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All Features

Get answers to frequently asked questions. Questions will be separated into sections so you can find what matters most.

Settings
How to add additional questions to Site Diary
Basics: How to add additional questions to Chargeable Items
Basics: Add Your Company Logo To Emails
Intro: General Dashboard Settings
Basic: Terminology
Basic: Import
See all 7 articles

Data Import

Everything you need to know about importing your business data into Assignar.

Assisted Data Import Overview
Assisted Data Import: Clients
Assisted Data Import: Fieldworkers
Assisted Data Imports: Equipment

Dashboard
Reviewing and Adjusting Timesheets
Intro: Login to Dashboard
Intro: General Navigation of the Dashboard
The New Assignar Dashboard
What is the Dashboard?
My Profile
See all 9 articles

Users
Fieldworker Availability
User Type
Introduction: How Do I Add A New User?
Introduction: Employment Types
Introduction: Deactivated Users
Introduction: Skill/Competency Search
See all 15 articles

Assets
1. An Overview of Our Asset List Page (Next Gen)
2. How to Use Advanced Asset Search (Next Gen)
3. How to Add a New Asset (Next Gen)
4. How to Edit an Asset Using the Asset Drawer (Next Gen)
5. How to Get to an Assets Detail Page From the Assets List Page (Next Gen)
First Steps: Asset/Equipment QR Scanner
See all 14 articles

Clients & Projects
Client Basics: What Is A Client
Add a Site Map to your Projects
Client Basics: Clients
Client Basics: Add A New Client
Client Basics: Archived Clients
Client Advanced: Client Documents
See all 11 articles

Dockets
Basics: Add Dockets To Timesheets
Digital Dockets: How to review a docket or form before submitting it
Digital Dockets: Copying a docket to the current day
Digital Dockets: Implementing Digital Dockets Part. 1
Digital Dockets: Implementing Digital Dockets Part. 2
Digital Dockets: Implementing Digital Dockets - FieldWorker App

Documents
Basics: What Are Documents?
Basics: Add A New Document
Basics: Exploring Documents
Advanced: How To Share Documents With Users
Advanced: Document upload to Modules
Documents Explained

Skills, Competencies and Inductions
Defining Skills, Competencies & Inductions
Competencies
Skills
Inductions
Online Inductions with Assignar

Tags
Updated User Tags Page
How To Use Tags

Suppliers
Basics: What is a supplier?
Basics: Adding, Editing and Archiving a Supplier
Basics: Associating workers or assets to a supplier
Basics: Getting started with Supplier Documents
Basics: Editing and Removing Supplier Documents
Basics: Emailing Supplier Documents
See all 10 articles

Roles
Basics: Roles/Tasks
What Is A Task
Add Or Edit A Task
Advanced: Assets & Tasks (Classic)
Tasks 101

Leave & Availability
Tracking Leave/Availability in Assignar (1)
Tracking Leave/Availability in Assignar (2)

Journal Entries
Journal Entries

Archived
GPS Time on Site based on Geofences
GPS Time on Site (Vehicle) - Report
GPS Event Rules wizard - step by step
GPS Crash Data
GPS Status marker
GPS Branding the Fleet app and adding user images
See all 30 articles