Table of Contents

Purpose Assets Module List View Search & Filter Options Advanced Filter Record Options Selected Asset Record Overview Mode Assignments Mode Tangible Mode Additional Features Common Workflow Questions

Purpose

The Assets module, part of the Equipment workflow, allows users to track and manage company assets. Users can monitor assignments, categories, and other relevant details for asset items.

Assets Module List View

The Assets module home page or "list view" displays all active Asset records within the system, allowing users to quickly view and manage company assets.

Quick Search: Search for an asset using the ID, display name, assignment, category, or serial number.
Archive: View asset items that have been archived.
Advanced Filter: Access more detailed search criteria.

Advanced Filter

The Advanced Filter option provides the following search fields:

ID: Asset identification number.
Serial Number: Unique serial number of the asset.
Archive: Option to include archived assets.
Brand: Asset manufacturer or brand name.
Category: Asset classification or type.
Model: Specific model of the asset.
Company: Company associated with the asset.
Purchase Date: Date the asset was acquired.
Historical Value: Past value of the asset.
Attribute Name: Custom attribute identifier.
Attribute Field: Value of the custom attribute.
Assigned: Current assignment of the asset.
Description: Text description of the asset.
Depreciate: Depreciation status of the asset.
Useful Life: Expected lifespan of the asset.

Record Options

Select the ≡ icon to view record options:

Assign/Unassign: Assign/Unassign users to this Asset.
Print Label: Print a scanable label for this Asset.

Selected Asset Record

Overview Mode

View an overview of the asset information, including details, attributes, and activity log.

ID: Unique identifier for the asset.
Serial Number: Manufacturer's serial number.
Brand: Manufacturer or brand name of the asset.
Category: Classification or type of asset.
Model: Specific model of the asset.
Company: Company associated with the asset.
Purchase Date: Date the asset was acquired.
Historical Value: Past value of the asset.
Depreciate: Indicates if the asset is subject to depreciation.
Useful Life: Expected lifespan of the asset.
Archive: Option to archive the asset record.
Description: Detailed description of the asset.

Assignments Mode

Track and view the asset's assignment history.

Assignment: The person, department, or entity to whom the asset is assigned.
Timestamp: The date and time of the asset assignment.
User: The username that changed or assigned the asset.

Tangible Mode

Track and view the asset's tangible properties and valuation history.

Tax Year: The year for which the asset valuation applies.
Classification: Asset classification for tax purposes.
Age: Current age of the asset.
Condition: Current condition of the asset.
Original Installed Cost: Initial cost of the asset when installed or purchased.
Fair Market Value: Current estimated market value of the asset.

Additional Features

"+" icon: Create a new Asset record when selected. This will appear at the top of the list.
Activity Log: View a history of changes and actions related to the asset.
Attributes: Add custom attributes to track additional data.
Picture: Option to add an image of the asset.

Common Workflow Questions

How do I add a new asset to the system?
Can I track the depreciation of an asset over time?
How do I generate a report of all assets by category?
What's the process for transferring an asset between departments?
How can I update the fair market value of an asset?
Is it possible to attach documents or receipts to an asset record?