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How to manage assets
The Asset Management components allow you to manage assets. You can do the following actions in the Asset Management component:
Add Assets, Display Asset Details, Add Maintenance, Clone Assets, Display Maintenance History, or Delete Assets.
You can interact with assets in the list by clicking on the three buttons on a list item to reveal the options mentioned before.
Inside an asset, you can configure maintenance plans for assets. From there you can manage if tickets for an asset should be opened automatically.
How to add assets
When you start adding a new asset you have to provide four containers of information, which are:
General information, Device information, Contact information, and Location information
- Click on the
button or Add asset in the Asset view. - Fill in all four containers of information.
1. General information container
- Insert the Asset tag – Asset tags identify equipment using a unique serial number or barcode.
- (Optional) Insert the serial number of the asset.
- (Optional) Insert the installation date of the asset.
- (Optional) Select the status of the asset from the drop-down (you can choose between Disposed/In-Service/In Stock/Transferred).
- Insert the model type of the asset.
- (Optional) Insert the MAC address of the asset.
- (Optional) Insert the warranty expiration date of the asset.
2. Device information container
- Insert the manufacturer of the asset.
- (Optional) Insert the Device supplier of the asset.
- (Optional) Insert the purchase date of the asset.
- (Optional) Insert the operating system (OS) name, on which the asset runs.
- (Optional) Add additional device information.
3. Contact information container
- (Optional) Insert the company name you are making business with regarding the asset.
- Insert the first name of the contact person.
- Insert the last name of the contact person.
- (Optional) Insert the phone number of the contact person.
- (Optional) Insert the email address of the contact person.
4. Location information container
- Insert the address of the asset location.
- (Optional) Insert additional addresses of the asset location in the second address field.
- Insert the ZIP of the asset location.
- Insert the city of the asset location.
- Select the country from the drop-down, where the asset is located.
- (Optional) Insert the longitude of where the asset is located.
- (Optional) Insert the latitude of where the asset is located.
- (Optional) Insert some additional location information.
- Click Save.
How to display asset details
- Click on Show asset details or Show Maintenance history in the context menu of an asset.
What is the purpose of maintenance plans?
Maintenance plans ensure that tickets are opened automatically inside the Fieldcode system.
How to add a maintenance plan
It is possible to add a maintenance plan to an asset. Maintenance plans are always connected to a specific asset.
- Click on an asset in the Asset view.
- Click on the Add maintenance button.
- Fill in the New Maintenance Service form.
- Select the project for the Maintenance service from the drop-down.
- Select the maintenance category of the asset (Break & Fix, IMACD, Maintenance, or Standard).
- Select the planned maintenance date.
- (Optional) Insert the maintenance time.
- Insert the due date of the fixture.
- Insert a description of the maintenance.
- (Optional) Insert the external reference number.
- (Optional) Select if the maintenance plan should be a recurring one. If you don’t select the checkbox, it will be one-time maintenance.
- Click on Save.
You can delete Maintenance plans by using the trash button inside the maintenance plan menu.
How to clone assets
Assets can be cloned from the Context menu by selecting Clone asset.
If you decide to clone an asset, you can also decide what to clone and whether to overwrite the fields differently.
- Click on Clone asset in the context menu of an asset.
- (Mandatory) Fill in the unique asset information: Asset tag, Serial, and MAC address.
- Decide which data should be cloned by selecting the corresponding toggles: General information, Contact information, Device information, and Location information.
- Click on Save.
How to display asset details/maintenance history
- Click on Show asset details or Show Maintenance history in the context menu of an asset.
How to delete assets
- Click on Delete asset in the context menu of an asset.
- Make sure you really want to delete this asset and click on the Delete button.