Difference between revisions of "Asset Functional Area"

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(→‎Filtering)
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|[[File:QuickSearchAssets.png|Quick Searches]]
 
|[[File:QuickSearchAssets.png|Quick Searches]]
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|'''All Open''' - Shows all open (not completed and not cancelled) work requests in the system<br />
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|
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'''Open Corrective''' - Shows the same as All Open but limited to corrective work requests<br />
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'''Under Repair''' - Shows all assets that have an In Progress Work Request<br />
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'''Open Preventive''' - Shows the same as All Open but limited to preventive work requests<br />
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'''Open PM''' - Shows all assets that have a Preventive Maintenance Work Request currently Open<br />
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'''Urgent''' - Show all open work requests that have been marked as Urgent priority<br />
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'''Needs Repair''' - Shows all assets that have an Open Corrective Work Request<br />
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'''My Assignments''' - Shows all work requests that are assigned to the user that is currently logged in<br />
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'''Unscheduled''' - Shows any asset that does not have a Base Month assigned<br />
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'''Unassigned''' - Shows all work requests that have not yet been assigned for work
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|[[File:FilterAssets.png|Filters]]
 
|[[File:FilterAssets.png|Filters]]
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|'''Campus''' - If you have multiple campuses available to you this will allow you to select a specific one.  If you only have one campus available, you will not see this option<br />'''Request Date (From/To)''' - Specifies the request data range to view. See [[Date Range Filtering]] for more information<br />'''Building''' - Allows you to select a specific building to view.  '''Note:''' This is only available once you have selected a campus or if you only have security rights to one campus<br />'''Employee''' - Selects the Employee in Charge of the work request<br />'''Work Request Type''' - Selects a specific type to view<br />'''Status''' - Selects a specific work order status to view<br />'''Link Group''' - Selects only work orders that have an Asset assigned from a specific Link Group
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'''Service Type''' - Allows you to select a single service to view<br />
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'''System''' - Only show assets classified to a specific System. You must select a Service before selecting a System<br />
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'''Class''' - Only show assets classified to a specific Class.  You must select a System before selecting a Class<br />
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'''Building''' - Only show assets assigned to a certain building<br />
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'''Status''' - Limit the list of assets to only Active, only In Storage, or only Disposed.  You may also select a combination of these
 
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Revision as of 11:49, 23 March 2016

Description

MenuAssets.png

--brief paragraph explaing Work order functional area--

Assets Landing Page

AssetLanding.png

Step-by-Step Help

Actions

Help Page Button Description
Add New Asset Add.png Add - create a new asset
Schedule Assets Schedule.png Schedule - set the schedule of maintenance that should be done on each asset
Mass Update Multiple Assets MassUpdate.png Mass Update - quickly change a large set of assets to new data

Quick Actions

Help Page Button Description
Edit an Asset EditButton.png Edit - Brings up the full details of the asset on a new page and allows you to edit any and all fields of the asset
Update Status of Work Request AddWRButton.png Add Work Request - Create a new work request for this asset
View Work Request History ViewWRHistoryButton.png View Work Request History - View the list of Work Requests that have been filed for this asset
Clone Asset CloneButton.png Clone Asset - Create a new asset based on this existing asset

List Display

AssetList.png

Filtering

Finding work requests can be done in a handful of ways. First, there are 6 quick searches provided as shown. These include:

Quick Searches

Under Repair - Shows all assets that have an In Progress Work Request
Open PM - Shows all assets that have a Preventive Maintenance Work Request currently Open
Needs Repair - Shows all assets that have an Open Corrective Work Request
Unscheduled - Shows any asset that does not have a Base Month assigned

Filters

Service Type - Allows you to select a single service to view
System - Only show assets classified to a specific System. You must select a Service before selecting a System
Class - Only show assets classified to a specific Class. You must select a System before selecting a Class
Building - Only show assets assigned to a certain building
Status - Limit the list of assets to only Active, only In Storage, or only Disposed. You may also select a combination of these

Related Areas

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