Updating Data Sharing Setting Post-Transfer
As noted in the article Transfer of Ownership Workflow, users can select whether or not they want to enable Data Sharing when accepting an incoming transfer. However, the data sharing setting can also be updated after the transfer is complete.
Updating Data Sharing on Equipment
Update Data Sharing of Equipment after a transfer must be done individually using the following process:
Select the Equipment the user wish to update from the Equipment page.
Access the actions menu with the Equipment selected. The users can access the actions menu by clicking the checkbox on the Equipment's row in the table and then selecting the actions menu (︙) at the top of the page. They can also access the actions menu by right-clicking on the Equipment.
From the actions menu, select "Edit Equipment".
At the bottom of the Edit form, users will see and option to update the Data Sharing settings (note: this will only appear for Equipment that has been transferred).
Updating Data Sharing Setting on Locators
Update Data Sharing of a Locator after a transfer must be done individually using the following process:
Select the Locator the users wish to update from the Locator page.
Access the actions menu with the Locator selected. The users can access the actions menu by clicking the checkbox on the Locator's row in the table and then selecting the actions menu (︙) at the top of the page. They can also access the actions menu by right-clicking on the Locator.
From the actions menu, select "Edit Locator".
At the bottom of the edit form, users will see an option to update the Data Sharing settings (note: this will only appear for Locators that have been transferred).
Viewing Shared Equipment and Locators
Similar to how Transfer Records can be viewed from several places, shared Equipment and Locators can also be viewed in multiple places. In addition to a list of assets, the details of each individual asset can also be viewed. In order to see a buyer’s asset, the buyer must have Data Sharing enabled for the Equipment or Locator. Without opting in, the seller cannot see the buyer’s asset.
Shared Equipment
From the Company level, a user can see all of the Shared Equipment under the Shared Equipment tab and drill into a particular Equipment to view its details.
Shared Locators
Similarly, users can see Shared Locators under the Shared Locators tab within a Company or Location.