Before you start
Prerequisites and permissions
Have ready
- Company Asset access.
- Expense visibility when preparing or reviewing an Expense-linked draft.
Access rules
- Owners have Company Asset authority; Office Staff require explicit Asset grants.
- Source money remains hidden when the current role lacks Expense visibility.
Where to find it
Navigation map
- Asset register
- Company Assets
- Scan equipment
- Company Assets → Scan equipment
- Equipment locations
- Company Assets → Locations
- Field Worker equipment
- My Equipment
- Expense handoff
- Expenses → Expense detail → Company asset handoff
Walkthrough
Step by step
- 01
Choose manual or Expense-linked creation
Create a manual Draft asset for operational identity only. To preserve the source of the cost, open one posted Expense and prepare a separate asset draft from its handoff panel.
- 02
Review the frozen source and allocation
Confirm the source Expense, allocated gross amount, quantity, class and ownership. The draft is evidence for review; it is not depreciation, tax treatment or an accounting posting.
- 03
Confirm once
Confirmation creates the exact number of operational Asset records in one transaction. Posting or reviewing an Expense never creates them automatically.
- 04
Respond to later source review
If the source Expense is voided or corrected, the Asset stays intact and is flagged for an authorised finance review. Check the operational record before acknowledging the flag.
- 05
Add a field identity
Record the manufacturer, model, serial number and one unique Company asset tag. Print Nenvik-generated QR label or use a keyboard-wedge barcode scanner from Scan equipment.
- 06
Hand over equipment
Assign active equipment to an authorised staff member, Job or equipment location. A Field Worker sees only equipment handed directly to them or attached to one of their assigned Jobs, and can acknowledge or release only their own custody.
- 07
Schedule and close maintenance
Create an inspection, service, repair or calibration due date, optionally linked to a Job. Complete or cancel it explicitly so the permanent history remains truthful.
Troubleshooting
If something does not look right
The Expense handoff is unavailable.
Confirm the Expense is posted, the current role has both Expense and Asset access, the Company Asset feature is enabled, and un-cancelled draft allocations have not used the full gross amount.
The source Expense requires review.
Open the linked Expense with finance authority, compare the saved, read-only source snapshot with the correction, and acknowledge only after deciding the operational Asset remains appropriate.
Equipment cannot be retired or disposed.
Release active custody and complete or cancel every scheduled maintenance record, then retry from the latest equipment version.
A Field Worker cannot see or acknowledge equipment.
Confirm the equipment is handed directly to that active Field Worker or attached to one of their assigned Jobs. Broad Company register access is intentionally unavailable.
Keep going