Can Reftab Automatically Move Assets to Different Locations?

Yes, Reftab can move assets between locations by utilizing workflows. For example, if you wanted Reftab to every day look at a specific field and based upon a value, move to a location, you can do this. To do this click “Settings” > “Workflow Automation” > “New Workflow

Skip to view other workflow triggers

This screenshot below uses a trigger of “Schedule – Daily 7:00AM”. Then, a condition of “If the asset’s Station ID or Name equals Conference Room” Then, the action “Change Asset Location to LA Office – Room 2”

When this workflow runs, if an asset has “Conference Room” as the value for Station ID or Name:

It will automatically be transferred to my location “LA Office – Room 2”

Other workflow triggers that can move assets:

  • Scanning a barcode
  • At check out
  • At check in
  • When starting maintenance
  • When finishing maintenance
  • When creating a new reservation
  • when updating an asset

Keep in mind theres many combinations you can use with triggers and conditions. Explore the workflow page within your Reftab account for more information.

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