the column information by clicking the Expand button in the top right corner.

how to assign an item to a task 2

 

How to take an Inventory Snapshot:

You can take a snapshot of the assigned items at any time to keep a record of their state at the moment of snapshot creation. Depending on how you update your inventories, this could be a great tool to capture any change made to the item since it was originally assigned.

  1. Click the expand button in the top right corner to view the assigned items in a table format.
  2. In the top left corner, click View versions.
  3. In the slide out window, click Create snapshot. 
    how to assign an item to a task 4


You can switch between the live version of the assigned items (AKA what details are currently in the inventory) or a snapshot and set the preferred version as the default view on the task for each individual inventory.

  1. Select either the Live version or the snapshot you wish to display.
  2. Click Set as default view
how to assign an item to a task 5

 

When a task is locked, a snapshot of the assigned items is automatically taken and set as the default view. 

Locking the task prevents any further changes to the items that are assigned to the task. However, the column information of these items can still be edited in the inventory. The snapshot serves as a reference of the information that was current at the time the task was locked. 

You can also export each snapshot you have created as seen in the image below.

how to assign an item to a task 6

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