Summary
Oneserve's asset library allows you to build a catalogue of asset types, manufacturers, and conditions that you can use to track work against equipment on sites.
User Type Rights
Code | Name | Description | Right Type |
---|---|---|---|
MSAD |
Admin | Access to the Admin menu using the cog icon in the menu header. For all the rights mentioned in this section the user will need to have this right | Page Access |
MASS |
Assets | This right will provide access to the Assets section under the admin menu. | Page Access |
ASC |
Asset Conditions | Access to the Asset Conditions page under the admin page. Users will be able to add/edit/delete Asset Conditions | Page Access |
ASM |
Asset Manufacturers | Access to the Asset Manufacturers page under the admin page. Users will be able to add/edit/delete Asset Manufacturers | Page Access |
AST |
Asset Types | Access to the Asset Type page under the admin page. Users will be able to add/edit/delete Asset Type | Page Access |
LIA |
Asset Register | This right is required to access the asset register page under the admin menu | Page Access |
ASSETL |
Search Assets | Access to the asset tab on the search page. | Page Access |
ALM |
Asset Library Maintenance | Access to the Asset Register to search/add/edit/delete Library Assets | Process Rights |
SLO |
Display Site - Locations Tab. | Access to the Location tab for a Site, this tab will be required for assets to be created and deleted | Process Rights |
SAS |
Display Site - Assets Tab. | Access to the Assets tab for a Site | Process Rights |
Guide
Adding and Amending Asset Conditions
Asset conditions can be used to describe the condition of an asset. This allows you to track any assets that are in need of work or repairs.
- Click on the cog icon to get to the admin menu
- Select "Asset Conditions" under the "Assets" menu
- If you have any previously added conditions, they will be shown here
- Click on the
+
icon to bring up the creation screen - Enter the name of your new condition and click
Create
to save your changes
- To amend an existing condition, select it from the list to bring up the edit screen. Change the name or make the condition inactive and click
Update
to save your changes
Adding and Amending Asset Manufacturers
- Click on the cog icon to get to the admin menu
- Select "Asset Manufacturers" under the "Assets" menu
- If you have any previously added manufacturers, they will be shown here
- Click on the
+
icon to bring up the creation screen - Enter the name of the manufacturer and click
Create
to save your changes
- To amend an existing manufacturer, select it from the list to bring up the edit screen. Change the name or make the condition inactive and click
Update
to save your changes
Adding and Amending Asset Types
- Click on the cog icon to get to the admin menu
- Select "Asset Types" under the "Assets" menu
- If you have any previously added types, they will be shown here
- Click on the
+
button to bring up the creation screen - Enter the name of the asset type and click
Create
to save your changes
- To amend an existing asset type select it from the list to bring up the edit screen. Adjust the name and click
Update
to save your changes
Linking Activities to Asset Types
- To link activities to an asset, tick the check box next to it in the list and click on the link activities button in the top left
- In the screen that appears, select the activities you would like to link to the asset and click
Add
,Add Selected
orAdd All
Adding Attributes to Asset Types
- To manage attributes against an asset, click on the Actions menu and select "Manage Attributes"
- In the screen that appears, drag and drop all relevant attributes/attribute groups from the right hand side to the left hand side
Adding and Amending Library Assets
Note: You will need to have added at least one manufacturer, type, and condition to create a new library asset
- Click on the cog icon to get to the admin menu
- Select "Asset Manufacturers" under the "Assets" menu
- If you have any previously added manufacturers, they will be shown here
- Click on the
+
icon to bring up the creation screen - Add the following details
- Model: The model number/description of the asset
- Status:
OFF
is selected by default, but this can be toggled if needed - Description: The unique description of the asset
- Asset Type: The type of asset selected from your list of types
- Asset Manufacturer: The manufacturer of the asset selected from your list of manufacturers
- Click
Create
to save your changes
- To amend an existing library asset, select if from the list and update the records in the edit menu
- Click
Update
to save your changes