User Guide V1.0

The Dashboard includes the following features: 1. Filter By WO Status Users can filter work o...

Here, the user can view the list of agents, as shown in the following screenshot. Agents dashb...

To onboard agents, the user must configure roles, skillset, and resource groups in the settings m...

This feature allows users to create individual agents; new agents can be onboarded on this page. ...

Registered users will receive an account confirmation email containing temporary credentials and ...

When a user forgets their password, they may click on the "Forgot Password" option on the login p...

This feature allows the user to onboard multiple agents in bulk. Agents -> Bulk Upload: It h...

Agent detail view page: The user can view and edit agent details by clicking on the agent from th...

Agent Edit: On the agent details view page, the user can edit and update the agent details by cli...

Assets Dashboard: The Assets dashboard page is shown in the following screenshot. The Assets ...

To onboard assets, the following configurations must be completed in the settings module(Asset ca...

Click on "New Asset" to onboard an individual asset. Left panel -> Assets -> New Asset: The new...

To onboard multiple assets in bulk: Left panel -> Assets -> Bulk Upload: The Bulk Upload proc...

Asset detail view:  Here, users can view detailed information about the asset (as shown in the f...

Users will be able to edit the following options using the edit icon: Clicking on the edit ico...

In this section, users can view all inventories within the system. They also have the option to e...

Before onboarding inventories, the user must configure the necessary settings such as Inventory C...

New inventory creation process: Using this feature, the user can onboard or register new inventor...

Bulk upload has the following features.         New Inventory Bulk Upload         Stockta...

To view the details of inventory, click on the specific inventory from inventory list system will...

Click on edit icon to edit/update the inventory details. Click on edit icon nearby inventory i...

Stocktake dashboard has the following features.            Search: User can search for a...

Stock Update dashboard has the following features. 1.       Search: User can search for any sp...

Case basically means a Complaint, enquiry, incident or a service request. This module is used in ...

The Case dashboard provides an overview and statistics of all the Cases generated in the module. ...

Pre-Requisite for Case Creation: Before creating Case below configurations should be done on Cas...

New Case Creation.  To create a new case, navigate to Case Menu >> New Case. New Case page will ...

Case Details Page View:  Case details page provides a detailed view of the Case. The field value...

Overview:  A Work order serves as a formal document used in various sectors to instruct specific...

Work Order Dashboard:  By clicking on the Work Order module from the platform, the Work order li...

Prerequisites  Location Configuration:  It's important to configure Location in the Work Order ...

Work Order Flow: New Work Order:  Navigate to Work Orders >> New Work Order to create new Wor...

Bulk Upload:  This feature is to create work orders in bulk.  Bulk upload is a 3-step process. T...

The timeline page will display previously created roster/shifts. It will include views for daily,...

To create a new roaster, we must configure shift name and their corresponding timings in the sett...

Left Menu -> Rosters -> New Roster: By using this feature, we can create a new roster and assign...

By using this feature user can edit/update the shift details. Click on the shift name and then...

This feature is helpful for supervisors, as it allows them to apply for leave both for themselves...

Download the CSV file, complete the required fields and upload it to assign multiple shifts to mu...

Overview:  Reports are a form of an official documents, or a statement consists of information's...

Reports Dashboard:  All Reports: To view all reports in the dynamic table. Pinned: ...

New Reports:  Generate new report by navigating to Reports >> New Report      New Report Cre...

New Template:    Template Name: To define the template name. Category: To select the...

Edit Reports:   Navigate to the 3 dots icon & click on the edit option shown in front of the rep...

Vendor dashboard has the following features. 1.      Vendors summary (wedges): It shows the co...

To onboard the new vendor, you must create an agent in agent’s module which we select from “conta...

To onboard the new vendor, we can use this module. Contractor Type: Vendors are classified as ...

Here you can view the detailed information of the vendor (as shown by following screenshots). Cli...

In vendor detail’s view page, we have an option to edit and update the vendor details by clicking...

By using this feature, you can onboard the multiple agents in bulk. Left Menu -> Vendor -> Bulk ...

Overview:  Work Permit basically means a formal process of providing permission to the workers t...

Location Config:  Configure roles by navigating to Settings >> My Organization. Location configu...

Work Permit / Applications Dashboard  Widgets: To display the number of records agai...

New Work Permit  Work Permit / PTW can be created by navigating to Work Permit >> New Work Permi...

Visit Log:  Users can view Visit Log details of Visitors by navigating to Work Permit >> Visit L...

Dashboard: It contains widgets of statuses or statistics. It also contains the count against eac...

Pre-requisites:  Configure Location Configure Person in Charge General Configuration ...

New Visitor Pass:  The new Visitor Pass page is for creating or issuing visitor passes. 2 types ...

Applications:  The application page displays all the applications created by different users in ...

Visit Log:  Visit Log records and displays the Visitors details for specific period with all the...

Step 1: Initiate Visitors Pass.  List View: After the Visitor Pass initiation, the form wi...

Dashboard has the following features. 1.      Statuses:  it shows the count of total number of...

Need to configure Location, Components in settings, attach those components to assets while creat...

Using this option, the admin/user who creates the BCA project can choose from three methodologies...

Note: This BCA project details view is available after the project has been created and before th...

Step1: Project created by the user (admin). Step2: Selected assessor will notify in asseto mobil...

Once supervisor approved this project, In the project ‘details view page’ right corner user can v...

Overview:  Workflow is a systematic business activity which automates different processes to com...

Workflow Dashboard:  Workflow dashboard displays the list of Workflows built by the developers. ...

Create New Workflow:  Create new workflow option on a Workflow dashboard will direct to the belo...

Configure Asseto Plan:  List page of the Asseto Plan configuration page involves:  Ad...

Subscribers Module Dashboard:  The Subscribers Module Dashboard provides the information below. ...

Add New Subscribers:  Add a New Subscriber by navigating to Subscribers >> New Subscriber.  N...

Contractor is engaged under a contract to provide Laboure or services. 

General Config:  To describe the Contract approver involvement in Contract submission process. T...

Contracts Dashboard:  Contract Dashboard provides a high-level overview on the Total number of c...

New Contract:  Create a new contract by navigating to Contracts >> New Contracts from applicatio...

Below is the Contract creation flow. Step 1: Create Contract.      Step 2: Email notification...

Every module has a separate configuration in settings by respective section.

User can configure plan and add-on module. Options are available as menu on left side. Plan is hi...

User can configure Working calendar, Organisation time zones, currency settings, Language settin...

 Settings -> Global Filters: User can add new filter based on asset, building and location.  Op...

Settings -> Assets: User can configure Category, manufacturer, model, Defect, custom fields, deco...

User can configure Case type, Sub-type, SLA, Incident portal, case association, custom fields, ap...

User can configure General (If enabled, the field agent has the option to upload picture of the a...

Settings -> Agents: User can configure skillset, profile, custom fields, user performance and cu...

Settings -> Inventories: User can configure inventory Category, manufacturer, SKU, Custom fields,...

Settings -> e-PTW: User can configure e-PTW configuration, New e-PTW Form Custom Fields, Contrac...

Settings -> Visitor Pass: User can configure General, Person In Charge, Visitor Check list, Temp...

User can configure Asset Gateway and Asset Controller Device. Options are available as menu on le...

Settings -> Knowledge Base: User can manage content for documentation, General and FAQ. Options a...

User can manage shift list (shifts). Shift list is highlighted by default. User can add, edit and...

Settings -> Legal: User can setup the Terms of use and Privacy policy for asseto. Options are av...

Settings -> Certificate & Licenses: User can setup the certificate & licenses. Library is highli...

Settings -> Contracts: User can setup the contracts configuration. Options are available as menu...

Certificates & licenses dashboard having following features.   1.      Statuses: The wedges di...

Need to configure New Document (Certificates or license) in settings. Settings -> Certificates &...

Left menu -> Certificates & licenses -> New Document In this page user can create following docu...

To view document details, click on any one document from the documents list. System will navigate...

When the option is enabled in the settings, the Knowledge Base module will be visible in the left...

Knowledge Base dashboard has the following features. The modules that were enabled earlier in ...