Assets

Add new assets, asset status, asset types, asset locations, asset warranties, and asset custom fields.

• Add an Asset

  Prerequisites before completing this procedure: Before an asset can be added, the data for asset types, asset sub-types, and location must already be set up.  If this has not already been done, then t...

• Add a Location

  Asset locations are the highest level in the asset hierarchy and can be used to determine access rights to asset and maintenance data in the application. Assets and vehicles will be located at a home ...

• Add a new Asset Status

  To better manage an organisation's assets, a status can be assigned to each asset.  Examples of asset statuses include Available Inactive Defective Decommissioned In Storage Missing Stolen The above a...

• Add Asset Types

  Asset Types are used to group similar assets. Grouping assets by type assists reports and analysis, as well as offering filtering options for lists.  Examples of Asset Types might include the followin...

• Add Asset Subtypes

  ASSET SUB TYPES  sit alongside Asset Types in a parent / child relationship and are used to sub-define the types of Asset within a particular Asset Type category.  For example: Bus Minibus Low floor b...

• Add New Asset Make or Model

  There are two ways to add new makes and models: Automatically:  When adding a new asset, if the asset is found in the NVD, Assetminder automatically adds the make and model to the Assetminder database...

• Add Custom Fields / Edit field labels for Asset Records

  The out-of-the-box implementation of Assetminder includes a standard asset record layout that includes standard asset data fields. User organisations can customise the standard asset record to meet th...

• Add Asset Warranty Type & Assign to an Asset Sub Type

  There are two steps in this procedure, viz. Add the new warranty type Assign the warranty type to the asset subtype (i.e., make a warranty that is already set-up on Assetminder available for use with ...

• Change an individual Asset Warranty

  Once set-up, asset warranties for a particular asset sub type are automatically applied and added to each matching asset sub type.  If the user wishes to change this for a specific asset, then the fol...

• Change the asset owner, and / or invoicee, and / or operator

  PROCEDURE  Open the Asset Record for which changes / updates are required to show the main Asset Record page. In the above example, the OWNER, OPERATOR, and INVOICEE details are shown. To change any o...