Adding & Managing Assets

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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

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  • Click on the + icon to bring up the creation screen
  • Enter the name of your new condition and click Create to save your changes

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  • 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

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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

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  • Click on the + icon to bring up the creation screen
  • Enter the name of the manufacturer and click Create to save your changes

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  • 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

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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

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  • Click on the + button to bring up the creation screen
  • Enter the name of the asset type and click Create to save your changes

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  • 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

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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

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  • In the screen that appears, select the activities you would like to link to the asset and click Add, Add Selected or Add All

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Adding Attributes to Asset Types

  • To manage attributes against an asset, click on the Actions menu and select "Manage Attributes"

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  • In the screen that appears, drag and drop all relevant attributes/attribute groups from the right hand side to the left hand side

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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

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  • 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

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  • To amend an existing library asset, select if from the list and update the records in the edit menu

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  • Click Update to save your changes