Managing your Device List

Owned by Patrick Ng (Unlicensed)
Last updated: Sept 11, 2023 by Rachael McMullen
3 min read

The Device List is a device inventory report that provides you the ability to edit or delete the device asset record, as well as assign devices to employee records and/or billing services.

Managing your device records

Add a new device record

To add new device inventory,

  1. Click the New button at the top right of the page.

  2. Enter the information in the appropriate fields.

  3. Click Accept to save your changes.

Once the device has been added, you can then associate the record to an employee and/or a service record.

Edit an existing device record

Click the pencil icon in Edit column to open a new window which will allow you to modify the device information.

  1. Locate the device record.

Try filtering on the IMEI associated with the device.

  1. Click the pencil icon under the Device - Edit column.

  2. Update the necessary device identifiers.

When managing your device statuses, the valid values are Active, Retired / Disposed, Repair, Pending Return, In Stock, Lost, Stolen, QA, or Unconfirmed / Pending.

  1. Click Accept to save your changes.

Delete a device record

Click the red x icon in Delete column to open a new window which will allow you to delete the device.

  1. Locate the device record.

Try filtering on the IMEI associated with the device.

  1. Click the red x icon under the Device - Delete column.

  2. Confirm the action by selecting the action button Delete.

Managing your employee to device mapping

Map a device to an employee

To associate a device to an employee, click on the person icon under the Assign - User column.

  1. Locate the device record.

  1. Click on the person icon under the Assign - User column.

  2. Select the employee name from the Select User drop-down.

  3. Click Associate to save your changes.

Remove employee association from the device

To remove a device to an employee, click on the red X icon under the Assign - Delete column.

  1. Locate the device record.

  1. Click on the red X icon under the Assign - Delete column..

  2. Select the employee name from the Select User drop-down.

  3. Click Delete to remove the association.

Managing your service to device mapping

To associate a service to a device, click on the phone icon under the Assign - Line column.

  1. Locate the device record.

  1. Click on the phone icon under the Assign - Line column.

  2. Select the Vendor and then the Line in the correlating drop-down lists.

  3. Click Associate to save your changes.


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