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The Main Tab

Regardless of how you come to the Assets (TMS Enterprise)form, there are three tabs available for asset creation: Main, Details, and Additional Info.  There are several additional tabs available for asset editing. 

These tables describe each of the fields on the Main tab.

Identification

Field

Alternate field name

Definition

Setup location

Asset Number

Asset Number, Control Number

Asset numbers are used to identify specific assets that have unique identifiers associated with them. The asset number might come from the serial number or an asset tracking system.  An example of an asset number for a television receiver is TV-03.  This number distinguishes one asset from another.

When you add an asset number to a work order and then click or tab off the Asset Number field, TMS populates the Description, Manufacturer, Model Number, and Serial Number fields.  Assets that have a Status of Retired or Inactive can't be attached to a work order.

N/A

Asset Description

N/A

The Description given to the asset when it was created in TMS.

N/A

Manufacturer Code and Manufacturer Description

N/A

The asset manufacturer's code and description in TMS.

The set up location for Manufacturers is Modules > Vendors > New.

Model Number

Model #

This is the Model Number given to the asset when it was created in TMS.

The Model Number field does not become enabled until after a valid Manufacturer Code has been entered for the asset. Once it has become enabled, you can manually enter a Model Number, or you can select one from the drop-down menu, if the vendor record that matches the Manufacturer Code contains a list of known Model Numbers.

The set up location for Manufacturers is Modules > Vendors > Edit. New Model Numbers can be added on the Models tab of the vendor record.

Serial Number

Serial #

This is the Serial Number given to the asset when it was created in TMS.

N/A

Classification

Field

Alternate field name

Definition

Setup location

Category

N/A

The Category field is a broad classification of assets designed for grouping and locating similar assets.  Examples of Categories are "Medical Pump" and "Air Handler Device."

The set up location for Category codes is Setup > Asset > Codes.

Category

N/A

Sub Category is a more specific field than Category.  

Examples of Sub Categories are "Infusion Pump" or "Exhaust Fan."  

The set up location for Sub Category codes is Setup > Asset > Codes.

Type

Asset Type

Examples of asset Types are "Equipment," "Vehicles," or "Utility."

The set up location for asset Type Codes is Setup > Assets > Codes.

Account

Department, Cost Center

This field is used to represent the cost center or department within the organization that is tied to the asset.  

Many organizations use this field to represent such things as location of the asset, the party who is financially responsible for the asset, or the cost center or department where the asset is used or serviced.

The set up location for Account Codes is Setup > General > Codes.

Status

N/A

Examples of Asset Status codes are "Active," "Inactive," "Retired," "Unable to Locate," and "Loaner."

The set up location for Asset Status Codes is Setup > Assets > Codes.

Skill

Trade

Skill is used to represent the skill set needed to complete the work.

Examples of Skill are electrician, mechanic, plumber, or biomed technician.

The set up location for Skill Codes is Setup > Resources > Codes.

Priority

Urgency

This field represents the urgency level of the asset. Priority is used mainly for an asset that is crucial to your operation.  

You can change the Priority at any time.

The set up location for Prioritu Codes is Setup > Work Orders > Codes.

HIPAA

N/A

The HIPAA data field is used to identify assets that might store patient-related data.

N/A

Risk Number (Asset Edit or Query only)

N/A

This field is used to classify the risk level of an asset and used for risk management.

For more information on the Risk Number and setting up the Risk Manager, see the Set Up the Risk Manager topic.

N/A

Location

Field

Alternate field name

Definition

Setup location

Segment

N/A

The database Segment this asset record is stored in.

N/A

Site

N/A

There are three codes in the asset location hierarchy: Site, Building, and Location. Site is the first code in the hierarchy. If you select a Site code, Building and Location become required fields.

The set up location for Site codes is Setup > Assets > Codes.

Building

N/A

This is the second code in the location hierarchy.

The set up location for Building codes is Setup > Assets > Codes.

Location

N/A

This is the third code in the location hierarchy.

The set up location for Location codes is Setup > Assets > Codes.

Location Description

N/A

This field is automatically filled when you select Site, Building, and Location codes for the asset. It is a free text field, so you can manually enter a more exact location of where the asset is located.

N/A

Purchase Info

Field

Alternate field name

Definition

Date Purchased

N/A

The original date this asset was purchased.

Date Received

N/A

This is when an asset was received at an approved location, either on-site or at a storage location controlled by your organization.

Date Accepted

N/A

This is when an asset was permanently accepted by your organization.

Original Cost

N/A

This is the original cost or estimated value of the asset when it was first acquired.

Replacement Cost

Replace Cost

The cost of replacing an existing asset.