Difference between revisions of "Asset Functional Area"

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(Created page with "==Description== --brief paragraph explaing Work order functional area-- File:Screenshothere.png ===Metrics=== --describe the metrics-- ===List Display=== --what is show...")
 
(→‎Quick Actions - Supplies)
 
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==Description==
 
==Description==
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--brief paragraph explaing Work order functional area--
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The '''Asset''' Functional Area shows you all of the assets that are currently logged and maintained in the system.  These assets can then be used to track inventory or to track the work that is required to maintain and fix them.  From this page you will find all appropriate actions for scheduling your asset for work, finding your critical assets, and understanding that current status of your asset inventory.
  
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[[File:Screenshothere.png]]
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[[File:MenuAssets.png|80x80px]]
  
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===Metrics===
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[[File:Home-Assets.png|1000x1000px]]
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--describe the metrics--
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===List Display===
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== '''Assets''' '''Landing Page''' ==
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--what is shown in the list view and a screenshot?--
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[[File:AssetLandingCallouts.png|1000x1000px]]
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====Quick Actions===
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−
--what does each quick action do and screenshots--
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===Filtering===
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--Describe filtering fields--
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===Daily Use===
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'''A. Metrics'''<br />
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*Business Process 1  - a brief description of opening a work order
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'''B. List Display'''<br />
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*Business Process 2  - a brief description of closing a work order
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'''C. Filtering'''<br />
 +
'''D. Actions'''<br />
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'''E. Quick Actions'''<br />
  
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===Other Actions===
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==Step-by-Step Help ==
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--Describe the action bar buttons --
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===Actions===
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{| class="wikitable" border="1"
  
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===Related Areas===
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|-
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!width="200px"|Help Page
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!width="55px"|Button
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!width="1000px"|Description
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|- style="vertical-align:top;"
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|[[Add New Asset#Add New Asset|Add New Asset]]
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|[[File:add.png]]
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|'''Add''' - create a new asset
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|-style="vertical-align:top;"
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|[[Schedule Assets]]
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|[[File:schedule.png]]
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|'''Schedule''' - set the schedule of maintenance that should be done on each asset
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|-style="vertical-align:top;"
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|[[Mass Update Multiple Assets]]
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|[[File:MassUpdate.png]]
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|'''Mass Update''' - quickly change a large set of assets to new data
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 +
|}
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 +
===Quick Actions===
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Asset Home Page
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{| class="wikitable" border="1"
 +
|-
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!width="200px"|Help Page
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!width="55px"|Button
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!width="1000px"|Description
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 +
|-style="vertical-align:top;"
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|[[Edit an Asset]]
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|[[File:EditButton.png|30px]]
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| '''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
 +
 
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|- style="vertical-align:top;"
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|[[Add Work Request]]
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| [[File:AddWRButton.png|30px]]
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|'''Add Work Request''' - Add work request record to an asset.
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|- style="vertical-align:top;"
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|[[View Work Request History]]
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|[[File:ViewWRHistoryButton.png|30px]]
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| '''View Work Request History''' - View the list of work requests that have been filed for this asset.
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|-style="vertical-align:top;"
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| [[Clone Asset]]
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| [[File:CloneButton.png|30px]]
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| '''Clone Asset''' - Create a new asset based on this existing asset.
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|}
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 +
===Quick Actions - Supplies===
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'''Supplies''' is found in the Asset dropdown.
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 +
[[File:Asset-SuppliesDDCrop.png]]
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 +
Asset Supplies Page
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 +
[[File:Asset-SuppliesHome.png|1000px]]
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 +
{| class="wikitable" border="1"
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|-
 +
!width="200px"|Help Page
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!width="55px"|Button
 +
!width="1000px"|Description
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|-style="vertical-align:top;"
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|[[Edit a Supply]]
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|[[File:EditButton.png|30px]]
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| '''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
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|- style="vertical-align:top;"
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|[[Warehouses]] 
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| [[File:AddWRButton.png|30px]]
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|'''Warehouses''' (Only found on Supplies screen)  - Create a warehouse record for asset supplies.
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|- style="vertical-align:top;"
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|[[Add Transaction]]
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|[[File:CleaningTypeButton.png|30px]]
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| '''Add Transaction''' - View the add Transaction page and select number of items and transaction type, as well as assign items to a warehouse.
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|}
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==List Display==
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Your top 5 assets will be display sorted by Asset number by default.  The list shows the following fields:<br/>[[File:assetList.png]]
 +
 
 +
{| class="wikitable" border="1"
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|-
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| width="200px" | '''Asset Number'''
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| '''Preventive or Corrective indicators'''
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|-
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| colspan="2" | '''Name''' - The common name field
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|-
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| colspan="2" | '''Category''' - The Asset Classification or [[SCO]]
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|-
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| colspan="2" | '''Serial''' - The Serial Number of the asset
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|-
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| colspan="2" | '''@''' - The location of the asset
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|}
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==Filtering==
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Finding work requests can be done in a handful of ways.  First, there are 6 quick searches provided as shown. These include:
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{| class="wikitable" border="1"
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|-style="vertical-align:top;"
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|[[File:QuickSearchAssets.png|Quick Searches]]
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|
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'''Under Repair''' - Shows all assets that have an In Progress Work Request<br />
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'''Open PM''' - Shows all assets that have a Preventive Maintenance Work Request currently Open<br />
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'''Needs Repair''' - Shows all assets that have an Open Corrective Work Request<br />
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'''Unscheduled''' - Shows any asset that does not have a Base Month assigned<br />
 +
|}
 +
 
 +
{| class="wikitable" border="1"
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|-style="vertical-align:top;"
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|[[File:FilterAssets.png|Filters]]
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|
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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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|}
 +
 
 +
==Related Areas==
 
*[[Asset Functional Area|Assets]]
 
*[[Asset Functional Area|Assets]]
 
*[[Employee Functional Area|Employees]]
 
*[[Employee Functional Area|Employees]]
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* List of available [[List of Functional Area Reports#List of Functional Area Reports|Assets]] Reports

Latest revision as of 13:21, 22 April 2016

Description

The Asset Functional Area shows you all of the assets that are currently logged and maintained in the system. These assets can then be used to track inventory or to track the work that is required to maintain and fix them. From this page you will find all appropriate actions for scheduling your asset for work, finding your critical assets, and understanding that current status of your asset inventory.

MenuAssets.png

Home-Assets.png

Assets Landing Page

AssetLandingCallouts.png

A. Metrics
B. List Display
C. Filtering
D. Actions
E. Quick Actions

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

Asset Home Page

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
Add Work Request AddWRButton.png Add Work Request - Add work request record to an 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.

Quick Actions - Supplies

Supplies is found in the Asset dropdown.

Asset-SuppliesDDCrop.png

Asset Supplies Page

Asset-SuppliesHome.png

Help Page Button Description
Edit a Supply 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
Warehouses AddWRButton.png Warehouses (Only found on Supplies screen) - Create a warehouse record for asset supplies.
Add Transaction CleaningTypeButton.png Add Transaction - View the add Transaction page and select number of items and transaction type, as well as assign items to a warehouse.

List Display

Your top 5 assets will be display sorted by Asset number by default. The list shows the following fields:
AssetList.png

Asset Number Preventive or Corrective indicators
Name - The common name field
Category - The Asset Classification or SCO
Serial - The Serial Number of the asset
@ - The location of the asset

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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