Asset Section

An asset includes any item requiring maintenance that you want to track, including equipment, facilities, and vehicles. The Assets section within a tab is intended for a single asset and appears as read-only. All work orders connected to an asset form part of the asset's history. Create assets in the TMS legacy application.

Assets are identified by unique asset numbers, which might come from the serial number or an asset tracking system.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view is where you can view the same items as blocks. You have the option to switch between views on desktop platforms. Click either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

• Asset number: Unique identifier assigned to an asset.

• Asset description: Brief summary to provide more details.

• Manufacturer vendor name: Identifies the maker or brand.

• Model number: Identifies a specific model of an asset by the manufacturer.

• Serial number: Unique code assigned by the manufacturer. Typically used for warranty, history tracking, and distinguishing similar units.

Search for a specific asset number

In the Asset section, type an asset number into the Asset number field and press Tab. If the asset exists, the system fills in the related sections with the asset's details.

Search for an asset using filters

1. In the Asset section, click the search icon next to Asset number.

2. In the Asset lookup number window, select one or more filters from one or more tabs.

3. Click Apply filters.

   The Results list displays assets that match your search criteria.

4. In the Results viewer, select the form you want to use to view the results.

   The list updates based on the form.

5. In the results list, click Select next to an asset and the asset number displays in Asset number within the Asset section.

6. Select each asset you want to add and click Add. To restart the search, click Back.

   The selected assets get added to the section.

Update asset search filters

Update your search filters to receive different results.

1. In the results window, click Update filters.

2. Click Clear all to clear all filters.

3. Make changes to the filters and click Apply filters.