- New Inventory Bulk Upload
- Stocktake Bulk Upload
- StockUpdate Bulk Upload
1. **Preparation:** To download Bulk upload template.
2. **Pre check:** To check for any errors in the uploaded sheet.
3. **Processing:** To see the progress on the bulk upload process.
1. **Preparation**: bulk upload template download.
2. **Pre check:** to check for any errors in the uploaded sheet.
3. **Processing**: to see the progress of the bulk upload process.
1. **Preparation**: bulk upload template download.
2. **Pre check:** to check for any errors in the uploaded sheet.
3. **Processing**: to see the progress of the bulk upload process.
1. **Search**: User can search for any specific file with their title.
2. **Stocktake table**: User can view your uploaded csv files with a link to download to your local pc.
3. **Total records**: Total number of csv files present in the system displayed at the bottom of the inventories stocktake table.
4. **Pagination**: Pagination view is displayed beside the total number of records, you can select the pagination numbers (5,10,25,50,100) to get the desired list.
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1. **Add Rule:** To define Case owner auto assignment rule.
2. **List view:** To view all the rules configured.
3. **Edit:** To edit the auto-assignment rule.
4. **View:** To view the auto-assignment rule.
1. Users can define the SLA name as required.
2. User can select the Work Order type & sub-type to associate the SLA with.
3. Users can select Work Order category which will be displayed on selecting Work Order type.
4. Priority drop down contains: High, Medium, Low. Users can select one among these.
5. Users must select the SLA type. Whether it's a Response or Resolution SLA.
6. Users can select the duration format. Hour & Time / Calendar Terms.
1. **Hour & Time:** User can define the number of days (Out of 30days), Hours & Minute.
2. **Calendar Terms:** User can choose this option to count the SLA using different frequencies. Ex: End of the day (11:59pm), End of Week (Sunday 11:59pm), End of 2nd Week, End of the Month etc. The system calculates automatically based on the frequency configured based on the start date the User selects in the Work order creation page.
1. **Case & Work Order Custom Association:** To assign certain case types and sub-types with a specific work order template. This configuration assists for efficiency in case-related work order creation.
2. **Auto-Generate Work Order: **This toggle is providing flexibility to automate the Work order creation process for the Case types & sub-types specified in the association's configuration.
3. **Add Association:** To add associations. The user must select the Case type, sub-type, severity & priority and then select the Work order template from the pre-configured Work order template list to complete the Association configuration.
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1. **Timeline Day****:** by default, “Timeline Day” tab is highlighted and today schedules will be displayed in the roster dashboard.
1. **Flag Icon:** Click on this flag icon to pin the report.
2. **3 Dots Icon:** Click on to 3 dots icon to perform edit / delete actions or clone the report.
1. **Report Name:** To define the report name.
2. **Category:** To select the category for which the report needs to be generated.
3. **New:** To create a new report.
4. **Browse Icon:** To upload a file from the device or server.
5. **Save Icon:** To save file / save as to device or to server.
6. **Widgets:** To provide flexibility to Users to select the Widgets to display the data.
7. **View:** User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen.
8. **Preview:** To preview the report.
9. **Settings Icon:** To do settings as required. Ex: Basic settings, margin, background image etc.
10. **Data Base Icon:** To create new data source & new data sets.
11. **Parameters: **To add filter parameters required for report extraction.
12. **Image Manager:** To add images.
13. **Cancel:** To cancel the report creation process.
14. **Save as Draft:** To save a report as draft.
15. **Save:** To save the report.
1. **Data Source:** Select the Data source that has been added.
2. **Name:** Define the name.
3. **Finish:** To complete the process.
4. **Cancel:** To discard the process.
1. **Template Name:** To define the template name.
2. **Category:** To select the category for which the report needs to be generated.
3. **Mapped Action:** Select the mapped action from the drop-down list.
4. **New:** To create a new template.
5. **Browse Icon:** To upload a file from the device or server.
6. **Save Icon:** To save file / save as to device or to server.
7. **Widgets: **To provide flexibility to Users to select the formats to display the data. Ex: Table, Chart etc.
8. **View:** User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen.
9. **Preview:** To preview the report template.
10. **Settings Icon:** To do settings as required. Ex: Basic settings, margin, background image etc.
11. **Data Base Icon:** To create new data source & new data sets.
12. **Filter Parameters:** To add filter parameters required for report extraction.
13. **Image Manager:** To add images.
14. **Cancel:** To cancel the report creation process.
15. **Save as Draft:** To save a template as draft.
16. **Save:** To save the template.
1. **Existing Report Template view:** User can view all the fields available in an existing report template & can edit as required.
2. **Update icon:** User to click on the update icon displays all the fields related to the specific category. User can click on the specific field required to update.
3. **Cancel:** To cancel the editing action.
4. **Save as draft:** To save the changes as draft.
5. **Save:** To save the edited changes.
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1. ** Agent Section**: Agents can be selected from a dropdown list of those already created in the agents module within the Asseto application. This functionality allows for the assignment of agents on a contract basis.
1. **Add Region & Bulk Upload:** These options are used to add individual regions or add regions in bulk.
2. **List View:** To display list of regions configured.
3. **Status:** To describe the status of the region. Whether active or inactive.
4. **QR Code Icon:** To view the QR code.
5. **Edit:** To edit specific region.
6. **Delete:** To delete specific region.
7. **Download Icon:** To download QR code list with or without image:
1. **Add Resource Group:** Create a Resources group with location & Agent skill sets parameters. Tag this Resource groups to Agents, so that based on the location that the coordinator selects during WP initiation, Agent's list will auto-populate in the drop-down.
2. **List View:** List of Resource groups displayed in the dynamic table with creation date, view icon (to view the details), edit icon (to edit), delete icon (to delete).
1. **Add New Role:** To add a new role, click on to this option. Users can define the role name they need & select the role type for that role.
2. **Roles:** Display the list of roles configured.
3. **Modules Access:** To provide access to specific modules to perform specific actions. Here Permissions can be provided for list view, details view, add, update, delete, import and export.
4. **Edit Permissions:** Edit Permissions enables edit functionality on permission access portion. It also provides save & cancel buttons to save changes or cancel changes.
5. **Settings Access:** To provide settings access to the specific role.
1. **Add Scope:** Scopes will be listed in the drop-down menu. Scope drop-down shows the list of skill sets configured in settings. Users can select the scope & click on Add option.
2. **Scopes:** Scopes added by Users are shown below the Scope field.
3. **Cancel Icon:** To remove the specific scope.
1. **Vendor Module:** Vendor can be configured by navigating to the module, Vendors >> New Vendor. Key in all the required inputs & save.
2. **Agents Module:** Vendor also can be configured from Agent module. Select the “Is Vendor” check box from Agent creation page. The Agent is an application is also considered as a Vendor.
1. **New Workflow:** To create a new Workflow.
2. **Workflow Name:** To display the name of the workflow the User defined.
3. **Module Name:** The module selected by the User to build the Workflow. Select Work Permit to create workflow.
4. **Status:** To describe the status of the Workflow. Whether active or inactive. The Workflow will trigger only if it is in an active status.
5. **Latest Version:** To display the Version number of the Workflow. Latest version of the Workflow will trigger on User action.
1. **Add New:** To create a new category.
2. **Category:** To view the Categories configured.
3. **List View: **To display the list of categories configured in settings with related information.
4. **Status:** Toggles describe the status of the category. Active & Inactive are the statuses available.
5. **On Site Declaration:** To describe on-site declaration for specific PTW category Required or not.
6. **Frequency:** To view the frequency for specific category type. Once & daily are the current options available.
7. **On-site Verification:** To describe on-site verification for specific PTW category Required or not.
8. **Edit Icon:** To edit the specific Category configuration.
1. **Add Option:** Used to add new Support document name.
2. **List View:** To display all Support documents names in a dynamic table.
3. **Mandatory:** To describe whether the specific support document upload is mandatory or optional.
4. **Status:** If the toggle is enabled, the support document will be visible on Contractor form. If disabled, the specific document will not be displayed.
5. **Edit Icon:** To edit specific support document details.
1. **Coordinator – To Initiate the form. **
2. **Applicant – To submit the form.**
3. **Approvers – To Approve / Reject the form. **
1. **Work Description:** Coordinator can define the work description in this field.
2. **Issue Date:** Issue date will auto populate with the current date.
3. **Start Date & Time:** Coordinator can define the work start date and time.
4. **WP Validity:** Coordinator should input the number & select the frequency from the drop-down.
5. **End Date & Time:** End date will auto populate based on the WP Validity selection. Coordinator should define the time.
6. **Scope:** Coordinator should be able to select the required scope from the drop-down list.
7. **Location:** Coordinator should be able to select the required Location from the drop-down list.
8. **Vendor:** List of Vendors will be displayed in the drop-down. Coordinator should be able to select a specific Vendor from the list.
9. **WP Applicant:** List of WP Applicant will be displayed in the drop-down. Coordinator should be able to select a specific WP Applicant from the list.
10. **Authorized Personnel:** To select the Approvers to approve the Application form.
11. **PTW Category:** To select the PTW Category.
12. **Cancel:** To cancel the Application draft.
13. **Save:** To save the Application form.
1. **Add Location & Bulk Upload:** To add individual location and list of location in bulk. Location related parameters to be updated during location configuration such as location name, address, latitude, longitude. It also includes configuration like, building, floor, room.
2. **List view:** To display the list of Location configured.
3. **QR Code:** To scan.
4. **Edit icon:** To edit the location.
5. **Delete icon:** To delete the location.
1. **List View:** To display the list of Person in Charge configured.
2. **Delete icon:** To delete the specific Person in Charge.
1. **Visitor Web Self Registration:** Whether to Allow visitor to raise visitor pass request from the web.
2. **Visitor Photo Submission is Required:** Whether to allow the visitor is required to upload their photo during visitor pass submission.
3. **Guest List:** To set the limit for visitors to add guests during submission form.
4. **Default Duration Permitted:** To set limit for visitor to mark on overstay upon exceeding permitted duration after they enter the premise.
5. **Overstay Visitors Notification: **Whether to notify admin and host on overstayed visitors.
6. **Host Notification: **Whether to notify Host on visitor check in and select the notification channel. I.e., SMS, Email, Asseto Mobile App.
7. **Purpose of Visit:** To show or hide the purpose of visit drop down on Visitor pass creation page and its list of values.
8. **Accepted Identification Type:** To define the identification types to be accepted by an Organization for Visitor pass.
1. **Issue Visitor Pass:** To the external person.
2. **Apply Visitor Pass:** To create Visitor pass for the person in an organization or who logged in.
1. **Asset ID:** Its unique ID of an Asset.
2. **First Name & Last Name:** Name of the Visitor.
3. **Email Id****:** Email address of the Visitor.
4. **Visit Duration:** Duration of the visit and the frequency.
5. **Location:** To define the visiting location.
6. **Asset name:** To define the name of the Asset.
7. **Host:** To select the Host name. Select the host from the drop down and click on to assign.
8. **Other details:** Custom fields will be displayed on the other details section.
[](https://kb.asseto.ai/uploads/images/gallery/2024-09/2GLimage.png)
[](https://kb.asseto.ai/uploads/images/gallery/2024-09/tvwimage.png)
1. **Name:** As the Visit Pass application is created for self, the name of the Visitor gets auto populated.
2. **Vehicle No:** To define the Vehicle number in which the Visitors are visiting the location.
3. **Vaccination Status:** To confirm on vaccination status before the visit.
4. **Visit date:** To define the date of Visit.
5. **Visit time:** To define the time of Visit.
6. **Purpose of visit:** To define the purpose of visiting the specific location. Applicant can choose the option from the pre-configured list of values.
7. **Identification:** To mention the type of Identification on Visit.
8. **Identification Number:** To define the Identification number based on the identification type the Applicant chooses.
9. **Visit Duration:** To define the visit duration with frequency.
10. **Add Guest:** To add additional persona for Visiting the location. If the Applicant select the check box, additional guest details also should be added.
11. **Location:** To define the visiting location.
12. **Asset name:** To define the name of the Asset.
13. **Host:** To select the Host name. Select the host from the drop down and click on to assign.
[](https://kb.asseto.ai/uploads/images/gallery/2024-09/YrBimage.png)
[](https://kb.asseto.ai/uploads/images/gallery/2024-09/fwuimage.png)
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1. **List View:** After the Visitor Pass initiation, the form will be shown in the dynamic table in Application dashboard.
2. **Status:** The status of the Visitor Pass will be “Pending Submission”
1. **List View:** After the Visitor Pass initiation, the form will be shown in the dynamic table in Application dashboard.
2. **Status:** The status of the Visitor Pass will be “Pending Approval”
1. **Create Work Order**: When a defect occurs with asset, a work order can be created using this feature.
1. **Workflow Name:** Name of the Workflow.
2. **Module Name:** Name of the module for which the workflow is built. The modules are Asset, Inventory, Workorder, Case, Agent, Work Permit (e-PTW).
3. **Status:** To describe the status of the Workflow, whether active or inactive.
4. **Latest Version:** The Version of the Workflow available in the list.
5. **New Workflow:** To build a New Workflow.
6. **Total records:** To show the total records of Workflow.
1. **Add Plan:** To add a new plan.
2. **List View:** To display the existing plans configured in a dynamic table.
3. **Edit Icon:** To edit specific plan.
4. **Delete:** To delete specific plan.
1. **Plan Name:** To define the Plan name.
2. **Type of Plan:** There are 2 types of plans in the drop-down. Custom & Fixed. Custom plan can be customized and Fixed Plan cannot be modified.
3. **Description:** To define the description of the Plan. Ex: Features of the plan.
4. **Select Environment:** There are 2 environments. Development & Production.
5. **Currency:** All countries' currencies are available in the drop down. User can select the Currency in which the cost of the plan to be displayed.
6. **Billing Cycle:** The billing cycle options available are: Weekly, Monthly, Quarterly, Half Yearly, Yearly.
7. **Cost:** To define the cost of the Plan.
8. **Discount:** To specify the percentage of discount if any.
9. **Cancel:** To cancel the plan created.
10. **Save:** To save the plan created.
1. **Add Ad-On Module:** To add new add-on plan.
2. **List View:** To display existing add-on module plan and related information.
3. **Edit Icon:** To edit specific add-on plan.
4. **Delete Icon:** To delete specific add-on plan.
1. **Module Name:** To describe the module name.
2. **Description: **To define the description of the Module. Ex: Overview of the Module.
3. **Currency:** All countries' currencies are available in the drop down. User can select the Currency in which the cost of the module to be displayed.
4. **Cost:** To describe the Cost of the Module.
5. **Storage:** To describe the Storage limit of the Module.
6. **Cancel:** To cancel the add-on module.
7. **Save:** To save the add-on module.
1. Select Plan
2. Subscriber Info
3. Add-on Module
4. Quotation
5. Summary
1. **Add-on module's view:** All add-on modules details configured in Settings will be displayed over here. User can select one among those.
2. **Previous:** To navigate to the previous page.
3. **Next: **To move on to the next step of the Subscriber creation process.
1. **Quotation:** To show the Plan with pricing and other details filled in Subscriber info page.
2. **Payment Details:** To describe the Payment method and Account manager details.
3. **Remarks:** To update remarks if any.
4. **Previous:** To navigate to previous page.
5. **Next:** To move on to the next step of the Subscriber creation process.
1. **Previous:** To navigate to previous page.
2. **Submit:** “Plan registered successfully” message will pop-up on clicking on to Submit button.
1. **Category:** List of Categories will be displayed in the Category drop-down.
2. **Add Option:** To add a new contract type.
3. **List view:** Contract type configured will be displayed in a dynamic table will relation information.
4. **Search:** To search specific contract type line item.
5. **3 dots icon:** To perform edit & delete actions.
1. **Category:** User can select the category front the list of categories. Based on the category, User can create a Contract type. The are list of Categories involves:
- Services
- Assets
- Location
- Inventory
2. **Contract Type:** To define the Contract Type name. The name should be unique.
3. **Email Notification:** To describe the email notification frequency.
4. **Cancel:** To cancel the creation process.
5. **Submit:** To complete the creation process.
1. **Contract Name:** Contract name and status displayed at the top left.
2. **Basic Details:** Basic details like, category, contract type, start date expiry date and contract value displayed at left top next to Contract name.
3. **Vendor:** Vendor details displayed in Vendor section.
4. **Contact Person:** Contact Person details displayed in Contact Person section.
5. **Contract Approver:** Contract Approver details will be displayed in this section.
6. **Assets:** To display Asset details associated with the Contract.
7. **Terms & Condition:** To display the terms & conditions of the Contract.
8. **Comments:** To add comments.
1. **Contract Details:** This section is given to describe the basic information of the Contract which includes Contract name, Contract number, Contract Category, Start date, Expiry date & Contract value. Contract type list will auto populate on selecting the Contract category based on configuration. Users can select the type from the list.
2. **Contract Administration:** To select the Contract administrator from the drop-down list.
3. **Vendor:** To select the Vendor from the drop-down list. The list of Vendors available in the Vendor module will be displayed in the drop-down.
4. **Working Time:** To describe the Working time.
- If the Custom Work Time is enabled: work time can be defined for the Vendor’s Contract.
- If Custom Work Time is enabled disabled: It will consider the Organization work time.
5. **Terms & Condition:** To describe the terms & conditions of the contract.
6. **Contract Approver:** To add Contract Approver for Approving the Contract on submission.
7. **Documents:** To upload support document.
8. **Cancel:** To cancel the Contract submission process.
9. **Save:** To complete the Contract submission process.
10. **Save Draft:** To save the Contract created as draft.
1. Specify Daily Work Hours: when you click on this link following table will be display to customize your organisation start time and end time in day-day.
1. Add Role: Click on add “new role” button provide role name and add role type (mandatory fields) as shown by below screenshot then click on submit button to save the role details.
1. Add Asset Custom Fields: to add custom fields, click on “Add Asset Custom Fields” page will open as shown by following screenshot.
1. Add Decommission Reason: to add the decommission reason, fill the reason in the text box and select one status from dropdown then click on “Add Decommission Reason” button. Confirmation message “Decommission Reason matrix added successfully” display
2. Bulk Upload: to add multiple Decommission Reason’s in a bulk.
- Certificates
- licenses
- Articles will be listed within the specified topics.
1. ** ****FAQ**: To view our curated FAQ for asseto products. The “Topics” that were added earlier in the settings -> FAQ are displayed here.