Asset Functional Area

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.

Assets Landing Page

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 - create a new asset
Schedule Assets		Schedule - set the schedule of maintenance that should be done on each asset
Mass Update Multiple Assets		Mass Update - quickly change a large set of assets to new data

Quick Actions

Asset Home Page

Help Page	Button	Description
Edit an Asset		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		Add Work Request - Add work request record to an asset.
View Work Request History		View Work Request History - View the list of work requests that have been filed for this asset.
Clone Asset		Clone Asset - Create a new asset based on this existing asset.

Quick Actions - Supplies

Supplies is found in the Asset dropdown.

Asset Supplies Page

Help Page	Button	Description
Edit a Supply		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		Warehouses (Only found on Supplies screen) - Create a warehouse record for asset supplies.
Add Transaction		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:

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:

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

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

• Assets
• Employees
• List of available Assets Reports