1:1

Search for an Asset

This allows the User to search for an existing asset using the Asset ID, Name, or Serial Number. Select Go.

Any matching assets are displayed. select View to display the details of the assets. In the Search for a Contact section enter the name or email address of the person who you want to add to the asset. Select Go to choose the name displayed. Select View Asset to display the details of the asset. Select Assign Asset to add the Contact to the asset and add details or update the transaction, including the ability for the Contact to sign for the asset on the device.

The 1:1 Transactions screen is displayed with the Contact Information, the Asset Information, 1:1 Key Dates (where the return date and next action can be entered). Transaction Information displays any current transactions for this asset and the Add Transaction section where the User can add the date and type of transaction, give a description, add an existing Terms and Conditions template or enter a new one. Select Add Transaction to add this to the asset in 1:1.

Search for a Contact

Enter the name or email address of the Contact that you want to view, then select Go. Select View to display the details about the Contact which can be edited. Select Update to save the changes. Assets that are associated with this Contact are displayed below this section. Transactions can be viewed, added, or edited in this section.

Add new Contact

Complete the details, then select Go. Complete the rest of the required information, then select Update. This Contact can now be used within 1:1.

1:1 Settings

This section allows the User to edit the main parts of 1:1 including, the Contact Details Template, Transaction Types, and Terms and Conditions Templates. Select the Update for the required option to save the changes.

If you need further support using the system, email districtmanager@irisglobal.com to contact our Support Team.