Asset Management

Use the Assets module to track assets and related information, such as serial numbers, customers, contracts, and purchase dates. Assets can also be associated with work orders and maintenance activities.

Add an asset to a customer site

To add an asset to a customer site, first add the asset to the Catalog.

1. Go to Assets.
2. Select a customer site.
3. Select Add new.
4. Select the Model name.
5. Enter the Asset serial number.
6. Select Save & continue.

Manage asset status

Active status

After you add an asset to a customer site, the system marks the asset as active.

Active assets are available for work orders, maintenance plans, and service activities.

Decommission an asset

Decommission an asset when it is no longer in service.

1. Go to Assets.
2. Select a customer site.
3. Open the asset you want to decommission.
4. Select Decommission.
5. Select Continue when prompted.

Reactivate an asset

1. Go to Assets.
2. Select a customer site.
3. Open the asset you want to reactivate.
4. Select Reactivate.
5. Select Continue when prompted.

View asset logs

The Logs tab displays time-stamped events associated with the asset, including installation activities and completed service work.

1. Go to Assets.
2. Select a customer site.
3. Open an asset.
4. Select Logs.

Add an asset to the Catalog

Add the asset model to the Catalog before adding it to a customer site.

1. Select Catalog > Parts and assets > Add new.
2. Enter the Model name and Description.
3. Select the Manufacturer.

4. Select the Stock unit.

   This may not apply to the asset, but is a required field.

5. Optionally, upload a manual for the asset.

6. Select Save.