Asset Functional Area

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Revision as of 11:42, 23 March 2016 by Swartzell-Phil (Talk | contribs) (Filtering)

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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 All Open - Shows all open (not completed and not cancelled) work requests in the system
Open Corrective - Shows the same as All Open but limited to corrective work requests
Open Preventive - Shows the same as All Open but limited to preventive work requests
Urgent - Show all open work requests that have been marked as Urgent priority
My Assignments - Shows all work requests that are assigned to the user that is currently logged in
Unassigned - Shows all work requests that have not yet been assigned for work
Filters 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
Request Date (From/To) - Specifies the request data range to view. See Date Range Filtering for more information
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
Employee - Selects the Employee in Charge of the work request
Work Request Type - Selects a specific type to view
Status - Selects a specific work order status to view
Link Group - Selects only work orders that have an Asset assigned from a specific Link Group

Related Areas