[FAQ] How to change equipment ownership

[daisy.phan]

In Onix Work, equipment ownership indicates which company account owns a piece of equipment. You can transfer ownership of one or multiple equipment items to a different member company directly from Equipment module.

Who can perform this action

Two conditions must both be met:

• Member company listed as the Owner in equipment details.

  Note: If your company created a non-member company and set them as the Equipment Owner, you can still perform this action on their behalf.

• Users with the following privileges:
  • Access to Onix Work
  • Create new/edit all remaining information privilege
    
    

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How-to guide

Step 1: Filter for main equipment

Note: Ownership changes apply to main equipment only. Onix Work does not allow ownership changes directly on sub-equipment. When you transfer a main equipment item, all connected sub-equipment is automatically transferred to the new owner as well.

To work with main equipment only, filter the equipment list before making your selection.

1. Log in to Onix Work > Equipment module.
2. Open the Filter panel.
3. Click Select criteria > Add a field > Main/sub equipment > Save.
4. Select Main equipment.
5. Click Apply.

Step 2: Change equipment ownership

1. Select the desired equipment.
2. Click Edit > Edit ownership.
3. Select the new owner.
4. Click Save.

Tip

To select all equipment under a specific owner at once, click the Owner column header and choose Group by Owner. Then hover over the owner name and check the box at the beginning of that row to select the entire group.