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Adding & Managing Assets

To add and manage assets, Users need the following User Type Rights:

    • Asset Conditions ASC
    • Asset Manufacturers ASM
    • Asset Register LIA
    • Asset Types AST
    • Search Assets ASSETL
    • Asset Library Maintenance ALM
    • Acess Admin Assets Section ADMIN_ASSETS
    • Display Site - Location Tab SLO

Add or amend Asset Conditions

  1. Select the Cog icon to open the Admin menu.
  2. Select Asset Conditions from the Assets menu.
  3. If you have already created Asset Conditions these will be displayed in the list view.
  4. Click on the + icon to add a new Asset Condition.



  5. Enter the Condition Name. It will be marked as Active by default but you can use the toggle button if it needs to be inactive. 

6. To edit an existing Condition, click the name of the Condition. Make amendments to the details and click Update to save the changes.

 

Add or amend Asset Manufacturers

  1. Select the Cog icon to open the Admin menu.
  2. Select Asset Manufacturers from the Assets menu.
  3. If you have already created an Asset Manufacturer this will be displayed in the list view.
  4. Click on the + icon to add a new Asset Manufacturer.

5. Enter the Manufacturers Name. It will be marked as inactive by default but you can use the toggle button if it needs to be active. 

6. To edit an existing Manufacturer, click the name of the Manufacturer. Make amendments to the details and click Update to save the changes.

 

Add or amend Asset Types

  1. Select the Cog icon to open the Admin menu.
  2. Select Asset Types from the Assets menu.
  3. If you have already created an Asset Type this will be displayed in the list view.
  4. Click on the + icon to add a new Asset Type.

5. Enter the Asset Type Name and click Create.

6. To edit an existing Type, click on the Asset name to open the edit window. Amend the details and click Update to save.

 

Add or amend a Library Asset 

  1. Select the Cog icon to open the Admin menu.
  2. Select Library Asset from the Assets menu.
  3. If you have already created a Library Asset this will be displayed in the list view.
  4. Click on the + icon to add a new Library Asset.

    Tip: You will need to complete the steps above if the Type, Condition or Manufacturer do not currently exist.

  5. Enter the Asset details as follows:

    Model - Asset Model, for example Solo 15 HE.

    Status - 'OFF' is selected by default but you can use the toggle button if needed. 

    Description - This must be unique, for example Baxi Solo 15 HE Gas Boiler.

    Asset Type - Type of Asset, for example Gas Boiler.

    Asset Manufacturer - Manufacturer of the Asset, for example Baxi.

  6. Click Create

  7. To edit an existing asset, click the Asset name. Amend the details and click Update.

 

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