Assets

An asset includes any item requiring maintenance that you want to track, including equipment, facilities, and vehicles. In the Assets tab, add and monitor multiple assets associated with the work order. 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.

Navigate to the Assets tab while in Create or Update mode.

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.

The Assets list view includes the following columns:

• Number: Unique identifier assigned to an 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.

In List view, resize and reorder the columns, and sort them in either ascending or descending order.

Add an asset

Add an asset to your work order by number or group.

1. On the Assets tab > Assets section, do one of the following:

   • Add by number: Enter an asset number and click the search icon.

   • Add by group: Select an asset group from the list of available groups. Asset groups consist of multiple assets that are managed collectively as a single group. If there is an asset group with individual assets on the same PM schedule requiring identical procedures, TMS can generate one work order instead of multiple work orders.

2. If the system locates your selected assets, they appear in the list.

3. Click Update to save the work order.

Remove an asset

Remove individual assets or an asset group. You cannot remove individual assets that are included within an asset group.

1. On the Assets tab > Assets section, do one of the following:

   • In list view, select Remove from the Actions menu on the left of a row.

   • In card view, select Remove from the Actions menu in the upper right of the card.

2. In the confirmation message, click Remove.

The system removes the asset from the work order.

3. Click Update to save the work order.