User Guide V1.0 1. Dashboard The Dashboard component acts as the landing page for all users logging into the Asseto application. It provides a comprehensive overview of the system’s contents, offering a consolidated view of key information and functionalities. The Dashboard also provides an overall summary of work order statuses, including any breaches in work order response and resolution times. It also offers a case summary, detailing SLA response and resolution performance. 1.1 Dashboard Features The Dashboard includes the following features: 1. Filter By WO Status Users can filter work order statuses by selecting one of the following options from a dropdown menu: Assigned, Accepted, In-Progress, Rejected, or Closed. The filtered work order statuses are then displayed in the pie chart below. Click on filter icon to clear filter. 1.1 Work Order Count By Status pie chart When the user hovers over the pie chart with the mouse, icons for ‘More Options’ and ‘Maximize’ will appear. By clicking on the ‘More Options’ icon, the user can view options for ‘Export’ (to export Work Order Count By Status data in formats such as image, PDF, Excel, or CSV) and ‘View Underlying Data’, as shown in the screenshot below. 2. Filter Case SLA Response Status The user can filter the Case SLA Response Status by selecting one of the statuses, such as fulfilled or breached, from the dropdown menu. The filtered status is displayed in the bar chart below. Click on filter icon to clear filter. 2.1. Case SLA Response When the user hovers over the bar chart with the mouse, icons for ‘More Options’ and ‘Maximise’ will appear. By clicking on the ‘More Options’ icon, the user can view options for ‘Export’ (to export Case SLA Response data in formats such as image, PDF, Excel, or CSV) and ‘View Underlying Data’, as shown in the screenshot below. 2.2. Case SLA Resolution When the user hovers over the bar chart with the mouse, icons for ‘More Options’ and ‘Maximise’ will appear. By clicking on the ‘More Options’ icon, the user can view options for ‘Export’ (to export Case SLA Resolution data in formats such as image, PDF, Excel, or CSV) and ‘View Underlying Data’, as shown in the screenshot below. 3. Work Order SLA Response Breached When the user hovers over the chart with the mouse, icons for ‘More Options’ and ‘Maximise’ will appear. By clicking on the ‘More Options’ icon, the user can view options for ‘Export’ (to export Work Order SLA Response Breached data in formats such as image, PDF, Excel, or CSV) and ‘View Underlying Data’, as shown in the screenshot below. 4. Work Order SLA Resolution Breached: When the user hovers over the chart with the mouse, icons for ‘More Options’ and ‘Maximise’ will appear. By clicking on the ‘More Options’ icon on the bar chart, the user can view options for ‘Export’ (to export Work Order SLA Resolution Breached data in formats such as image, PDF, Excel, or CSV) and ‘View Underlying Data’, as shown in the screenshot below. 5. Theme When the user clicks on dark mode, the dashboard will be displayed in dark mode, as shown in the following screenshot. 6. Dashboard Parameters When the user clicks on this icon, the following page will appear. Here, the user can adjust the dates as needed and click on the ‘Apply’ button. The graph data in the dashboard will be updated based on the selected date range. 7. Refresh When the refresh icon (located next to the dashboard parameters icon) is clicked, the dashboard graphs will be updated with the latest data. 8.   List Icon When the user clicks on the ‘Options’ icon, they will be able to download the dashboard in multiple formats, such as image, PDF, Excel, and CSV, as shown in the following screenshot. 2. Agents This module enables users to onboard new agents. The Agents module includes the following features: New Agent Bulk Upload 2.1 Agents Dashboard Here, the user can view the list of agents, as shown in the following screenshot. Agents dashboard has the following features. 1. S earch User can search for any specific agent with their names. 2. Filter By using this feature, the user can refine the search by selecting a filter option (such as username, role, profile, status, etc.), choosing the appropriate option from the displayed list, and clicking on the 'Add' button. Afterward, click the 'Apply' button, as shown in the screenshot below. The filtered results will then be displayed in the agents list. 3. Customize table view User can customize the table by selecting the various columns and click on save button (shown by below screenshot), then the selected columns populate in agents table with the data.  4. Total Records Total number of agents present in the system displayed in bottom of the agents table. 5. Pagination A pagination view is displayed next to the total number of records, allowing the user to select pagination options (5, 10, 25, 50, 100) to display the desired number of records in the list. 6. Agent detail view page User can view and edit the agent details by clicking on agent from the list. The Agent module has two features: · New Agent · Bulk Upload 2.2 Pre-Requisites For Agent Onboarding To onboard agents, the user must configure roles, skillset, and resource groups in the settings module. i. Navigate to Settings and open the Agents section to configure the Profile and Skillset. ii. Navigate to Settings and open the  My Organization section to configure Roles and Resource Groups. iii. Go to the Agents module and create a new agent with the Supervisor role. iv. Go to the Vendor module and create a new vendor beforehand.   i. Settings -> Agents -> Profile: Add Profile: To create a profile, users can type in the text box and click the "Add Profile" button. Profiles Bulk Upload: To create multiple profiles simultaneously, users can click the "Bulk Upload" button, download the CSV file, fill in the data, and upload the file to save multiple profiles. Edit Profile: Users can edit an existing profile by clicking the edit icon in each row of the profile list. Delete Profile: Users can delete an existing profile by clicking the delete icon in each row of the profile list. Settings -> Agents -> Skillset: 1. Add Skillset: Users can add a new skillset to use in various modules like agents and assets. To create a skillset, type in the skillset text box and click the "Add Skillset" button. 2. Skillset Bulk Upload: To create multiple skillsets at once, users can click on the "Bulk Upload" button, download the CSV file, fill in the data, and upload the file to save multiple skillsets. 3. Edit Skillset: Users can edit an existing skillset by clicking the edit icon available in each row of the skillset list. 4. Delete Skillset: Users can delete an existing skillset by clicking the delete icon available in each row of the skillset list.   ii. S ettings -> My Organization -> Roles : Here, users can create a new role for onboarding, which can be utilised in various modules like agents and asset creation. 1. Add Role: Click on the "Add New Role" button, provide the role name, and select the role type (mandatory fields), as shown in the screenshot below. Then, click on the "Submit" button to save the role details. 2. Permissions: Users can assign permissions to a role by clicking on the "Edit Permissions" button. Select the checkboxes to grant the appropriate permissions for the selected role, which was created earlier, as shown in the screenshot below.   Settings -> My Organization -> Resource Groups: Users can create a new resource group by clicking on the "Add Resource Group" button, which can be used in various modules such as agents and asset creation. 1. Create Resource Group: When the user clicks on the "Add Resource Group" button, the following page will be displayed. Fill in all the mandatory fields to enable the "Save" button. Once completed, click on the "Save" button to save the resource group. 2. View Resource Group: Users can view the resource group that was created earlier. 3. Edit Resource Group: Users can edit the selected resource group that was created earlier. 4. Delete Resource Group: Users can delete the selected resource group that was created earlier iii. Left menu -> Agents -> Create Agent with Supervisor Role: iv.     Left Menu -> Vendor -> New Vendor: Go to the Vendor module and create a new vendor (to select the vendor from the dropdown while creating a new agent or asset). Fill in the mandatory and non-mandatory fields to save the vendor details. Note: For more details, please review sections 9.2 "Pre-requisites for Vendor Creation" and 9.3 "New Vendor" in the Vendor module. 2.3. New Agent This feature allows users to create individual agents; new agents can be onboarded on this page. Left menu -> Agents -> New Agent: The save button will be enabled only after the user fills out all required fields and any optional ones. Vendor details and resource group are optional fields. Note: Each agent should provide a unique email ID that does not match any other agent's email ID. Click the save button to onboard the new agent. An "Agent added successfully" confirmation message will appear, and the screen will navigate to the agent dashboard, where the newly added agent will be displayed at the top of the list. In the agent list, the newly added agent will appear at the top. 2.4. Agent Login Procedure Registered users will receive an account confirmation email containing temporary credentials and a login link for the Asseto application. This will be sent to the registered email ID provided on the new agent registration page. Once the agent clicks on the "Log in to Asseto" button, they will be directed to the Asseto login page, where they can log in using the temporary credentials. This process is illustrated in the screenshot below. The system will navigate to the password reset page, allowing the user to set a new password. After entering and confirming the new password, the user should click the submit button to complete the process. A confirmation message will be displayed: "You need to verify your email address to activate your account." Verification link will be sent to email. Click on the link provided in the email. The user will be directed to the Asseto user agreement page. Click the checkbox to enable the accept button. Once clicked, the user will be directed to the Asseto landing page (dashboard).   2.5. Forgot Password When a user forgets their password, they may click on the "Forgot Password" option on the login page. This will navigate them to the Forgot Password page. Enter the username and click the "Submit" button. The user will receive an email with a link to reset the password for the Asseto application, sent to the registered email ID provided on the new agent registration page, as shown in the following screenshot. When the link is clicked, the password reset page will be displayed, as shown in the following screenshot. After providing the "New Password" and "Confirm Password," click the "Submit" button. A confirmation message will appear: "Verify your email address to activate your account." Users will receive an email. Clicking the link will navigate the user to the agreement page. The user should check the "I Agree" checkbox and then click the "Accept" button. When the user clicks the "Accept" button, they will be directed to the Asseto landing page (dashboard).   2.6. Bulk Upload This feature allows the user to onboard multiple agents in bulk. Agents -> Bulk Upload : It has three sections: Preparation: Download the template. Precheck: Perform a validation check to identify any errors in the uploaded sheet. Processing: View the progress of the bulk upload process. The Info button allows users to view the field validation rules to correctly fill in the values in the CSV file. 1. Preparation : Click the "Download Template" button to download the CSV file. The file will be saved in the Downloads folder on your local PC, as shown in the following screenshot. Fill in the data for all agents to be onboarded in the downloaded CSV file, using the bulk upload feature. Upload the file by clicking the "Choose File" button on the bulk upload page. After uploading the CSV file, the "Next" button will be enabled. Click the "Next" button to navigate to the validation check page. 2. Precheck/Validation Check: If the uploaded file contains any errors, they will be displayed here. The user will not be able to proceed to the next stage until those errors are corrected. The "Submit" button will be enabled (as shown in the screenshot below) if there are no errors in the CSV file. Note: Click on the tooltip (icon) to check the validation status on the validation/pre-check page. If there are no errors, the user can view the passed count (i.e., the number of agents added) and the "Submit" button will be enabled. Click the "Submit" button to navigate to the next page. 3. Processing : The user can view the progress of the bulk upload. A confirmation message, "Agents created successfully," will be displayed. Any issues found within the sheet will notified to user.            - Click on close. added agents through bulk upload will be displayed on the agents list page as shown by following screenshot. 2.7. Agent Detail View Agent detail view page : The user can view and edit agent details by clicking on the agent from the list. 2.8. Agent Edit Agent Edit: On the agent details view page, the user can edit and update the agent details by clicking on the edit icon located near the agent's name in the top left corner of the page. Note : Greyed-out fields are not editable. Update the data and click the "Save" button at the bottom of the page. The system will navigate back to the agent's detail view page, and a confirmation message, "Agent successfully updated," will be displayed. 3. Assets By using this feature user can onboard new asset, relocate, edit asset details (based on permissions assigned to the user) for already created asset from asset detail view page and asset decommission. This module has the following features. New Asset Bulk Upload 3.1. Assets Dashboard Assets Dashboard: The Assets dashboard page is shown in the following screenshot. The Assets Dashboard page displays the following information and charts: Asset Summary : Shows the total number of assets in the system, including the count of active, inactive, and decommissioned assets to date. Asset Health : Displays the number of active assets categorized by health status (Normal, Warning, Critical) and shown in a bar chart for different time periods (e.g., 3 months, 6 months, 1 year). Maintenance Cost : Shows maintenance cost data with "Total This Month" and "Target This Month" values. A chart visualizes the total and target maintenance costs. Assets List : Users can view the complete list of onboarded assets on the dashboard. Search Bar : Allows users to search for specific assets by asset name. Filter : Filters assets by various criteria such as asset category, manufacturer, model, etc. Clicking the filter icon will display a screen where the user can select filters, click the "Add" button, and then click "Apply." Filtered results will be displayed on the assets dashboard. Total Records : The total number of assets in the system is displayed at the bottom of the assets table. Pagination : The pagination view is located beside the total number of records, allowing the user to select the number of records to display per page (5, 10, 25, 50, 100) to view the desired list. Assets List Page : The asset list page has the following features. 1. Asset Relocation : Clicking the "Relocation" button will navigate the user to a new work order page with the subject set to "Relocation Request" and some auto-filled data for the selected asset. The user can fill in the remaining fields and click "Save" to apply for asset relocation. 2. Asset Decommission : Clicking the "Decommission" button will navigate the user to a new work order page with the subject set to "Decommission Request" and some auto-filled data for the selected asset. The user can fill in the remaining fields and click "Save" to apply for asset decommissioning. 3. Export Button : Allows the user to export the asset list with options to download a QR list or export asset history. i . Export Asset List: To export the list of available assets from the system, please follow the appropriate procedures. When you click on “Export Asset List” option, all assets list csv file downloaded into your local system. Asset exported file as shown by following screenshot. ii. Download QR List: To download the assets list with QR. When the user selects the "Download QR List" option, the "Export As" feature will present two choices: ‘With Image’ and ‘Without Image’. The user should select one of these options to download the assets list with QR codes. When the user clicks the "Download" button, a PDF file containing the assets list with QR codes will be downloaded to their local system. The asset exported PDF file with QR codes is shown in the following screenshot. iii. Export Asset History : This option allows the user to download the asset history for the selected date range. When the user selects the "Export Asset History" option, the "Calendar" feature will appear, allowing the user to select a start date and end date. Please select the dates to download the asset history within the chosen range. Click the "Download History" button to download the asset history for the selected date range. The assets list file will be downloaded to the user's local system. 4. List Icon: Customize Table View: The user can customize the table by selecting various columns and clicking the "Save" button. The selected columns will then populate in the assets table with the data. 5. Asset Detail View: The user can view the detailed information of an asset by selecting it from the assets list on the assets dashboard page. 3.2. Pre-Requisites For Asset Creation To onboard assets, the following configurations must be completed in the settings module(Asset category, Manufacturer, Model, Location, Currency, Roles, Skillset.: Go to Settings and open Assets to configure Category, Manufacturer, and Model. Go to Settings and open Organization to configure Currency Settings, Location, and Roles. Go to Settings and open Agents to configure Skillset. Go to the Agents module and create new agents with roles. These agents can then be selected as Supervisor and Assignee from the dropdown when creating a new asset. Go to the Vendor module and create a new vendor to select from the dropdown while creating a new asset. i. Go to settings and open assets to configure Category, Manufacturer, Model   Settings  -> Assets -> Category Add Asset Category : Enter the category name in the text box and click the "Add Category" button to create an individual category. Asset Category Bulk Upload : Click the bulk upload button to create multiple categories at once. Download the CSV file, fill in the data, and then upload it. Search : Search for any category by its name. Edit Asset Category : Edit an existing category by clicking the edit icon next to the desired category in the list. Delete Asset Category : Delete an existing category by clicking the delete icon next to the desired category in the list. Settings -> Assets -> Manufacturer: Add Manufacturer : Enter the manufacturer name in the text box and click the "Add Manufacturer" button to onboard an individual manufacturer. Bulk Upload Manufacturer : Click the bulk upload button to onboard multiple manufacturers at once. Download the CSV file, fill in the data, and upload it. Search : Search for any manufacturer by name. Edit Manufacturer: Edit an existing manufacturer by clicking the edit icon next to the desired manufacturer in the list. Delete Manufacturer: Delete an existing manufacturer by clicking the delete icon next to the desired manufacturer in the list. Settings -> Assets -> Model: Add Model : Enter the asset model name in the text box, select the manufacturer, and click the "Add Model" button to create a new model. Bulk Upload Model : Click the bulk upload button to create multiple models at once. Download the CSV file, fill in the data, and upload it. Search Box : Search for any model by its name, and the results will be displayed in the table below. Edit Model : Edit an existing model by clicking the edit icon in each row of the model list. Delete Model : Delete an existing model by clicking the delete icon in each row of the model list. ii. Go to Settings -> My Organization to configure Currency Settings, Location, Roles, and Resource Groups. Settings -> My Organization -> Currency Settings Select the currency type from the dropdown, as shown in the following screenshot. Settings -> My Organization -> Location:  Add Location : Click on the "Add Location" button to create an individual location. When the "Add Location" button is clicked, the following page will appear. Fill in all the mandatory fields, after which the save button will be enabled. Click the "Save" button to save the location details, which will then be displayed in the first row of the table. Bulk Upload Location : Click the bulk upload button to create multiple locations at once. Download the CSV file, fill in the data, and upload it. Export Button : Download the QR list of locations, with options to export either with image or without image. QR : Click the QR icon and scan the QR code to view the specific location. Edit Location : Edit existing locations by clicking the edit icon in each row of the location list. Delete Location : Delete existing locations by clicking the delete icon in each row of the location list. Settings -> My Organization -> Building:  Add Building : Click on the "Add Building" button to create individual building names. When clicking the "Add Building" button, the following page will appear. Fill in the mandatory fields to enable the "Save" button. After clicking the "Save" button, the building details will be saved and displayed in the first row of the table. Bulk Upload Building : Click the bulk upload button to create multiple buildings at once. Download the CSV file, fill in the data, and upload it. Export Button : Download the QR list of buildings, with options to export either with image or without image. QR : Click the QR icon and scan the QR code to view the building name along with its location. Edit Building : Edit existing building names by clicking the edit icon in each row of the building list. Delete Building : Delete existing building names by clicking the delete icon in each row of the building list. Settings -> My Organization -> Floor: Add Floor : Click the "Add Floor" button to create an individual floor name. When the "Add Floor" button is clicked, the following page will appear. Fill in all the mandatory fields to enable the "Save" button. After clicking the "Save" button, the floor details will be saved and displayed in the first row of the table. Bulk Upload Floor: Click on bulk upload button to create multiple floors at a time, download csv file and fill in the data then upload.  Export button: to download QR list (floors), you can export as with image or without image. Edit Floor: Here you edit already created floor names by clicking on edit icon available in each row of floor list Delete Floor: Here you delete already created floor names by clicking on delete icon available in each row of floor list. QR : click on QR icon and Scan QR to view that floor name with location. Settings -> My Organization -> Room:  Add Room: When the "Add Room" button is clicked, the following page will appear. Fill in all the mandatory fields to enable the "Save" button. After clicking the "Save" button, the room details will be saved and displayed in the first row of the table. Bulk Upload Room : Click the bulk upload button to create multiple rooms at once. Download the CSV file, fill in the data, and upload it. Export Button : Download the QR list of rooms, with options to export either with image or without image. QR : Scan the QR code to view the room along with its associated building and location. Edit Room : Edit existing room names by clicking the edit icon in each row of the room list. Delete Room : Delete existing room names by clicking the delete icon in each row of the room list. Settings -> My Organization -> Roles:  Here, users can create a new role for onboarding, which can be used across various modules such as agents and asset creation. Add Role : Click on the 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. Permissions : Permissions can be assigned to a role by clicking on the "Edit Permissions" button. Select the checkboxes to grant permissions for the previously created role, as shown in the screenshot below. Settings -> My Organization -> Resource Groups: The user can create a new resource group by clicking the "Add Resource Group" button. This resource group can then be used across various modules, such as agents and asset creation. Add Resource Group : When the "Add Resource Group" button is clicked, the following page will be displayed. Fill in all the mandatory fields to enable the "Save" button. Click the "Save" button to save the resource group. View : View the details of the selected resource group that was created earlier. Edit : Edit the details of the selected resource group that was created earlier. Delete : Delete the selected resource group that was created earlier. iii. S ettings -> Agents -> Skillset: Add Skillset : To create a new skillset, type the skillset name in the text box and click the "Add Skillset" button. Skillset Bulk Upload : To create multiple skillsets at once, click the bulk upload button. Download the CSV file, fill in the data, and upload the file to save multiple skillsets. Edit Skillset : Edit an existing skillset by clicking the edit icon in each row of the skillset list. Delete Skillset : Delete an existing skillset by clicking the delete icon in each row of the skillset list.   iv. Left Menu -> Agents -> New Agent: Fill in all mandatory and non-mandatory fields to save the agent details. Note: For more details, please review 2. Agents module 2.2. Pre-requisites for agent(s) creation and 2.3. New Agent. v. Left Menu -> Vendor -> New Vendor: Fill the mandatory and non-mandatory fields to save the vendor details. Note:  For more details, please review 9. Vendor module 9.2. Pre-requisites for vendor creation and 9.3. New Vendor.   3.3. New Asset Click on "New Asset" to onboard an individual asset. Left panel -> Assets -> New Asset: The new asset page will display a list of sections with links. To navigate to a particular section, simply click on the corresponding link. On the new asset page, as shown in the screenshot below, fill in the mandatory fields to enable the "Save" button. Next : Finance Section Next : Select Skillset Requirement and Location Section Next : Select the supervisor, assignee, and vendor from the list. The assignee field is non-mandatory. Next : Click on the "Save" button to onboard the new asset. The asset will be saved and displayed in the first row of the asset list. 3.4. Bulk Upload To onboard multiple assets in bulk: Left panel -> Assets -> Bulk Upload: The Bulk Upload process consists of three sections: Preparation: Download the bulk upload template by clicking the "Download Template" button. Pre-check: Check for any errors in the uploaded sheet. Processing: View the progress of the bulk upload process. Click on the "Info" button to display field validation rules (as shown in the following screenshot). Follow these rules to fill in the data in the CSV file accordingly. 1. Preparation : Click the "Download Template" button to download the CSV file, which will be saved in your local PC's Downloads folder, as shown in the following screenshot. Fill in the data on the downloaded CSV file for all assets to be onboarded using bulk upload. Upload the file by clicking the "Choose File" button. After uploading the CSV file, the 'Next' button will be enabled. Click the 'Next' button to navigate to the validation check page. 2. Precheck/Validation Check: If the uploaded file contains any errors, they will be displayed here. The user will not be able to proceed to the next stage until these errors are corrected. The "Submit" button will be enabled (as shown in the screenshot below) if there are no errors in the CSV file. Note: Check the tooltip to view the validation status on the validation/pre-check page. Clicking the "Submit" button will navigate you to the next page. 3. Processing: The user can view the progress of the bulk upload process. A confirmation message will be displayed indicating that the assets have been created successfully. Click on "Close." The uploaded assets will be displayed on the assets list page, as shown in the following screenshot. 3.5. Asset Detail View Asset detail view:   Here, users can view detailed information about the asset (as shown in the following screenshots). Clicking on a specific asset in the asset list will navigate users to the asset detail view. The following features and tabs are displayed. Clicking on a specific section will allow the user to navigate to that respective section. Asset health (default) Work order Case Finance Relocation Inventory Documents E-PTW   1. Asset Health Section: Users can view the asset health information, including status categories such as normal, warning, critical, and whether the asset is active or inactive. 2. Work Order Section: Users can view the number of work orders and their associated statuses for the asset. Clicking on the “Work Order” button (as shown in the above screenshot) will navigate the user to the new work order page to create a work order under the asset's name. To request the Relocation of an asset, follow these steps: Note : Refer to sections 6.2, "Pre-requisites for Work Orders Creation," and 6.3, "New Work Order," in the “6. Work Orders” module for more details. Step 1: In the Work Orders settings module, add a new Category, SLA type (for both resolution and response), Auto Assignment Agent, and Auto Assignment Supervisor. Configure Resource Groups in the My Organisation module settings. Step 2 : Navigate to the Assets module, select the relevant asset, and view its details. Go to the Work Order section and click the "Work Order" button to create a work order for the asset. Note : Asset details will be auto-filled by the system Ensure all mandatory fields are filled in to enable the "Save" button. Click on the "Save" button. A confirmation message stating "Work order created successfully" will be displayed, and the system will navigate to the work order detail view page as shown in the following screenshot. The user can view the work order details for an asset on the work order view page, as displayed in the following screenshot. Step 3 : The user can view the work order for an asset in the work orders section of the asset view page, as shown in the following screenshot. 3 . Case Section : Here user can view all the associated case with the asset.  Here, the user has the option to create a new case for an asset by using the “New Case” button (as shown in the above screenshot). Clicking this button will navigate the user to the New Case page, where asset details are displayed, allowing the creation of a new case for the asset. Please follow the steps below to request the relocation of an asset: Note: For more information, please refer to sections "Pre-requisites for Case Creation," and "New Case," in the 5. Case module. Step 1 : Add the case type, case subtype, SLA configuration, auto-assignment for case owner and agents, and case association configuration in the Settings -> Case module. Create an agent with the Case Owner role to enable automatic assignment of a case owner when creating a new case. Configure resource groups in the Settings -> My Organisation module. Step 2 : Select an asset from the Assets module and click on it to view the asset details. Then, navigate to the Case section and click the “New Case” button to create a case under this asset. Asset Details are auto filled by system. Next steps. Fill in all mandatory fields. The Save button will only be enabled once all required information has been provided. Click on the "Save" button. A confirmation message, "Case created successfully," will be displayed, and the system will navigate to the Case detail view page, as shown in the following screenshot. The user can view case details for an asset on the Case details view page, as shown in the following screenshot. Step 3 : The user can view the case details under the asset in the Case section of the Asset module, as shown in the following screenshot. 4 . Finance Section : Here, users can view the financial information of the asset. Users can refine the data for 3 months, 6 months, 1 year, or customize the date range to view the asset's financial data over the selected period. Based on the selection, the graph will display the relevant financial data. Users can also view the asset's maintenance cost and depreciation rate, as shown in the following screenshot. 5 . Relocation Section : Here, the user can view already raised relocation requests. By clicking on the "New Request" button, the user can raise a new request, and the system will redirect the user to the Work Orders page. When you click on the (Relocation) “New Request” button the system will navigate to a new work order page with some auto filled data of selected asset. Here you can fill remaining fields and click on save to apply for asset relocation. Please follow the steps below to request the Relocation of an asset. Note : For more information, please refer to sections "Pre-requisites for Work Orders Creation," and "New Work Order," in the “6. Work Orders” module. Step 1 : Add a new Category, SLA type both resolution and response, Auto assignment Agent, Auto assignment Supervisor in the settings work orders module. Configure Resource groups in the settings My Organisation module. Step 2 : Select an asset from the Assets module and click on it to view the asset details. Then, navigate to the Relocation section and click the “Relocation” button to add the relocation request of work order to asset. Note : The details in the relocation request form are auto-filled by the system. Ensure that all mandatory fields are filled in. Only then will the "Save" button be enabled. Click on the "Save" button. A confirmation message stating "Work order created successfully" will be displayed, and the system will navigate to the Work Order detail view page, as shown in the following screenshot. The work order for relocation details will be displayed on the details view page, as shown in the following screenshot. Step 3 : The user can view the relocation request under the asset in the Work Orders section, as shown in the following screenshot. 6 . Inventory Section : All inventories associated with the selected asset will be displayed in this section. Users can add new inventories by clicking on the “New Inventory” button, which will redirect the system to the new inventory page. Please follow the steps below to tag inventory to an asset: Note : For more details, refer to sections 4.2, "Pre-requisites for Inventory Creation," and 4.3, "New Inventory," in the “4. Inventories” module. Step 1 : Add a new SKU in the Inventory feature within the Settings module, as shown in the following screenshots.   Fill in all mandatory fields and click on the “Add SKU” button. A confirmation message, "SKU registered successfully," will appear. The registered SKU will then be displayed at the top of the SKU table. Step 2 : Select an asset from the Assets module and click on it to view the asset details. Then, navigate to the Inventory section and click the “ New Inventory ” button to add the inventory to the asset. Note: The “Asset Tagging” field is automatically populated by the system. Fill in all the mandatory fields, and once completed, the “Save” button will be enabled. Click on the “ Save ” button. A confirmation message, “Inventory registered successfully,” will be displayed, and the system will navigate to the inventory view page. Step 3 : To view the inventory tagged to an asset, navigate to the Assets module, select the desired asset to view its details, and then go to the Inventory section. The tagged inventory details will be displayed there. 7. Documents Section : In this section, the user can add new documents by clicking the "New Documents" button. The user can also view and manage existing attached documents. To download any of the attached documents, the user can click the download button, as shown in the following screenshot. 8 .  e -PTW Section : This section allows users to manage electronic permits to work (ePTW) for the asset. 9. A sset QR Code : QR code generated for the asset which can be downloaded. When the user clicks on the QR code icon, a window displaying the QR code will appear. The window will also feature a "Download QR Code" button, allowing the user to download the QR code for the asset. 10 . Asset Edit :  To update asset details, click on the edit icon. The system will navigate to the edit asset page, allowing the user to make and save changes. 11. Comments Section : Users can add new comments in this section. 12. Active Log Section: All activities related to the selected asset are recorded in this section. 3.6. Asset Edit/Update Users will be able to edit the following options using the edit icon: Clicking on the edit icon will direct users to the "Edit Asset Info" page, where users can update the asset details. This page provides fields to modify the asset's core information, allowing users to make necessary changes. You can edit the asset information by updating the relevant data and then clicking on the "Save" button. To edit asset details, users need to click on the edit icon, which will navigate them to the Edit Asset page. Here, users can update the asset information by modifying the relevant fields and then clicking on the "Save" button. After saving, a confirmation message "Asset successfully updated" will be displayed, and the page will redirect to the asset detail view page where the updated fields will be visible with the new data. Similarly, users can edit other sections such as Description, Finance, Skillset, Location, Supervisor, Assignee, Vendor, and Asset Monitoring by clicking on the respective edit icons.       4. Inventories By using this feature user can onboard the inventories and edit (based on permissions assigned to user). This module has the following features. New Inventory Bulk Upload StockTake StockUpdate 4.1. Inventories Dashboard In this section, users can view all inventories within the system. They also have the option to edit inventory details through the detailed view page. Inventories dashboard having following features 1 . Search: Users can search for any inventory by entering the inventory name. The relevant information will be displayed in the inventory table, along with the count of the records found. 2 . Filter : This feature allows users to refine their search by selecting filters such as Category, Manufacturer, and Model. After selecting the desired options from the displayed list, clicking the "Apply" button will populate the relevant information in the table, showing results that match the selected criteria. Users can view the filtered results in the inventories table columns, as displayed in the following screenshot. The table will show the relevant inventory details based on the applied filter criteria. 3 .   Export : To export the inventory list, inventory history, stocktake template, and stock update template, the user can select the desired option from the export feature available on the page 4 . C ustomize Table View: The user can customize the table by selecting various columns and then clicking the "Save" button. This will update the displayed table according to the chosen columns, as shown in the following screenshot. The selected columns will populate in the Inventory list table, displaying the corresponding data, as shown in the following screenshot. 5 . T otal Records : The total number of inventory records in the system is displayed at the bottom of the inventory list. 6 . Pagination : The user can select pagination options (5, 10, 25, 100) to display the desired number of records in the list. The pagination view is available next to the total number of records displayed at the bottom of the inventory list. 4.2. Pre-requisite for Inventory Creation Before onboarding inventories, the user must configure the necessary settings such as Inventory Category, Manufacturer, SKU, Stock Room, Location, and Currency within the Settings module. Settings -> Inventories -> Inventory category: Add Category : The user can type the category name in the text box and click on the "Add Category" button to add an individual category. Bulk Upload : The user can click on the bulk upload button to create multiple categories at a time. Download the CSV file, fill in the data, and upload it. Edit Category : The user can edit already created categories by clicking on the edit icon available in each row of the categories list. Delete Category : The user can delete already created categories by clicking on the delete icon available in each row of the categories list. Settings -> Inventories -> Manufacturer Add Manufacturer : The user can type the manufacturer name in the text box and click on the "Add Manufacturer" button to add an individual manufacturer. Bulk Upload : The user can click on the bulk upload button to create multiple manufacturers at once. Download the CSV file, fill in the data, and upload it. Edit Manufacturer : The user can edit already created manufacturers by clicking on the edit icon available in each row of the manufacturer list. Delete Manufacturer : The user can delete already created manufacturers by clicking on the delete icon available in each row of the manufacturer list. Settings -> Inventories -> SKU Add SKU : The user can type the SKU name, Threshold, Min Threshold, and Max Threshold in the respective text boxes and click on the "Add SKU" button to add an individual SKU. ( Note : Every inventory has individual SKU, for every inventory type we have to create separate SKU in settings.) Bulk Upload : The user can click on the bulk upload button to create multiple SKUs at once. Download the CSV file, fill in the data, and upload it. Edit SKU : The user can edit or update already created SKUs by clicking on the edit icon available in each row of the SKU list. Delete SKU : The user can delete already created SKUs by clicking on the delete icon available in each row of the SKU list. Settings -> Inventories -> Stock Room Add Stock Room : The user can click on the "Add Stock Room" button to add an individual stock room. A page will be displayed where the user must fill in all mandatory fields for the save button to be enabled. Upon clicking the save button, the stock room will be created. Note : Every inventory has an individual stock room, and for each inventory type, a separate stock room must be created in the settings. Bulk Upload : The user can click on the bulk upload button to create multiple stock rooms at once. Download the CSV file, fill in the required data, and upload it. Edit Stock Room : The user can edit or update an already created stock room by clicking on the edit icon available in each row of the stock room list. Delete Stock Room : The user can delete an already created stock room by clicking on the delete icon in each row of the stock room list. Note : If a stock room is linked to an existing inventory, the user cannot edit or update the details, and the system will display a warning message. Settings -> My Organization -> Location Add Location: The user can click on the "Add Location" button to create an individual location. When the button is clicked, a page will appear where the user must fill in the mandatory fields. Once all required fields are completed, the save button will be enabled. Upon clicking the save button, the location details will be saved and displayed in the first row of the table. Bulk Upload Location: The user can click on the bulk upload button to create multiple locations simultaneously. Download the CSV file, fill in the necessary data, and upload it. Export Button: To download the QR list (locations), the user can export the data either with or without images. QR: The user can click on the QR icon and scan the QR code to view the respective location. Edit Location: The user can edit already created locations by clicking on the edit icon available in each row of the location list. Delete Location: The user can delete already created locations by clicking on the delete icon available in each row of the location list. Settings -> My Organization -> Building:   Add Building : Click on the "Add Building" button to create an individual building name. When clicking on the “Add Building” button, the following page will appear. Fill in the mandatory fields; only then will the save button be enabled. Click on the save button, and your building details will be saved and displayed in the first row of the table. Bulk Upload Building : Click on the bulk upload button to create multiple buildings at once. Download the CSV file, fill in the data, and then upload it. Export button : To download a QR list (buildings), you can export it with or without an image. QR : Click on the QR icon and scan the QR code to view the building name along with the location. Edit Building : Edit already created building names by clicking on the edit icon available in each row of the building list. Delete Building : Delete already created building names by clicking on the delete icon available in each row of the building list. Settings -> My Organization -> Floor: Add Floor: Click on the "Add Floor" button to create an individual floor name. When the "Add Floor" button is clicked, the following page will appear. Fill in all mandatory fields, and once complete, the "Save" button will be enabled. Click on "Save" to store the floor details, which will then be displayed in the first row of the table. Bulk Upload Floor: Click on the "Bulk Upload" button to create multiple floors at once. Download the CSV file, fill in the required data, and upload it. Export: Use the "Export" button to download the QR list of floors, with the option to export with or without images. Edit Floor: To modify an existing floor, click on the "Edit" icon available in each row of the floor list. Delete Floor: To remove a floor, click on the "Delete" icon in each row of the floor list. QR: Click on the QR icon to generate and scan the QR code, allowing the user to view the floor name along with its location. Settings -> My Organization -> Room: Add Room : Click on the "Add Room" button to create an individual room name. When the "Add Room" button is clicked, a new page will appear. Fill in all mandatory fields, and the "Save" button will be enabled. Click "Save" to store the room details, which will then be displayed in the first row of the table. Bulk Upload Room : Click on the "Bulk Upload" button to create multiple rooms simultaneously. Download the CSV file, fill in the necessary data, and upload it. Export : Use the "Export" button to download the QR list of rooms, with the option to export with or without images. QR : Scan the QR code to view the room details, including building and location. Edit Room : To modify an existing room, click on the "Edit" icon in each row of the room list. Delete Room : To remove a room, click on the "Delete" icon in each row of the room list.   Settings -> My Organization -> Currency settings: Select your currency type from the dropdown as shown by the screenshot below . 4.3. New Inventory New inventory creation process: Using this feature, the user can onboard or register new inventories into the system. Left Menu -> Inventory -> New Inventory A list of sections under the new inventory page will be available, by clicking on the specific section will be navigating to the respective section. Fill the mandatory fields. Note : Every inventory has individual SKU and Stock Room, for every inventory type we must create separate SKU and Stock Room in settings. Fill  all mandatory fields then only “save” button will be enabled. Click on the save button, “Inventory created successfully” confirmation message will be displayed.  Registered inventory will be displayed on the inventory list. 4.4. Bulk Upload Bulk upload has the following features.         New Inventory Bulk Upload         Stocktake Bulk Upload         StockUpdate Bulk Upload       4.4.1. New Inventory Bulk Upload By using this feature, the user can onboard multiple inventories in bulk. Left Menu -> Inventory -> Bulk Upload -> New Inventory Inventory Bulk upload having 3 sections, those are           Preparation: To download Bulk upload template.           Pre check: To check for any errors in the uploaded sheet.           Processing: To see the progress on the bulk upload process. Info button : users can view the fields validation rules to fill the values in csv file accordingly. 1. Preparation : click on download template button to download csv file will be available in your local pc downloads folder as shown by following screenshot. Fill the data on the downloaded csv file for all inventories to be onboarding using bulk upload. Upload the file by clicking on choose file button on the bulk upload page. After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to you validation check page. 2. Precheck/validation check : If uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file. Note : Click on the tooltip to check the validation status on validation/pre-check page. If there are no errors user can view passed count (i.e. number of inventories added) submit button enabled. Clicking on the submit button system will navigate to you next page. 3. Processing : User can see the progress of bulk upload to the application. “Inventories added successfully” confirmation message   will be displayed. Click on close. added inventories through bulk upload will be displayed on the inventories list page.       4.4.2.  Stocktake Bulk Upload By using this feature user (role type custodian and should have “Stock Room” access) can upload stocktake inventories in bulk (for stock assessment). Login into Asseto with custodian credentials ->Left Menu -> Inventory -> Bulk Upload -> Stocktake . Stocktake Bulk upload having 3 sections, those are                Preparation : bulk upload template download.        Pre check: to check for any errors in the uploaded sheet.         Processing : to see the progress of the bulk upload process. 1. Preparation : Download inventory stocktake template from inventory dashboard. Note : A gent having role type custodian and should have “Stock Room” access to download the csv file. Click on the export button and click on “stocktake” option, here you can view available stock rooms under your custodian account. Select one room from the stock room list. Click on the download button. Downloaded csv file will be available in your local pc downloads folder as shown by following screenshot. Next: fill the fields in the sheet. Next: Upload it. Info button : Users can view the fields validation rules to fill the values in csv file accordingly. After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to you validation check page. 2. Precheck/validation check : If uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file. Note : Click on the tooltip to check the validation status on validation/pre-check page. If there are no errors the user can view passed count (i.e. number of records in stocktake csv file) and submit button enabled. Clicking on the submit button system will navigate to you next page. 3. Processing : user can see the progress of bulk upload to the application. “stocktake request has been registered successfully and sent for approval” confirmation message will be displayed. Next Next: you will navigate to bulk inventories stock take upload page. Click on close. added stocktake data file through bulk upload will be sent to coordinator for approval and system navigate to stocktake bulk upload page as shown by following screenshot. Note : Agent having role type “ Coordinator” can approve or reject the Stocktake file.       4.4.3.  StockUpdate Bulk Upload   By using this feature user (role type custodian and should have “Stock Room” access) can upload stock update inventories in bulk (for stock replenishment). Login into Asseto with custodian credentials -> Left Menu -> Inventory -> Bulk Upload -> Stock Update . stock update Bulk upload having 3 sections, those are           Preparation : bulk upload template download.       Pre check: to check for any errors in the uploaded sheet.       Processing : to see the progress of the bulk upload process.  1. Preparation : Download inventory stock update template from inventory dashboard. Note : A gent having role type custodian to download the csv file. Click on the export button and click on “ stock update ” option, here you can view available stock rooms under your custodian account. Next:  Select stockupdate template. Next: Select one room from the stock room list. Click on the download button. Downloaded csv file will be available in your local pc downloads folder as shown by following screenshot. Fill the data on the downloaded csv file for stock count and upload the using “stock  update ” bulk upload. Next: Upload this csv file  by clicking on choose file button o n inventory stock update bulk upload. Info button : users can view the fields validation rules to fill the values in csv file accordingly. After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to you validation check page. 2.  Precheck/validation check : If uploaded file having any errors will be display here, user will not be able to move to next stage unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file. Note : Click on the tooltip to check the validation status on validation/pre-check page. If there are no errors user can view passed count (i.e. number of records in stock update csv file) and submit button enabled. Clicking on the submit button system will navigate to you next page. 3. Processing : User can see the progress of bulk upload to the application. “Stock update request has been registered successfully and sent for approval” confirmation message will be displayed. Next Click on close. added stock update data file through bulk upload will be sent to coordinator for approval and system navigate to stock update bulk upload page as shown by following screenshot. Note : Agent having role type coordinator can approve or reject the stock update file. 4.5. Inventory Detail View To view the details of inventory, click on the specific inventory from inventory list system will redirect you to inventory detail view page. 4.6. Inventory Edit Click on edit icon to edit/update the inventory details. Click on edit icon nearby inventory info, page should be redirected to update inventory page. Users can update the inventory info and click on the save button. Save button will be enabled. “Inventory details successfully updated” confirmation message will be displayed, updated data will be display on detail view page. 4.7. Stocktake Stocktake dashboard has the following features.             Search : User can search for any specific file with their title.        Stocktake table : User can view your uploaded csv files with a link to download to your local pc.        Total records : Total number of csv files present in the system displayed at the bottom of the inventories stocktake table.               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. 4.8. StockUpdate Stock Update dashboard has the following features. 1. Search : User  can search for any specific file with their title. 2. Stock Update 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 in bottom of the inventories stock update table. 4. Pagination : Pagination view is displayed beside of total number of records, you can select the pagination numbers (5,10,25,50,100) to get the desired list. 5. Cases To create cases 1. Overview Case  basically means  a Complaint, enquiry,  incident  or a service  request.  This module is used in   different scenarios l ike, r aising an issue related to th e quality or functionality of  an y  Asset s or facilities, asking about the things related to the scope of asset and facilities maintenance services ,  raise issues concerning safety, security and service disruptions or requesting services that are under the scope of the contract agreement or service agreement.   2. Case Module Dashboard The Case dashboard provides an overview and statistics of all the Cases generated in the module. Below are the details displayed on the Case dashboard. Widget: Different status and the number of cases against the statuses in the module. Case summary: It shows the number of cases that are in active status, number of cases that are rejected, number of Cases for which the Response / resolution SLA are breached. Cases drop down:   It has 2 options. I.e., My Cases and other Cases. User can view the list of Cases based on the type they select. Search : To provide flexibility to search specific Case with the key word. Filter: To add filter condition . Based on the filter condition that the User defines, Cases will be displayed. Export icon: To export the list of Cases displayed on the dashboard. 3  Dots icon: To customize the table view.  List view: To view the list of Cases created. All Cases are displayed in the dynamic table.   3. Pre-Requisite Pre-Requisite for Case Creation: Before creating Case below configurations should be done on Case settings. The configuration includes:   Case type configuration.   Case sub type configuration.   SLA configuration.   Agent configuration.   Case Owner Auto-Assignment Configuration.   Case Association Configuration. Case type configuration. Case type can be configured by navigating to Settings >> Cases >> Type .  It is mandatory to configure Work order type to configure Case type. Below are the parameters involved in Case type configuration.   Add type / Bulk upload: These are the options used to configure case type. Case type can be configured individually or in bulk. List view: Case types configured can be viewed in a dynamic table w ith related information like status, edit and delete features. Status: To show the specific Case sub-type status whether active or inactive. Edit: To edit specific case type. Delete: To Delete specific case type. Search: To search specific Case type.   Add Case type page view:     Case sub - type configuration.   Case sub - type can be configured by navigating to Settings >> Cases >> Sub-Type .  It is mandatory to configure Case type to configure Case sub- type. Below are the parameters involved in Case sub-type configuration.   Sub-Type: To key in manual input the Case sub-type name. Select Case Type: To select the case type & associate with case sub-type. It's a mandatory option to be selected while creating Case sub-type. Add Sub Type & Bulk Upload : These are the 2 options to configure Case sub-type in settings. Add sub-type option to create individual Case sub-type gets active only on selecting the Case type to associate with Case sub-type. List view: Case sub-types configured can be viewed in a dynamic table with related information like status, edit and delete feature. Status: To show whether the specific Case sub-type status whether active or inactive. Edit: To edit specific case sub- type. Delete: To Delete specific case sub- type. Search: To search specific Case sub-type.   SLA configuration.   Allow SLA to be paused outside of working hour: If User enables this feature, SLA of the case will be paused outside of working hour. Add SLA & Bulk Upload: These are the 2 options to configure Response and Resolution SLA in Case settings. List view: To show the SLA configured in a dynamic table with related information like duration, SLA type, case type, case sub-type, asset category , urgency, priority edit and delete feature. Edit: To edit specific SLA . Delete: To Delete specific SLA . Search: To search specific SLA .   Add SLA page view:   Agent configuration .   Make sure that the Agent details are available in the Agent dashboard. If the Agent name does not exist, add using Add new agent from Agent module.     Case Owner Auto – Assignment Configuration.   Define Case Owner auto assignment rule using this configuration. This will impact on the Case creation page. The parameters involved in defining the auto assignment rule are, rule name, thresho ld, case type, case sub-type, skill sets etc.   Add Rule: To define Case owner auto assignment rule. List view: To view all the rules configured. Edit: To edit the auto-assignment rule. View: To view the auto-assignment rule.   Case Association Configuration:   Case Association configuration can be completed by navigating to Case Association from Case settings. Case Association will be based on Assets / Location. Based on the issue type the User selects, case type, case sub-type, priority, urgency, response SLA, resolution SLA will get auto populated on Case creation page.   Add Association: To create Case Association. List view: List of Associations can be viewed in a dynamic table. Status: Toggle icon in status column indicates whether the association is active or inactive. Edit icon: To edit the Association. Delete icon: To delete the association.   Case Association creation page view:   4. New Case Creation New Case Creation.   To create a new case, navigate to Case Menu >> New Case. New Case page will be displayed.     Create Case by Asset:   Asset Name: To select Asset name to create Case. Add Asset: To add the selected Asset name to create Case. User can select the Asset from the existing list of Assets.     Create Case by Location:   Location: To select the specific location, building, floor, room to create Case. Asset Name: To select the Asset name of the selected Location to create Case.     Other Parameters of Case Creation:   Case Subject: This drop down is to select Case subject. Based on the Asset / Location the User selects , list of Case subjects will be displayed in the Ca se subject drop down. Associated fields:   Based on the pre-requisites, the Case type, case sub type, priority, urgency, case source field values will auto populate on selecting the Case subject. Case Description: To key in the Case description. Requester Details: To key in the requester details. I.e., Requester name, email id, contact number and cc email. SLA: Response and Resolution SLA will get auto populated based on the SLA configuration on selecting the Case type. Case Owner: Case owner auto assignment will work based on the Case owner auto assignment configuration. Case Link:  To link the Case with other Case. Documents: To attach the document related to case creation. 5. Case Details Page Case Details  Page View:   Case details page provides a detailed view of the Case. The field valued filled during Case creation can be viewed in the details page. Additionally, it provides information on recent acti vities of the specific Case along with the time stamp . It also provides information on Work orders associated with the Case. The status of the Case will be displayed at the top right . It also provides flexibility to create work order without navigating to Work order Module.   6. Work Orders 1. Overview Overview:   A Work order serves as a formal document used in various sectors to instruct specific tasks to complete within a specific period. Work Orders provide clarity,  accountability, and proper execution of work within an organization.   2. Work Order Dashboard Work Order Dashboard:   By clicking on the W o rk Order module from the platform, the Wor k order list dashboard will appear. The dashboard contains the following details below:   L ist of Work orders for Today (Current day) / Week / Month / Year based on the user selection .  The Date section with Calendar icon : To show the date based on the frequency that the User selects. The frequencies are Today, Week, Month, Year, Custom. Different statuses of Work Orders and count against each status of the Work order is displayed. 4 lines icon : to show the dynamic table which displays the list of work orders and related information. Location icon: which shows the Location. User interface icon: To shows the details of Agents and Work order details of the Agents. Calendar icon: To show  s c heduled Work order details. Work Order Type drop down: Filter parameters based on  different types of Work orders. Work Order Status drop down: To filter the Work order by statuses like Active WO, SLA Breached, Closed WO . Search: To search specific Work order. Filter: To apply filter condition based on different parameters. I.e., Work order, Asset, Locat ion and Others. 3 Dots icon: To show addi tional fea tures. I.e. , New schedule, Generate Work order details report, Generate Work order summary report , customize table view.   3. Prerequisites Prerequisites   Location Configuration:   It's important to configure Location in the Work Order creation process, for identifying work location and to identify the Agents available to take up the task in the specific location to expediate the task completion. Add Location and Bulk Upload: These are the 2 options to configure L ocation in an application. Add location is used t o configure one location whereas Bulk upload is used to configure list of location in bulk.   Edit icon: To edit the existing Location .   Delete: To  delete the Location.   Location based configuration:   Based on the Location, building, floor and room can be configured. Based on the Location t hat the User selects, building, floor and room fields get auto populated in Work Order creation page .     Work Order - Type configuration:   Work Order type configuration is essential to other configurations, such as SLA, Task Template, Auto assignment rule, etc.   Add Type: To add individual Work order type.   Bulk Upload: This is used to add Work order types in bulk.   Work Order - Sub type configuration:   Add Sub Type: To add individual Work order sub type.   Bulk Upload: This is used to add Work order sub types in bulk.     Resource Group Configuration:   Add Resource Group: To configure new resource group based on different parameters like location, asset, inventory, case, work order and agent.   View icon: To view the specific resource group con figuration.   Edit icon: To edit the specific resource group.   Delete icon: To  delete the specific resource group.   Task Template Configuration:   Task template configuration helps a User to view a Task template associated with selected Work Order type in Work Order creation page. This is configured m ainly for field Agent to specify the task to be completed & update progress / related remarks. This will be displayed both in Web app & mo bile app.   Add Task Template and Bulk Upload: To create task template individually or in bulk . Work order type and work order sub types are mandatory to create a Task template. Based on this configuration task template will be displayed on the Work order creation page. Status: It  represents the status of the Task template. I.e., A ctive and Inactive.   Edit icon: To edit the specific task template.   Delete icon: To  delete the specific task template.   Auto Assignment Agent Configuration:   Based on the criteria defined in the Auto assignment rule, Work order will be assigned to the field agent is the concept of Auto Assignment Agent Configuration.     Ex: Agent with specific skillset, within specific distance , availability as per the roster, rating ( quality of work ) configured on the settings module, Work order will be assigned. Add Rule: To add the rule for Auto assignment of an Agent with certain parameters like Threshold, w ork order type , work order sub type, skill set etc.   Edit icon: To edit the specific auto assignment rule. View icon: To view the specific auto assignment rule.   A uto Assignment Supervisor Configuration:   Based on the criteria defined in the Auto assignment rule, Work order will be assigned to the supervisor is the concept of Auto Assignment Supervisor Configuration.  Ex: Supervisor with specific skillset, within specific distance, availability as per the roster, rating (quality of work) configured on the settings module, Work order will be assigned. Add Rule: To add the rule for Auto assignment of Supervisor with certain parameters like Threshold, work order type, work order sub type, skill set etc.   Edit icon: To edit the specific auto assignment rule. View icon: To view the specific auto assignment rule.   Response & Resolution SLA Configuration: Allow SLA to be paused outside of working days: It represents whether to pause the SLA of the work order outside of working days. This also impact on pausing SLA of the work order when is goes beyond the working hours. SLA Countdown Trigger Point :  To update the SLA Countdown Trigger Point. Allow extension of Resolution SLA : By enabling this option , agent will be given a flexibility to request time extension for resolving the work order.   Number of Request : To define the time extension count for agent in resolving the work order.   SLA Configuration: Add SLA and Bulk Upload: To add Response SLA and Resolution SLA individually or in bulk. Edit: To e dit the specific Response SLA / Resolution SLA Delete:   To delete the specific Response SLA / Resolution SLA. SLA Creation Page:   Users can define the SLA name as require d . User can select the Work Order type & sub-type to associate the SLA with. Users can select Work Order category which will be displayed on selecting Work Order type.   Priority drop down  contains : High, Medium, Low. Users can select one among these.   Users must select the SLA type. Whether it's a Response or Resolution SLA. Users can select the duration format. Hour & Time /  Calendar Terms. Hour & Time: User can define the number of days ( Out of 30days ), Hours & Minute. 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 2 nd Week, End of the Month etc. The system calculates au tomatically based on the frequency configured based on the start date the User selects in the Work order creation page .   Work Order Template Configuration:   Configure Work order templates required for Association configuration. This template is used in the Auto Work order creation process from Case .   Association Configuration:   C ase & 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. 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. 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.   Revision #3 Created 1 August 2024 10:04:04 by Sushma Palapatta Chandran Updated 4 September 2024 03:01:41 by Sushma Palapatta Chandran 4. New Work Order. Work Order Flow: New Work Order:   Navigate to Work Orders >> New Work Order to create new Work Order.     Create New Work Order:   Ad-hoc / Open : To create an ad-hoc or open work orders.   Parent: To create parent work order. One Parent work order can have multiple child work orders.   By Asset: To create Asset based Work orders .  Asset Name: It's a Mandatory field. List of values configured in the settings can be viewed by typing the 2 letters in the Asset field. Add Asset:   This option is used to add the Asset. On selecting the Asset from the list, this option will become able to use. Add Asset will result in showing the Asset Image, Asset Name, Serial Number / Bar Code of the Asset, Asset criticality and Location. Cancel symbol is used to remove the added Asset.   By Location: To create Work orders based on the Asset Location. Fill all mandatory and non-mandatory fields . Based on the configura tion the field values will auto populate for the fields like. Work Order Sub-Type & Category  by selecting the Work Order Type . Task Template by selecting Work Order Type.   Response SLA & Resolution SLA.   Auto Assignment Agent.   Auto Assignment Agent.   Auto Assignment Agent.   Section Wise Details: Work Order Details: This section contains Work order details like, Asset / Location details, Work order subject, type, sub-type, category & description. Task Template: Task template is a mandatory field used to assign a task to the Agents. It contains task details & fields required to be updated by the field agent over task completion.   Schedule : It displays the Resolution & Response SLA details as configured in the settings. Based on the Start date t hat the User selects, the SLA calculation gets calculated automatically based on the configuration.   Agent: We have 2 options in the Agent section. I.e., Auto assign & Open request . Auto assignment will work based on the Auto assignment agent configuration. Open request option provides a flexibility to Agents to accept. Notification of Work order creation will be triggered to all the Agents & Agents can decide whether to pick or not.   Child Work Order Group: This section will populate only for Work Orders on Parent – child hierarchy .   Work orders can be gro uped either based on Assets or Locations. Multiple assets / locations are to be selected for creating child Work orders .   Supervisor: Work Orders will be assigned to the Supervisor who fulfils the Auto assignment rules criteria. Documents: This section is used to upload related documents.     e-PTW : Used to apply e-PTW for specific Work Order.     Mobile App View: Field Agent :     Ad-hoc work order displayed in the Mobile app. Field Agent can Accept or Decline the request.     Create Recurring Work Order:   To create recurring work orders, select the Recurring Work Order check box from the new work order creation page.     Selecting Recurring Work Order check box displays the recurring work order parameters. It provides the flexibility to the User to schedule work orders for future periods .     5. Bulk Upload Bulk Upload :   This feature is to create work orders in bulk .  Bulk upload is a 3-step process. The following are the steps followed in Work order bulk upload.   Preparation : Bulk Upload template can be downloaded. Pre-Check : To check for any errors in the uploaded sheet. Processing : To see the progress on the bulk upload process.   Below are the steps to create work orders in bulk.   Info: Provides the validation information  required to fill the template.   Download Template:   It's a predefined template used to key in data. Date update should match the validation provided in the Info.    Upload File: To upload updated template. The file can  drag or upload using the choose file option .   Next: To move the upload file process to pre-check step.   List View:   Work orders created newly from new work order or bulk upload features will be displayed on the Work order dashboard in the List view.     7. Rosters By using this feature user can create a roster for all agents registered in asseto application, which will allow us to assign them to shifts. This roster will provide details on who is available (working) today and who is on leave, among other relevant information. This module has the following features. New Roster Schedule Leave Bulk Upload 7.1. Rosters Dashboard The timeline page will display previously created roster/shifts. It will include views for daily, monthly and weekly schedules, allowing us to track all types of agents and shifts. The roster will be utilized to manage and display information on agent availability and leave status within this time management system. Rosters dashboard has the following features.           Timeline Day : by default, “Timeline Day” tab is highlighted and today schedules will be displayed in the roster dashboard . 1.1. Previous and Next arrow marks: This feature is useful for navigating to previous and next dates, with the schedules for the      selected dates displayed on the rosters dashboard.         1.2. Calendar: when you click on dropdown, a calendar will be displayed as shown by following screenshot.                   Here, users can select a date as needed, and the schedules will be displayed based on the selected date as shown by the screenshot   below .               2. Time Line Week : By clicking on the "Timeline Week" tab, the schedules for the current week will be displayed on the rosters dashboard as shown by below screenshot.     2.1. Previous and Next arrow marks: This feature is useful for navigating to previous and next weeks, with the schedules for the selected week displayed on the rosters dashboard.       2.2. Calendar: when you click on dropdown, a calendar will be display. Here, users can select a date as needed, and the schedules will be displayed based on the selected date .   3 . TimeLine Month : By clicking on the "Timeline Month " tab, the schedules for the current Month will be displayed on the rosters dashboard as shown by below screenshot.     3.1. Previous and Next arrow marks: This feature is useful for navigating to previous and next month, with the schedules for the selected month displayed on the rosters dashboard.                3.2. Calendar: when you click on dropdown, a calendar will be display highlighted by current month. Here, users can select a month as needed as shown by below screenshot .                     The schedules will be displayed based on the selected month as shown by below screenshot. 7.2. Pre-Requisites for Roster Creation To create a new roaster, we must configure shift name and their corresponding timings in the settings and then onboard agent in agents module. 7.2.1. Create Shift  Settings -> Shift Roster -> Add (New Shift) Users can configure the shifts, which will be utilized in the roster creation. Click on “add” button to create a new shift following page will be display.      1. Provide shift name.      2. Here, “General working hours” are predefined.      3. User should specify the “Shift Start Time” and “Shift Duration”, then the “Shift End Time” will be automatically displayed based on             these parameters as shown by the below screenshots.                         The “save” button will only be enabled once all mandatory fields have been completed. Click on “save”, a confirmation message “Shift successfully created” will be displayed and the newly created shift will be display in the first row of shift list.        1. Search bar : To search for a shift by its name.        2. Status : By default, shift status is enabled. User have the option to enable or disable the status as needed.        3. Edit : To edit the shift.         Note : We can’t edit shift, if the shift is already assigned to an agent.          4. Delete : To delete the shift.       7.2.2. Create Agent Left Menu -> Agents -> New Agent Fill the all-mandatory fields then only the save button will be enabled. Here vendor details and resource group fields are non-mandatory fields. Note : Every agent should provide an individual email id, do not match with other agent’s email id. Click on the save button to onboard the new agent. “Agent added successfully” confirmation message will be displayed screen will be navigated to agents dashboard page.  Note : For more details, review “2. Agents” module 2.2. Pre-Requisites for Agents Onboarding and 2.3. New Agent. 7.3. New Roster Left Menu -> Rosters -> New Roster: By using this feature, we can create a new roster and assign a single shift to one or more users/agent. The “save” button will only be enabled once all mandatory fields have been completed. Click on “save”, a confirmation message “Shift Roster created successfully” will be displayed and the system navigates to dashboard page.  The newly created shift roaster will be displayed on the roster dashboard. 7.4. Edit Shift By using this feature user can edit/update the shift details. Click on the shift name and then tap edit icon, system will navigate to edit roster/shift page. Update field data as per your need. Click on the save button. A confirmation message “Shift Roster updated successfully” will be displayed and the system navigates to dashboard page. 7.5. Schedule Leave This feature is helpful for supervisors, as it allows them to apply for leave both for themselves and for their agents with this asseto application. This module has 2 features.          1. Apply agents leave          2. Apply Self-Leave         Left Menu -> Rosters -> Schedule Leave:       7.5.1. Apply Agents Leave         By default, “apply agents leave” option is highlighted. Left Menu -> Rosters -> Schedule Leave -> Apply Agents Leave: Select assignee form your agents list and fill in the leave details and all mandatory fields then submit button will be enabled. Click on submit, a confirmation message “Successfully Applied a Leave” will be displayed, and the system navigates to dashboard page. When you click on agent timeline (medical leave) system navigate to leave details page. Here you (supervisor) can have options for ‘update leave’ and ‘cancel leave’.  Update Leave : To edit/update the agent leave details. Click on ‘update leave’ from options. Agent leave application will be appear. Update the data in the agent leave application. Click on “submit” button, confirmation message “successfully updated leave” will be appear. Cancel Leave : To cancel the agent leave request. When the user clicks on the "Cancel Leave" option, a popup will appear. Please click "Yes" to proceed with cancelling the leave. Confirmation message “successfully cancelled leave” message will be appeared. 7.5.2. Apply Self-leave To apply leave for supervisor. Left Menu -> Rosters -> Schedule Leave -> Apply Self -Leave: Fill in the leave details and mandatory fields then the save button will be enabled. Click on submit, a confirmation message “Successfully Applied a Leave” will be displayed, and the system navigates to dashboard page. When you click on your timeline (medical leave) system navigate to leave details page. Here you (supervisor) can have options for ‘update leave’ and ‘cancel leave’.  Note : To update or cancel a supervisor's leave, please follow the procedure outlined for updating or canceling agent leave. 7.6. Bulk Upload Download the CSV file, complete the required fields and upload it to assign multiple shifts to multiple users simultaneously. Left Menu -> Rosters -> Bulk Upload It has 3 sections, those are 1. Preparation : To download the bulk upload template. 2. Precheck : validation check: To check for any errors in the uploaded sheet. 3. Processing : To view the progress on the bulk upload process. Info button : users can view the fields validation rules to fill the values in csv file accordingly. 1.  Preparation : click on download template button to download csv file will be available in your local pc downloads folder as shown by       following screenshot. Fill the data on the downloaded csv file for all shifts to be assigned to agents using bulk upload. Upload the file by clicking on choose file button on the bulk upload page. After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to validation check page. 2. Precheck/validation check : If uploaded file having any errors will be display here, user will not be able to move to next stage              unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file. If there are no errors user can view passed count (i.e. number of scheduled shifts) submit button enabled. Click on the submit button system will navigate to next page. Note : Click on the tooltip (icon) to check the validation status on validation/pre-check page. 3.  Processing : User can view the progress of bulk upload to the application. “Scheduled shifts created successfully” confirmation message will be displayed. Next Click on close. added scheduled shifts through bulk upload will be displayed on the rosters page timeline list as shown by following screenshot. 8. Reports 1. Overview Overview:   Reports are a form of an official  documents,   or a statement  consists of  information's based on User requirements.  Users  can  extract the data  us ing   a pre -built template to extract   customize it .   2. Reports Dashboard Reports Dashboard:   All Reports: To view all reports in the dynamic table. Pinned : To view only pinned reports in the dynamic table. Templates : To view  the report templates . Users can view the report template available in the system and customize it as needed. Recently Opened: To view recently opened reports. All Categories: To filter the list view based on Categories. List of Categories involves, Agent, Asset, Inventory, Case, e-PTW, Work Order, Visitor Pass. Search: To view specific record. List View: To view the list of reports in a dynamic table.   All Reports View:   Users click on All Reports to view all the reports generated in an application.   Flag Icon: Click on this flag icon to pin the report. 3 Dots Icon: Click on to 3 dots icon to perform edit / delete actions or clone the report.   Pinned Reports View:   This page displays all pinned reports.     Pinned Reports: Displays all the pinned reports. 3 Dots Icon: Users can edit, delete or clone the report.   Templates Page View:   This page displays all the templates for Users. Customized Templates: Displa ys the templates customized by Users. Asseto Templates: Displays pre-defined templates. Search: To search specific templates.   3. New Reports New Reports :   Generate new report by navigating to Reports >> New Report       New Report Creation Page:   Report Name : To define the report name. Category: To select the category for which the report needs to be generated.   New: To create a new report. Browse Icon: To upload a file from the device or server. Save Icon: To save file / save as to device or to server. Widgets: To provide flexibility to Users to select the Widgets to display the data. View: User view opt ions are displayed in the list. The o ptions are Header, Footer, Grid Lines, Snap to Shape, Full Screen. Preview: To preview the report. Settings Icon: To do settings as required . Ex: Basic settings, margin, background image etc. Data Base Icon: To create new data source & new data sets. Parameters:  To add filter parameters required for report extraction. Image Manager: To add images. Cancel: To cancel the report creation process. Save as Draft: To save a report as draft. Save: To save the report.     Create New Data Source:   To create new data source, navigate to D atabase icon >> D ata source>> New data source.   Click on the option highlighted in the image. Define the Data source name in a free text field or select the data source from the drop-down menu which is created at the backend & displayed. The data sources are created for all the modules. Clicking on the Save icon will save the Date sources & cancel icon discard the creation process.   Create New Data Sets:   Click on the new data as shown in the image to add a new data set.     Click on the Shared option shown in the below image.   Define the Data source name in a free text field or select the same data source from the drop-down menu which is created at the backend & displayed. Clicking on the Connect icon will connect the Data sets with Data source & cancel icon discard the creation process.     Date set's view in left side panel. User can drag & drop the required data sets / fields to be shown in the report.   Data source to be added to the right panel. To do that:   Data Source: Select the Data source that has been added.   Name: Define the name. Finish: To complete the process. Cancel: To discard the process.   Format Drag & drop :   Drag & drop the format from the widgets required to generate the report. Ex: Table. Then select the field / data sets . If the User wants more columns / rows, or any additional features, they are being provided with more flexibility to use the features .   Change the Header of the column:   Preview:   Click on the Preview option to view the details.     Details View:   Report view on a dashboard: 4. New Template New Template :     Template Name: To define the template name. Category: To select the category for which the report needs to be generated. Mapped Action: Select the mapped action from the drop-down list.  New: To create a new template. Browse Icon: To upload a file from the device or server. Save Icon: To save file / save as to device or to server. Widgets:  To provide flexibility to Users to select the formats to display the data. Ex: Table, Chart etc . View: User view options are displayed in the list. The options are Header, Footer, Grid Lines, Snap to Shape, Full Screen. Preview: To preview the report template . Settings Icon: To do settings as required . Ex: Basic settings, margin, background image etc. Data Base Icon: To create new data source & new data sets. Filter Parameters: To add filter parameters required for report extraction. Image Manager: To add images. Cancel: To cancel the report creation process. Save as Draft: To save a template as draft. Save: To save the template .   Template View:     5. Edit Reports Edit Reports :     Navigate to the 3 dots icon & click on the edit option shown in front of the report in Reports dashboard to edit the specific report.   Edit Reports page is like a report creation page.   Existing Report Template view: User can view all the fields available in an existing report template & can edit as required . Update icon: User to click on the update icon displays all the fields related to the specific category. User can c lick on the specific field required to update. Cancel:   To cancel the editing action.   Save as draft: To save the changes as draft. Save: To save the edited changes.   9. Vendors A person or company offering items for sale is known as a vendor. Each vendor company may have agents who are not part of their organization but are third-party service providers. These third-party agents are utilized when additional personnel are required. By using this module, the user can onboard the new vendor. This module has the following features. New Vendor Bulk Upload 9.1. Vendors Dashboard Vendor dashboard has the following features. 1. Vendors summary (wedges): It shows the count of total number of vendors in the system with active and inactive states.  2. Status Dropdown : To search vendors with status active or inactive. Select one status from the drop down, results will be display in vendor list. Results will display in vendors list as shown by following screenshot. 3. Search : you can search for any specific vendor details with vendor name.  4. Filter : by using this feature you can refine the search by selecting the choice of filter (skillset and contact person) and selecting the appropriate choice from the displayed list and click on add button then click on apply button shown by below screenshot. Filter results will display in vendor dashboard as shown by following screenshot. Click on the clear filter button to navigate back to normal list. 5. Pagination : pagination view is displayed below the vendor list, you can select the pagination numbers (5,10,25,50,100) to get the       desired list. 9.2. Pre-requisite for Vendor Creation To onboard the new vendor, you must create an agent in agent’s module which we select from “contact person” field search dropdown while new vendor creation. Left Menu -> Agent -> New Agent Fill the all-mandatory fields then only the save button will be enabled. Click on save button, confirmation message “agent registered successfully” message will be display and system navigated to agent’s dashboard page. In the agents list we can see newly added agent on the top of the list. For more details, please refer to 2. Agent module -> 2.3. New Agent. 9.3. New Vendor To onboard the new vendor, we can use this module. Contractor Type: Vendors are classified as either direct contractors or subcontractors (with the parent contractor being the direct contractor). When a user selects a subcontractor, a list of direct contractors will be displayed in the parent contractor dropdown for selection. Fill the all-mandatory fields. Contact Details : User can add contact person by selecting from the (existing agent in this application) list. This person will serve as the contact for the vendor company. Fill the agent’s name in the search box and select relevant agent name from dropdown (existing user/agent in this application) then click on assign button. Your contact person details will be added on contact person filed as shown by following image. User can add “contact person” manually by clicking on “Add contact person manually” button if that person doesn’t exist in this this asseto application. the following page will be displayed. Add contact person details and click on save, details will be added in contact person field as shown by below screenshot. Tenant Supervisor : The person responsible for managing and overseeing this vendor. Select from the search bar and click on assign button to add. Documents field : Any documents related to this vendor user can add here. Click on “save” button. Confirmation message will be display “Vendor added successfully” and system navigate to vendor detail view page as shown by following screenshot. 9.4. Vendor Detail View Here you can view the detailed information of the vendor (as shown by following screenshots). Clicking on the specific vendor on the vendor list will be navigated to the vendor detail’s view page. On the vendor view page, users can add or remove agents and assets (linking vendor to assets and agents) .  Vendors view page having following features             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.       when you click on the agent tab the system will navigate to agent section. Here you can add an agent under this vendor. Here user can view already associated agents with this vendor. Select one agent from dropdown and click on save button, “agent added successfully” confirmation message will appear, and selected agent will be added in agent section as shown by the following screenshot. Note : When an agent is tagged to a vendor, it indicates that the agent has been contracted to work for that vendor. Delete : By clicking on the delete icon user can delete association between agent and vendor. 2. Asset Section : Assets can be selected from a dropdown list of those already created in the assets module within the Asseto application. This functionality allows the allocation of assets to the vendor. When you click on the asset tab system will navigate to asset section. Here you can add assets under this vendor. Here user can view already associated assets with this vendor. Select one asset from dropdown and click on save button, “asset added successfully” confirmation message will appear, and selected asset will be added in asset section. Delete : By clicking on the delete icon user can delete association between asset and vendor. 3. Documents Section : when you click on the documents tab the system will navigate to vendor edit page documents section. Here you can add documents under this vendor. Click on ‘choose file’ button, select your document from local pc. “Successfully uploaded” confirmation message will appear. Click on the update button, screen navigate to vendor detail view page. “Vendor successfully updated” confirmation message will appear. In the documents section, the user can view recently added documents and already existing documents with this vendor. To delete the document, click on “new document” then you navigate to vendor edit page there you can see already existing document with delete icon. 9.5. Vendor Edit In vendor detail’s view page, we have an option to edit and update the vendor details by clicking on edit icon (available nearby vendor name top left side of vendor view page).  And we can edit individual sections vendor info, contact person, skillset….by clicking on respective edit icons. When you click on the edit icon, the system will navigate to vendor edit page. Here users can edit/update the vendor details. Edit the data and click on ‘ update’ button at the bottom of the page. System will navigate to vendor detail view page and “vendor successfully updated” confirmation message will be displayed. 9.6. Vendor Bulk Upload By using this feature, you can onboard the multiple agents in bulk. Left Menu -> Vendor -> Bulk Upload It has 3 sections, those are 1. Preparation : To download the template. 2. Precheck : validation check: To check for any errors in the uploaded sheet. 3. Processing : To view the progress on the bulk upload process. Info button : users can view the fields validation rules to fill the values in csv file accordingly. 1.  Preparation: click on download template button to download csv file will be available in your local pc downloads folder as shown by      following screenshot. Fill the data on the downloaded csv file for all vendors to be onboarding using bulk upload. Upload the file by clicking on choose file button on the bulk upload page. After uploading the csv file ‘Next’ button will be enabled, you can click on next button the system will navigate to validation check page. 2. Precheck/validation check : if your uploaded file having any errors will be display here, user will not be able to move to next stage              unless those errors are corrected, submit button enabled (as shown by below screenshot) if no errors in your csv file. Note : Click on the tooltip (icon) to check the validation status on validation/pre-check page. If there are no errors user can view passed count (i.e. number of vendors added) submit button enabled. Click on the submit button system will navigate to next page. 3. Processing : you can see the progress of bulk upload to the application. “Vendors created successfully” confirmation message will be      displayed. Click on close. added Vendors through bulk upload will be displayed on the Vendors list page as shown by following screenshot. 10. Work Permit 1. Overview Overview:   Work Permit basically means a formal process of providing permission to the workers to work in a specific location in a restricted scheduled period . These are used for coordinating and maintaining safe working conditions.   2. Pre-requisites Location Config:   Configure roles by navigating to Settings >> My Organization. Location configuration includes region, section, floor and room.   Add Region & Bulk Upload: These options are used to add individual regions or add regions in bulk. List View: To display list of regions configured. Status: To describe the status of the region. Whether active or inactive. QR Code Icon: To view the QR code. Edit: To edit specific region. Delete: To delete specific region. Download Icon: To download QR code list with or without image:   Resource Group Config:   Configure Resource Group by navigating to Settings >> My Organization >> Resource Groups. Add Resource Group: Create a Resources group with location & Agent skill sets parameters. Tag this Resource groups to Agents, s o that based on the location that the coordinator sele cts during WP initiation, Agent's list will auto-populate in the drop-down. List View: List of Resource groups displayed in the dynamic table with c reation date, view icon (to view the details), edit icon (to edit), delete icon (to dele te ) .   Role Config:   Configure roles by navigating to Settings >> My Organization . Add New Role: To add a new role, click on to this option. Users can defi ne the role name they need & select the role type for that role. Roles: Display the list of roles configured. 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. Edit Permissions: Edit Permissions enables edit functionality on permission access portion . It also provides save & cancel butt ons to save changes or cancel changes. Settings Access: To provide settings access to  the specific role.   Scope Config:   Configure scope by navigating to Settings >> Work Permit. 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. Scopes: Scopes added by Users are shown below the Scope field. Cancel Icon: To remove the specific scope.   Vendor Config:   Configure Vendors from 2 sources. The details are given below. Vendor Module: Vendor can be configured by navigating to the module, Vendors >> New Vendor. Key in all the required inputs & save. 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.   Workflow Config:   Configure Workflows related to WP / PTW triggers by navigating to Workflow >> New Workflow. New Workflow: To create a new Workflow. Workflow Name: To display the name of the workflow the User defined. Module Name: The module selected by the User to build the Workflow. Select Work Permit to create workflow . Status: To describe the status of the Workflow. Whether active or inactive. The Workflow will trigger only if it is in an active status. Latest Version : To display the Version number of the Workflow. Latest version of the Workflow will trigger on User action.   PTW Category Config:   PTW Category can be configured by navigating to Settings >> Work Permit >> Work Permit Op tion. Add New: To create a new category. Category: T o view the Categories configured . List View: To display the list of categories configured in settings with related information . Status: Toggles describe the status of the category. Active & Inactive are the status es available. On Site Declaration: To describe on - site declaration for specific PTW category Required or not. Frequency: To view the frequency for specific category type. Once & daily are the current options available. On - site Verification: To describe on-site verification for specific PTW category Required or not. Edit Icon: To edit the specific Category configuration.   Support Document List Config:   Support Document List can be configured by navigating to Settings >> Work Permit >> Work Permit Option.   Add Option: Used to add new Support document name. List View: To display all Support documents names in a dynamic table. Mandatory: To describe whether the specific support document upload is mandatory or optional. Status: If the toggle is enabled, the support document will be visible on Contractor form. If disabled, the specific document will not be displayed. Edit Icon: To edit specific support document details.   3. Work Permit / Applications Dashboard Work Permit / Applications  Dashboard   Widgets: To display the number of records against each status on the page. Work Permit Applications: To view Work Permit Applications in the dynamic table. PTW Applications: To view PTW Applications in the dynamic table. Status Drop-down: To filter the list of records by selecting the required status & view List View: Dynamic table displays the list of Work Permit application / PTW application. It displays all related information of Work Permit application / PTW application. Custom Date: To customize the date to view the list of Work Permit application / PTW applications. Search: To search for a specific Work Permit application / PTW application. 4. New Work Permit New Work Permit   Work Permit / PTW can be created by navigating to Work Permit >> New Work Permit . There are 3 roles involved in the WP / PTW Application form approval process.   Coordinator – To Initiate the form.   Applicant – To s ubmit the form. Approvers – To Approve / Reject the form.   Step 1: Coordinator initiates the Work Permit Application / PTW Application.   Work Description: C oordinator can define the work description in this field. Issue Date: Issue date will auto populate with the current date. Start Date & Time: Coordinator can define the work start date and time. WP Validity: Coordinator should input the number & s e lect the frequency from the drop-down . End Date & Time: End date will auto populate based on the WP Validity selection . Coordinator should define the time . Scope: Coordinator should be able to select the required scope from the drop-down list. Location: Coordinator should be able to select the required Location from the drop-down list. Vendor: List of Vendors will be displayed in the drop-down. Coordinator should be able to select a specific Vendor from the list. 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. Authorized Personnel: To select the Approvers to approve the Application form. PTW Category: To select the PTW Category. Cancel: To cancel the Application draft. Save: To save the Application form.   Step 2: Applicant will be notified to submit the WP Application / PTW Application initiated by the coordinator .   Support documents attached can be viewed on the application details page. The Application's status will be Pending submission until the Applic ant sub mits the application form. After the Application submission, the status will change to Pending checking.    Step 3: Approvers will be notified to Check, Authorize, Verify, Recommend & Approve the WP Application / PTW Application submitted by the Applicant. Approve / Reject button displayed in the details page for Approvers. Approvers perform the required action. Notifications will be triggered to the respective approvers on each step of the approval process.   5. Visit Log Visit Log:   Users can view Visit Log details of Visitors by navigating to Work Permit >> Visit Log.   Widget: It displays the number of records against the statuses, scheduled, checked in , checked out and overstayed. Date: User can select the date to view the record of specific day. Status Drop-down: To filter out the list of records to view specific record with specific status based on the selected status from the drop-down. List View: To display the records in a dynamic table with related information like, WP No, PTW categories, Check in & checkout details, status. Search: To search specific records with key words.   11. Visitor Pass Overview: Visitors Pass is basically an identification card or a document issued to an individual to visit specific location. Ex: Guest pass, Officers temporary pass etc. This basically contains the details like Visiting person name, visit date etc.  We have 4 concepts under Visitor Pass:  Visitor Pass Dashboard  New Visitor Pass  Applications  Visit Log  1. Visitor Pass Dashboard Dashboard: It contains widgets of statuses or statistics. It also contains the count against each status .   Widgets: To show the different status and count against each status. Visitors Pass Frequency: To show the statistics based on the frequency.  Visitors Pass by Category: To show the statistics of Visitor Pass by Category.   2. Pre-requisites Pre-requisites:   Configure Location Configure Person in Charge General Configuration Visitor Check List Configuration Template Configuration   1. Configure Location: Location should be configured in My Organization settings:   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. List view: To display the list of Location configured. QR Code: To scan.   Edit icon:   To edit the location. Delete icon:   To delete the location.   2. Configure Person in Charge: Person in Charge is the person who approves or rejects the visitor pass for specific location based on the configuration. Person in Charge configuration page includes the following.   List View : To display the list of Person in Charge configured. Delete icon: To delete the specific Person in Charge.     3. General Configuration: Visitor Web Self Registration : Whether to Allow visitor to raise visitor pass request from the web. Visitor Photo Submission is Required : Whether to allow the visitor is required to upload their photo during visitor pass submission.   Guest List : To set the limit for visitors to add guests during submission form.   Default Duration Permitted : To set limit for visitor to mark on  overstay upon exceeding permitted duration after they enter the premise .   Overstay Visitors Notification : Whether to notify admin and host on overstayed visitors.   Host Notification:  Whether to notify Host on visitor check in and select the notification channel. I.e ., SMS, Email, Asseto Mobile App. Purpose of Visit: To show or hide the purpose of visit drop down on Visitor pass creation page and its list of values.   Accepted Identification Type: To define the identification types to be accepted by an Organization for Visitor pass.   4. Visitor Check List Configuration: This configuration defines whether to include checklist in the email or not.     5. Template Configuration: Once a visitor successfully submits the visitor pass, the submission receipt should be delivere d. Using this feature, templates can be configured for submission receipt.     3. New Visitor Pass New Visitor Pass:   The new Visitor Pass page is for creating or issuing visitor passes. 2 types of Visitors can be created, and the details are as follows:   Issue Visitor Pass : To the external person.   App ly Visit or Pass: To create Visitor pass for the pers on in an organization or who logged in.   Issue Visitor Pass:   Under Issue Visitor Pass on New Visitor Pass creation page, key in all the information about the external person to whom the Visitor pass to be issued. The parameters involved in Visitor Pass creation process are as follows:   Asset ID: Its unique ID of an Asset.   First Name & Last Name: Name of the Visitor.   Email  Id : Email address of the Visitor.   Visit Duration: Duration of the visit and the frequency. Location: To define the visiting location.   Asset name: To define the name of the Asset.   Host: To select the Host name. Select the host from the drop down and click on to assign.   Other details:   Custom fields will be displayed on the other details section.     Apply Visitor Pass:   Apply Visitor Pass on New Visitor Pass creation page is used to create / apply for Visit pass for self or the person in an organization. Below are the required details in Visit Pass application submission process.   Name: As the Visit Pass application is created for self, the name of the Visitor gets auto populated .   Vehicle No: To define the Vehicle number in which the Visitors are visiting the location.   Vaccination Status: To confirm on vaccination status before the visit.   Visit date: To define the date of Visit.   Visit time: To define the time of Visit.   Purpose of visit : To define the purpose of visiting the specific location. Applicant can choose the option from the pre-configured list of values.   Identification: To mention the type of Identification on Visit.   Identification Number: To define the Identification number based on the identification type the Applicant chooses .   Visit Duration: To define the visit duration with frequency.   Add Guest: To add additional persona for Visiting the location. If the Applicant select the check box, additional guest details also should be added.   Location: To define the visiting location. Asset name: To define the name of the Asset.   Host: To select the Host name. Select the host from the drop down and click on to assign.   4. Applications Applications:   The application page displays all the applications created by different users in an dynamic table with the required fields and values . Below the additional details of Applications dashboard: Status Widget: It provides information on the number of records against each status.   All Application: All applications will be displayed on the Application dashboard on clicking on All application option.   My  application : Clicking on to this User can view all the application created by self.   Visit Purpose: This provides the flexibility to filter the records with specific Visit purpose.   Status: This provides the flexibility to filter the records with specific status.   Search: This is to search for a specific application by typing a key work.   List View: List of Applications are set in a dynamic table to show all basic details of an application .   5. Visit Log Visit Log:   Visit Log records and displays the Visitors details for specific period with all the details. It includes the name of the visitor, check-in date & time, check-out date & times, location etc. Below are the details displayed on the Visit Log page. Status Widget: It displays the statuses , scheduled, check in, check ou t and overstayed with count against each status.   Date:  To show the specific date for which the visit log is displayed . Status: To filter the records with specific status.   Search : To search for a specific record with key word .   List view: It displays the applications based on the filter parameters defined by the user with basic details of application.   6. Visitors Pass Flow Step 1: Initiate Visitors Pass.   List View: After the Visitor Pass initiation, the form will be shown in the dynamic table in Application dashboard.   Status: The status of the Visitor Pass will be “ Pending Submission ”   Step 2: Submit Application form. List View: After the Visitor Pass initiation, the form will be shown in the dynamic table in Application dashboard.   Status: The status of the Visitor Pass will be “Pending Approval ”   Step 3 : Approve / Reject .   Approver receives the notification & will be directed to the Approve / Reject page as shown in the below screen shot.     Approve: To Approve the Visitor pass. Reject: To Reject the Visitor pass. 3 Dots Icon: Cancel Visitor pass button will be displayed. Clicking on the Cancel option, Approver must select a valid reason for the pass cance l lation & submit to complete cancellation process.   12. BCA BCA (Building Condition Assessment, assessment for assets and its components) In a building having various assets, an assessor (agent) will visit the building to inspect the condition of these assets and components. Assessor evaluating the condition of the assets and their components. The assessor will generate an audit report with detailed condition of the assets and their components, including whether the assets are functioning properly and the condition of each component. This report will be sent to the supervisor, who will review it and either approve or reject the project based on the findings. BCA has the following features. New BCA Project 12.1. BCA Dashboard Dashboard has the following features. 1. Statuses :   it shows the count of total number of BCA Projects in the system, total number of scheduled, in progress, pending                   approval and completed till date.         2. Dropdown : To search BCA Projects with locations . Select one location from drop down.        Results will be displayed in the BCA dashboard Projects list.       3. Search : User can search for any specific BCA Project with their names.       4. Filter : By using this feature you can refine the search by selecting the choice of filter (Name, Location, status) and selecting the                appropriate choice from the displayed list and click on the add button then click on apply button as shown by below screenshot.         Filter results will be displayed in BCA dashboard as shown by below screenshot.       5. Total Records : total number of BCA Projects present in the system displayed in bottom of the table.       6. 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.    12.2 Pre requisites to create New BCA Project Need to configure Location,  Components in settings, attach those components to assets while creating BCA project. Create agent with assessor role in agents module and onboard assets in assets module i. settings -> assets -> components Click on the “Add component” button, to create a new component. Provide component name and select assets. 1. All assets: Dropdown to select assets. 2. Search: To search the filter with name. 3. Filter: To filter out the assets by asset category, manufacturer, model. 4. Submit: Click on the “submit” button, confirmation message “component registered successfully” will be display. Added component will display in first of component list. 1. Status: By default, component status is active, user can change the status as active or inactive. 2. Edit: To edit/update component details. 3. Delete: To delete the component. 4. Search: To search the components with names. ii.   S ettings -> assets -> Defect 1. Add Defect : fill the defect name in the text box and select one methodology from dropdown then click on “Add Defect” button to save the defect. The saved defect will be displayed in the first row of the table. 2. Delete Defect : click on delete icon to delete the selected defect. iii. Go to Settings open My Organization to Configure Location, Building, Room, Floor. Settings -> My Organization -> Location:     1. Add Location : Click on the add location button to create individual location. When you click on “add location” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button, your location details will be saved and displayed in the table first row. 2. Bulk Upload Location: Click on bulk upload button to create multiple locations at a time, download csv file and fill the data then upload. 3. Export button: To download QR list (locations), you can export as with image or without image. 4. QR: Click on QR icon and Scan QR to view that location 5. Edit Location: Here you edit already created locations by clicking on edit icon available in each row of Location list. 6. Delete Location: Here you delete already created locations by clicking on delete icon available in each row of Location list. Settings -> My Organization -> Building: 1. Add Building: Click on the add building button to create an individual building name. When clicking on “add building” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button your building details will be saved and displayed in the table first row. 2. Bulk upload Building: Click on bulk upload button to create multiple buildings at a time, download csv file and fill the data       then upload. 3. Export button: To download QR list (buildings), you can export as with image or without image. 4. QR: Click on QR icon and Scan QR to view that building name with location. 5. Edit Building: Here you can edit already created building names by clicking on edit icon available in each row of building list. 6. Delete Building: Here you can delete already created building names by clicking on delete icon available in each row of             building list. Settings -> My Organization -> Floor:         1. Add Floor: Click on add floor button to create individual floor name. When click on “add floor” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button, your floor details will be saved and displayed in the table first row.       2. Bulk Upload Floor: Click on bulk upload button to create multiple floors at a time, download csv file and fill the data then upload.       3. Export button: To download QR list (floors), you can export as with image or without image.       4. Edit Floor: Here you edit already created floor names by clicking on edit icon available in each row of floor list.       5. Delete Floor: Here you delete already created floor names by clicking on delete icon available in each row of floor list.       6. QR: Click on QR icon and Scan QR to view that floor name with location. Settings -> My Organization -> Room:        1. Add Room: Click on the add room button to create individual room name.  When click on “add room” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on the save button your room details will be saved and displayed in the table first row.       2 . Bulk Upload Room: Click on bulk upload button to create multiple rooms at a time, download csv file and fill the data then upload.       3. Export button: To download QR list (rooms), you can export as with image or without image.          4. QR: Scan QR to view that room with building and location.       5. Edit Room: Here you edit already created room names by clicking on edit icon available in each row of floor list.       6. Delete Room: Here you delete already created room names by clicking on delete icons available in each row of floor list.   iii. Left Menu -> Agent -> New Agent: To onboard agent with assessor role. For more details, please review Agents module user guide 2.2 Pre requisites to Onboard New Agent and 2.3 New Agent. Fill the all-mandatory fields then only the save button will be enabled. Here vendor details and resource group fields are non-mandatory fields. Note : Every agent should provide an individual email id, do not match with other agent’s email id. Click on the save button to onboard the new agent. “Agent added successfully” confirmation message will be displayed screen will be navigated to agents dashboard page.  In the agents list we can see newly added agent on the top of the list. iv. Left Menu -> Assets -> New Asset To onboard Assets. For more details, please review Assets module user guide 3.2 Pre requisites to Onboard New Assets and 3.3 New Assets. Next finance section Next skillset requirement and location section Next you can select supervisor, assignee and vendor from the list. Here assignee non-mandatory field. Next click on the save button to onboard the new asset. Assets will be saved and displayed in the first row of the asset list. 12.3. New BCA Project Using this option, the admin/user who creates the BCA project can choose from three methodologies: IMM, CIBSE, or JKR as shown by below screenshot. Methodology : There are three methodologies: IIMM, CIBSE, and JKR. The BCA project will be created based on one of these methodologies. Currently, we are creating the project under the IIMM methodology. Next: Select the location and assessor. Note : When a user (who is creating the BCA project) selects multiple assessors, and only one assessor accepts the request, the assessor's supervisor will monitor the assessment conducted by the assessor. The supervisor will then have the authority to approve or reject the project based on the audit report. After entering the location, the assets relevant to that location will be displayed in below assets list.   1. All assets : dropdown to select all assets displaying under selected location. 2. Search : to search the assets with name. 3. Add Asset Manually : If an asset is not listed and needs to be added, the BCA project creator can use the "Add Asset Manually"  button. 4. Filter : to filter out the assets. 1. Save as a Draft: button for not submitting now, means we can edit this BCA project and submit it later.  2.         Submit : Click on the submit button to save the project. A confirmation message “project registered successfully” will be displayed and the system will navigate to BCA project view page as shown by below screenshot. Here, the user can view the project details and assets are added by the user during creation of the project in the application. 12.4. BCA Project Detail View - Before Assessment Note : This BCA project details view is available after the project has been created and before the completion of the assessment. Note: Currently, the asset status is set to "Not Started." Once the assessor completes the assessment, the asset status will be updated to "Completed.". After all the assets complete the assessment the project status also changed to “completed”.   In the project ‘details view page’ right corner user can view the “option icon” having following options. 1. Edit Project Details: To edit/update project details. 2.       Add New Asset: To add the asset(s) into this project, when you click on “add new asset” option following screen will be display.  Click on “add asset” button, a confirmation message “project updated successfully” will be display and system will navigate to project view page. Added assets will be displayed in the assets section. 3.   Download Asset Report: to download the asset report, click on this option. The asset report will be downloaded to your local downloads folder as shown by following screenshot. Click on folder name to view the asset report details as shown by following screenshot.     4. Assets:  Assets are added by the user during creation of the project in the application . 5. Comments Section: user/admin (project creator) can add the comments under this project as shown by below screenshot. 6. Active Log Section: user can view active logs belonging to this project as shown by below screenshot. 12.5. BCA Project Workflow Step1 : Project created by the user (admin). Step2 : Selected assessor will notify in asseto mobile app. Login into asseto app and can view the project location and details, with the option to accept or reject the project.     Note : Only one Assessor will accept the project by clicking the "Accept" button. Step3 : Accepted assessor will then visit the specified location, install the mobile app and click on “start work” option, inspect the condition of the assets and components, and upload photos and notes to submit the assessment via the mobile app.       Manually Add Asset From the Mobile App : If an assessor requires an asset that is not available in the application, they can manually add the asset through the mobile app and conduct the assessment directly there. Now the supervisor can view the project status as "Pending Approval" in the asseto application.   Step4 : The supervisor, who oversees the assessor, will be notified about the project in the Asseto web application. The supervisor will log in to Asseto to review the project details and the assessment provided by the assessor. Note : The assessment for the assets available in the project has been completed; therefore, the asset status is now marked as "Completed" as shown by following screenshot. The supervisor will then audit the assessment and decide whether to approve or reject the project. Step5 : Upon approval, a "Project Completed Successfully" message will be displayed, concluding the project flow. 12.6. BCA Project Detail View Page – After Completion of Project Once supervisor approved this project, In the project ‘details view page’ right corner user can view the “option icon” as shown by following screenshot and having following options.           Create Work Order : When a defect occurs with asset, a work order can be created using this feature.        Select asset and click on “create” button the screen will be navigated to work order create page. Fill in the all-mandatory fields then click on “save” button; work order will be created for selected asset. Note : For more details, please refer to the work order module. 2. Edit project details : To edit the BCA project, click on edit option which is available in project view page system will navigate to edit        project page. Users can edit/update the BCA project details as per needed. Click on the submit button to save the updated details, confirmation message “project updated successfully” will be display and the system navigate to project detail’s view page. 3. Add new asset : To add the asset(s) into this project, when you click on “add new asset” option following screen will be display. Click on “add asset” button, a confirmation message “project updated successfully” will be display and system will navigate to project view page. Added assets will be displayed in the assets section. 4. Download Summary Report : To download the asset summary report, click on this option. The report will be downloaded to your           local downloads. Next  Downloaded Summary report as shown by following screenshot.   5. Download Asset Report: to download the asset report, click on this option. The asset report will be downloaded to your local downloads folder as shown by following screenshot. Click on folder name to view the asset report details as shown by following screenshot. 12.6.1. Work flow for multiple assessors were assigned to one project Step1 : After the project is created, all selected assessors will be notified about it. They must have the Asseto mobile app installed and logged in. Once in the app BCA tab, assessors can view the project statuses, including how many are scheduled, in progress, pending approval, or completed. Step2 : All assessors can view the project location and details, with the option to accept or reject the project. Only one assessor will accept the project by clicking the "Accept" button. Note : The remaining workflow will follow the same procedure as outlined above (step3 & step4). 13. Workflow 1. Overview Overview:   Workflow is a systematic business activity which automates different processes to complete specific tasks in a specific period.   Key elements of describing a workflow process in business include:   Configure User Roles: To define the Personas involved the flow.   Module Settings: Module based configuration also should be completed before creating Workflow.   2. Workflow Dashboard Workflow  Dashboard :   Workflow dashboard displays the  list of Workflows built by the developers. Below are the details displayed in a dynamic table.     Workflow Name: Name of the Workflow. Module Name:   Name of the module for which the workflow is built. The modules are Asset, Inventory, Work order, Case, Agent, Work Permit (e-PTW). Status: To describe the status of the Workflow, whether active or inactive. Latest Version: The Version of the Workflow available in the list. New Workflow: To build a New Workflow. T otal records: To show the total records of Workflow.   3. Create New Workflow Create New Workflow:   Create new workflow option on a Workflow dashboard will direct to the below page. Below are the different parameters for creating the new workflow.     Workflow Name: User with the right permission ex: Super-admin, who creates the work flow can define a unique name. Select Module: User can select the module from the drop-down list for which the Workflow needs to be built . Modules available in the list are: Asset   Inventory   Workorder   Case   Agent   Work Permit.   Select the Trigger: There are different triggers configured based on each module. Ex: Asset Module: Asset Approval before create , Asset health status update (IOT), After new asset created , Asset decommission initiated.   Save: To save the Workflow which is built.   Enable Toggle: To enable or disable the Workflow.   Search: To search specific tasks .   Task List:   Display pre-configured list of tasks. These can be dragged and dropped to use.    Workflow Creation Process: To create a Workflow, User is given a flexibility to drag & drop the pre built tasks with certain parameters within that. Click on to the specific task view the parameters involved in it.  Parameters will differ from task to ta sk. Based on the specific tasks, the user can key in the inputs. Start and End are mandatory tasks to be selected. If the User tries to save the Workflow built with Start & End task, the error will be thrown. After building a proper Workflow, User can save by clicking on to the Save icon.     14. Subscribers A subscriber here is a person who has opted-in to receive a product or service.  1. Pre-requisites: Configure  Asseto Plan:   List page of the Asseto Plan configuration page involves:   Add Plan: To add a new plan. List View: To display the existing plans configured in a dynamic table. Edit Icon: To edit specific plan. Delete: To delete specific plan.       Add New Plan:   User with the right permission can create new plan by navigating to Setting >> Asseto Plan >> Add New Plan.   Plan Name: To define the Plan name. 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 . Description: To define the description of the Plan. Ex: Features of the plan. Select Environment: There are 2 environments. Development & Production. 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. Billing Cycle: The billing cycle options available are: Weekly, Monthly, Quarterly, Half Yearly, Yearly . Cost: To define the cost of the Plan. Discount: To specify the percentage of discount if any. Cancel: To cancel the plan created. Save: To save the plan created.     Configure Asseto Add-On Plan:   Add Add-On Module Plans by navigating to Setting >> Asseto Plan >> Add-On Module.   Add Ad-On Module: To add new add-on plan. List View: To display existing add-on module pla n and related information. Edit Icon: To edit specific add-on plan. Delete Icon: To delete specific add-on plan.   Add Add-On Module:   Module Name: To describe the module name. Description:  To define the description of the Module. Ex: Overview of the Module. 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. Cost:   To describe the Cost of the Module. Storage: To describe the Storage limit of the Module. Cancel: To cancel the add-on module. Save: To save the add-on module.   2. Subscriber Module Dashboard Subscribers Module Dashboard:   The Subscribers Module Dashboard provides the information below .   Widget: To display the number of Subscribers against different types of plans and total number of subscribers. All Plan: To apply filter condition based on different ty pes of plans t o display the list of Subscribers in a dynamic table. All Status: To apply filter condition based on different status to display the list of Subscribers in a dynamic table. The different statuses are: Active, Inactive and Pending payment . List View:   List of Subscribers and related information displayed in a dynamic table. Search:   To search specific Subscriber details. Filter: To apply additional filter condition with additional parameters to display the list of Subscribers in a dynamic table. 3. Add New Subscribers Add New Subscribers:   Add a New Subscriber by navigating to Subscribers >> New Subscriber.   New Subscriber Page View:   Creating subscribing is a 5-step process. It includes:   Select Plan Subscriber Info Add-on Module Quotation Summary   Select Plan :   This page displays all the plans available in the Application. Users can select one-plan at a time. After selecting the Plan User should select the Next option to move on to next step of Subscriber creation.   Subscriber Info :   The Subscriber Info page is to key in Subscribers information.       Company Information: This section should contain the details of the Company . It should be company logo/image, company name, company code, company type (private / public), industry, description and contact details. Registrant Details : To fill up Registrant details. Previous : To navigate t o previo us page. N ext: To move on to the next step of the Subscriber creation process.   Add-on Module :   Add-on modules adding process can be completed on this page.   Add-on module's view : All add-on modules details configured in Settings will be displayed over here. User can select one among those. Previous : To naviga te to the previous page. Next: To move on to the next step of the Subscriber creation process.   Quotation :   Below details are displayed in the Quotation page.       Quotation: To show the Plan with pricing and other details filled in Subscriber info page. Payment Details:   To describe the Payment method and Account manager details. R emarks: To update remarks if any. P revious : To navigate to previous page. Next: To move on to the next step of the Subscr iber creation process.   Summary :   The summary page displays plan details the Subscriber opt for, add-on module details with price breakd own details.     Previous : To navigate to previous page. Submit: “Plan registered successfully” message will pop-up on clicking on to Submit button .   After the User successfully registers for a Plan, notification will be triggered to the registered email id. Based on the billing cycle the User selected, payment reminder notification also will be triggered to the registered email id.     15. Contracts 1. Overview. Contractor is engaged under a contract to provide Laboure or services.   2. Pre-requisites General Config:   To describe the Contract approv er involvement in Contract submission process. The toggle button is used to enable or disable the feature to decide on contract approver is required during contract submission or not .         C ontract Type Config :   To Configure type, navigate to Settings >> Contracts >> Contrac t Type.   Category: L ist of Categories will be displayed in the Category drop-down. Add Option: To add a new contract type. List view: Contract type configured will be displayed in a dynamic table will relation information. Search : To search specific contract type line item. 3 dots icon: To perform edit & delete actions.       Add Contract Type:   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 Contract Type: To define the Contract Type name. The name should be unique. Email Notification: To describe the email notification frequency. C ancel : To cancel the creation process. Submit: To complete the creation process.     3. Contracts Dashboard Contracts  Dashboard :   Contract Dashboard provides a high-level overview on the Total number of contracts, number of contracts with various statuses, categories etc.    Below are the items that can be viewed on the Contracts dashboard. Contracts Widgets: To display Active & Expired Contracts count. Pending Contracts Widgets : To display Contracts, count with pending approval, approved, rejected & draft  statuses . List View: List of contracts displayed in a dynamic table with replated information . Categories Drop-down : To filter the list based on specific category. Search: To search specific Contract from the list. Filter: To add filter condition for Contracts view.   Contracts Details Page View:   To view the Contract details, click on the specific Contract from the Contract dashboard.   Below details are displayed in the Contract details page:   Contract Name: Contract name and status displayed at the top left. Basic Details: Basic details like, category, contract type, start date expiry date and contract value displayed at left top ne xt to Contract name. Vendor: Vendor details displayed in Vendor section. Contact Person: Contact Person details displayed in Contact Person section. Contract Approver: Contract Approver details will be displayed in this section. Assets: To display Asset details associated with the Contract. Terms & Condition: To display the terms & conditions of the Contract. Comments: To add comments.   4. New Contract New Contract:   Create a new contract by navigating to Contracts >> New Contracts from application dashboard.   Below are the parameters involved in the New Contract creation process.   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. Contract Administration: To select the Contract administrator from the drop- down list . 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. 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.   Terms & Condition: To describe the terms & conditions of the contract. Contract Approver: To add Contract Approver for Approving the Contract on submission. Documents: To upload support document. Cancel: To cancel the Contract submission process. Save: To complete the Contract submission process. Save Draft: To save the Contract created as draft.   5. Contract Creation Flow Below is the Contract creation flow. Step 1: Create Contract .       Step 2: Email notification trigger to Approver .     Step 3: Approve / Reject.   Approve: Approver must update the remark s.   Note: Remarks is an optional field.   Reject: A p prover must update the remarks .   Note: Remarks is an optional field.     16. Settings Settings Overview Every module has a separate configuration in settings by respective section. 1. Asseto Plan User can configure plan and add-on module. Options are available as menu on left side. Plan is highlighted by default. Here user can Manage plan, check consumption, manage payment and view billing. i. Settings -> Asseto Plan -> Plan: Plan : to add the new plans, click on “add plan” button. When user select ‘Type of Plan’ is ‘Custom’, following fields are display. Fill the mandatory fields then only save button will be enabled. Click on save button your plan details will be saved and displayed in the table first row.     1. Edit plan : Here you can edit already created plans by clicking on edit icon available in each row of plans list.     2. Delete plan : Here you can delete already created plans by clicking on delete icon available in each row of plans list. When user select ‘Type of Plan’ is ‘Fixed, following fields are display. Fill the mandatory fields then only save button will be enabled. Click on save button your plan details will be saved and displayed in the table first row. User can ‘Edit’ and ‘Delete’ the already created fixed plan by clicking on edit and delete icons available at each row of the plans table.   ii. Settings -> Asseto Plan -> Add-On Module: Add-On Module : to add the new Module , click on “ Add-On Module ” button. Following page will be display. Fill the mandatory fields then only save button will be enabled. Click on save button your plan details will be saved and displayed in the table first row. User can ‘Edit’ and ‘Delete’ the already created add-on module by clicking on edit and delete icons available at each row of the plans table. 2. My Organisation User can configure Working calendar, Organisation time zones, currency settings, Language settings, location, building, Floor, Room, Roles, Resource groups, Notifications and Broadcast Notification. Options are available as menu on left side, working calendar is highlighted by default. Settings -> My Organisation : i. Settings -> My Organisation -> working calendar : This feature is useful to customize your organization working days and working hours.             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. 2. Add New: when you click on “Add New”  button following table will be navigate to “New Working Time” page to customize working days and hours based on location. Add locations and specify working days. When user want to customize working hours click on “specify work hours” button to select working hours for your selected location organization. Added working days and working hours based on location shown by below table. Edit/Delete : User can edit and delete the location based working time by clicking on edit and delete icons. Public Holiday : To configure holidays to your organization. Click on “Add Row” button new row will be display to fill the fields, by default status is enabled user can disable or delete when there is no need of particular row (holiday).   Blackout Day : To configure blackout days to your organization. Click on “Add Row” button new row will be display to fill the fields, by default status is enabled user can disable or delete when there is no need of particular row (Blackout Day). ii.   Settings -> My Organisation -> Organisation Time Zones : To configure your organization time zone country wise. iii. Settings -> My Organisation -> Currency Settings: To configure your organization currency type country wise like, INR, MYR, SGD…etc. iv. Settings -> My Organisation -> Language Settings: To configure your language type. v. Settings -> My Organisation -> Location: By using this feature user can add the location. 1. Add Location : click on add location button to create individual location. When click on “add location” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your location details will be saved and displayed in the table first row. 2. Bulk Upload Location : click on bulk upload button to create multiple locations at a time, download csv file and fill the data then upload. 3. Export button : to download QR list (locations), you can export as with image or without image. 4. QR : click on QR icon and Scan QR to view that location 5. Edit Location : Here you edit already created locations by clicking on edit icon available in each row of Location list. 6. Delete Location : Here you delete already created locations by clicking on delete icon available in each row of Location list.  v i . Settings -> My Organisation -> Building: By using this feature user can add the building. 1. Add Building : click on add building button to create individual building name. When click on “add building” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your building details will be saved and displayed in the table first row. 2. Bulk upload Building : click on bulk upload button to create multiple buildings at a time, download csv file and fill the data then upload. 3. Export button : to download QR list (buildings), you can export as with image or without image. 4. QR : click on QR icon and Scan QR to view that building name with location. 5. Edit Building : Here you can edit already created building names by clicking on edit icon available in each row of building list. 6. Delete Building : Here you can delete already created building names by clicking on delete icon available in each row of building list. vii. Settings -> My Organisation -> Floor: By using this feature user can add the floor.         1. Add Floor : Click on add floor button to create individual floor name. When click on “add floor” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your floor details will be saved and displayed in the table first row.     2. Bulk Upload Floor : Click on bulk upload button to create multiple floors at a time, download csv file and fill the data then upload.     3. Export button : to download QR list (floors), you can export as with image or without image.     4. Edit Floor : Here you edit already created floor names by clicking on edit icon available in each row of floor list.     5. Delete Floor : Here you delete already created floor names by clicking on delete icon available in each row of floor list.     6. QR : click on QR icon and Scan QR to view that floor name with location. viii. Settings -> My Organisation -> Room: By using this feature user can add the room.       1. Add Room : click on add room button to create individual room name. When click on “add room” button following page will appear, fill the mandatory fields then only save button will be enabled. Click on save button your room details will be saved and displayed in the table first row.      2. Bulk Upload Room : click on bulk upload button to create multiple rooms at a time, download csv file and fill the data then upload.      3. Export button : to download QR list (rooms), you can export as with image or without image.      4. QR : Scan QR to view that room with building and location.      5. Edit Room : Here you edit already created room names by clicking on edit icon available in each row of floor list.     6. Delete Room : Here you delete already created room names by clicking on delete icons available in each row of floor list.   ix. Settings -> My Organisation -> Roles: Here you can create a new role for users onboarding, which we can we use in various modules like, agents, assets creation.         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. 2. Permissions : You can give permissions to role, click on edit permissions button select check boxes to give permissions for selected role which is created earlier as shown by below screenshot. x. Settings -> My Organisation -> Resource Groups: You can create new resource group by clicking on add resource group button, which we can we use in various modules like, agents, assets creation. 1. Add Resource Group : When you click on “add resource group” button following page will be displayed, fill the all-mandatory fields then only save button will be enabled, click on save button to save the resource group. 2. View Resource Group : Here you can view the selected resource group which is created earlier. 3. Edit Resource Group : Here you can edit the selected resource group which is created earlier. 4. Delete Resource Group : Here you can delete the selected resource group which is created earlier. xi. Settings -> My Organisation -> Notifications: User can customize notifications to send the user groups from this application. Select your choice and click on save button. xii. Settings -> My Organisation ->Broadcast Notification: By using this feature user can add the broadcast notifications. 3. Global Filters   Settings -> Global Filters : User can add new filter based on asset, building and location.   Options are available as menu on left side, Location is highlighted by default. i. Settings -> Global Filters -> Location : Click on save button, your filter will be saved in table first row. You can edit and delete the added filter. ii. Settings -> Global Filters -> Building : Click on save button, your filter will be saved in table first row. You can edit and delete the added filter. iii. Settings -> Global Filters -> Asset : Click on save button, your filter will be saved in table first row. You can edit and delete the added filter. 4. Assets Settings -> Assets: User can configure Category, manufacturer, model, Defect, custom fields, decommissioning report, decommissioning reasons/facts, components and custom table configuration. Options are available as menu on left side, Category is highlighted by default. i. Settings -> Assets -> Category      1. Add Asset Category : Here you can type Category name in the text box and click on “add category” button to create individual Category.      2. Asset Category Bulk Upload : Click on bulk upload button to create multiple Categories at a time, download csv file and fill the data then upload.       3. Search : you can search for any category with category name.     4. Edit Asset Category : Here you can edit category which is created earlier by clicking on edit icon available each row of category list.      5. Delete Asset Category : Here you can delete the already created category by clicking on delete icon available each row of category list.     ii. Settings -> Assets -> Manufacturer:         1. Add Manufacturer : Here you can type Manufacturer name in the text box and click on “add manufacturer” button to onboard individual manufacturer.      2. Bulk Upload Manufacturer : Click on bulk upload button to onboard multiple Manufacturer’s at a time, download csv file and fill the data then upload.        3. Search : you can search any manufacturer with manufacturer name.       4. Edit Manufacturer : Here you can edit the already created Manufacturer by clicking on edit icon available each row of Manufacturer list.         5. Delete Manufacturer : Here you can delete the already created Manufacturer by clicking on delete icon available each row of Manufacturer list.           ii i. Settings -> Assets -> Model: 1. Add Model : Here you type asset model name in the text box and select manufacturer then click on “add model” button to create a new model. 2. Bulk Upload Model : You can create multiple models at a time by clicking on bulk upload button, download csv file and fill the data then upload. 3. Search box : You can search any model with model name results will be displayed in below table. 4. Edit Model : You can edit the already created model names by clicking on edit icon available in each row of model list. 5. Delete Model : You can delete the already created model names by clicking on delete icon available in each row of model list.   iv. Settings -> Assets -> Defect: 1. Add Defect : fill the defect name in the text box and select one methodology from dropdown then click on “Add Defect” button to save the defect. Saved defect will be display in the first row of the table. 2. Delete Defect : click on delete icon to delete the selected defect. v. Settings -> Assets -> Custom Fields:           Add Asset Custom Fields: to add custom fields, click on “Add Asset Custom Fields” page will open as shown by following screenshot. Step1: drag and drop the one of the elements from the list following page (highted with ‘Display’ section) will open to select label name. Step2: click on ‘Data’ section, to set the data into selected label and click on save button. Step3: Again, system will navigate to “Add Asset Custom Fields” page, click on “save” button. Confirmation message “New Version of the form has been created” will be display and system navigate to dashboard. Newly added custom fields will display top of the table as shown by the following screenshot. 2. Edit Custom fields : Custom fields are display in the list, click on edit icon to edit/update the custom field. vi. Settings -> Assets -> Decommissioning Report:   1. Add Duration : Choose different combination of duration (should not match with existing combination, system will display error              message like,” Decommissioning Report combination already exist”). 2. Provide duration and click on “Add Duration” button, confirmation message “Decommissioning Report registered successfully” display and saved duration will be display in the first row of the table. vii. Decommissioning Reasons/Factors           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           Bulk Upload : to add multiple Decommission Reason’s in a bulk. 1. Search : To search the Decommission Reason. 2. Edit : To edit/update the Decommission Reason. 3. Delete : To delete the Decommission Reason. viii. settings -> assets -> Components Need to configure Components in settings, attach those components to assets while creating BCA project. Click on the “Add component” button, to create a new component. Provide component name and select assets.   1. All assets : Dropdown to select assets. 2. Search : to search the filter with name. 3. Filter : to filter out the assets by asset category, manufacturer, model. 4. Submit : Click on the “submit” button, confirmation message “component registered successfully” will be display. Added component will display in first of component list.       1. Status : by default, component status is active, user can change the status as active or inactive. 2. Edit : to edit/update component details. 3. Delete : to delete the component. 4. Search : to search the components with names. ix. Settings -> Assets -> Custom Table Configuration By using this feature user can activate (statuses are: Active and Inactive) display dynamic table column customization feature as shown by the following screenshot. 5. Case User can configure Case type, Sub-type, SLA, Incident portal, case association, custom fields, approaching SLA, case owner auto assignment and custom table configuration. Options are available as menu on left side, type is highlighted by default. 6. Work Orders User can configure General ( If enabled, the field agent has the option to upload picture of the asset/location in order to start the work order ), Work order type, Sub-type, Category, SLA, Resolution, Task Template, custom fields, custom fields resolution, approaching SLA, auto assignment agent, auto assignment supervisor, association, custom table configuration and work order template. Options are available as menu on left side, General is highlighted by default. 7. Agents Settings -> Agents: User can configure skillset, profile, custom fields, user performance and custom table configuration. Options are available as menu on left side, skillset is highlighted by default.     i. Settings -> Agents -> skillset      1. Add skillset : Here you can add new skillset to use in various modules like, agents and assets. To create skillset, you can type in skillset text box then click on “add skillset” button.       2. Skillset Bulk Upload : To create multiple skillsets at a time, click on bulk upload button, download csv file and fill the data then upload the file to save multiple skillsets.        3. Edit Skillset : You can edit the skillset which is added earlier by clicking on edit icons available every row of skillset list.       4. Delete Skillset : You can delete the already added skillset by clicking on delete icons available every row of skillset list.         i i. Settings -> Agents -> Profile          1. Add profile : To create profile , you can type in text box then click on “add profile” button.      2. Profiles Bulk Upload : To create multiple profiles at a time, click on bulk upload button, download csv file and fill the data then upload the file to save multiple profiles .     3. Edit profile : You can edit the profile which is added earlier by clicking on edit icon available every row of profile list.     4. Delete profile : You can edit the already added profile by clicking on delete icons available every row of profile list. iii. Settings -> Agents -> Custom Fields Add Asset Custom Fields: to add custom fields, click on “Add User Custom Fields” page will open as shown by following screenshot. Step1 : drag and drop the one of the elements from the list, following page (highted with ‘Display’ section) will open to select label name. Step2 : click on ‘Data’ section, to set the data into selected label and click on save button. Step3 : Again, system will navigate to “Add User Custom Fields” page, click on “save” button. Confirmation message “New Version of the form has been created” will be display and system navigate to custom fields dashboard. Newly added custom fields will display top of the table as shown by the following screenshot. Edit Custom fields : Custom fields are display in the list, click on edit icon to edit/update the custom field. iv. Settings -> Agents -> User Performance Click on edit button, to edit/update the user performance options. Check/uncheck the check boxes-based user requirement and click on “save” button. Confirmation message “User Performance Parameters Updated Successfully” will be display. i. Settings -> Agents -> Custom Table Configuration Here user can enable/disable the “Display dynamic table column configuration feature”.   8. Inventories Settings -> Inventories: User can configure inventory Category, manufacturer, SKU, Custom fields, stock room and custom table configuration. Options are available as menu on left side, Category is highlighted by default. i. Settings -> Inventories -> Inventory category:   1. Add Category : type category name in the text box and click on “Add category” button to add the individual category. 2. Bulk Upload : click on bulk upload button to create multiple categories at a time, download csv file and fill the data then upload. 3. Edit Category : Here you edit already created category by clicking on edit icon available in each row of categories list. 4. Delete Category : Here you delete already created category by clicking on delete icon available in each row of categories list. ii. Settings -> Inventories -> Manufacturer   1. Add Manufacturer : type manufacturer name in the text box and click on “Add manufacturer” button to add the individual                         manufacturer. 2. Bulk Upload : click on bulk upload button to create multiple manufacturers at a time, download csv file and fill the data then upload. 3. Edit Manufacturer : Here you edit already created manufacturer by clicking on edit icon available in each row of manufacturer list. 4.         Delete Manufacturer : Here you delete already created manufacturer by clicking on delete icon available in each row of                    manufacturer list. iii. Settings -> Inventories -> SKU 1. Add SKU : type SKU name, Threshold, Min Threshold and Max Threshold in the related text boxes and click on “Add SKU” button to add the individual SKU. Note : Every inventory having individual SKU, for every inventory type we have to create separate SKU in settings. 2. Bulk Upload : click on bulk upload button to create multiple SKU at a time, download csv file and fill the data then upload. 3. Edit SKU : Here you edit/update already created SKU by clicking on edit icon available in each row of SKU list. 4. Delete SKU : Here you delete already created SKU by clicking on delete icon available in each row of SKU list. iv. Settings -> Inventories -> Custom Fields Add Inventy Custom Fields: to add custom fields, click on “Add Inventory Custom Fields” page will open as shown by following screenshot. Step1 : drag and drop the one of the elements from the list, following page (highted with ‘Display’ section) will open to select label name. Step2 : click on ‘Data’ section, to set the data into selected label and click on save button. Step3 : Again, system will navigate to “Add Inventory Custom Fields” page, click on “save” button. Confirmation message “New Version of the form has been created” will be display and system navigate to custom fields dashboard. Newly added custom fields will display top of the table as shown by the following screenshot. Edit Custom fields : Custom fields are display in the list, click on edit icon to edit/update the custom field. v. Settings -> Inventories -> Stock Room       1. Add Stock Room : click on “Add Stock Room” button to add the individual Stock Room following page will be display. Fill the all-mandatory fields then only save button will be enabled, click on save button to create stock room. Note : Every inventory having individual Stock Room, for every inventory type we have to create separate Stock Room in settings. 2. Bulk Upload : click on bulk upload button to create multiple Stock Room at a time, download csv file and fill the data then upload. 3. Edit Stock Room : Here you edit/update already created Stock Room by clicking on edit icon available in each row of Stock Room list. 4. Delete Stock Room : Here you delete already created Stock Room by clicking on delete icon available in each row of Stock Room list. Note : you cannot edit/update details in stock room if it is linked to an existing inventory, system display warning message as shown by following screenshot. vi. Settings -> Inventories -> Custom Table Configuration  Here user can enable/disable the “Display dynamic table column configuration feature”.     9. E-PTW Settings -> e-PTW: User can configure e-PTW configuration, New e-PTW Form Custom Fields, Contractor Form Custom Fields, Health Declaration. Options are available as menu on left side, e-PTW is highlighted by default.   i. Settings -> e-PTW -> e-PTW                   1. Self Checkout: user can enable/disable this status, whether to allow agents to check themselves out. Else, site security will                          need to scan the permit to checkout. 2. Default Permit Validity : user should provide duration for default permit validity. After expiry, user will have to apply for    extension. 3. Restrict critical work category validity : when the status is enabled, validity for CWC will be restricted to the selected value.                   4. Deactivate permit on certain work order status : when the status is enabled, permit will be deactivated upon work order                                status stated below. Else, permit validity will follow ‘default permit validity’ settings. 5. Supporting Documents : to add the supporting documents for the work permit. Added documents displaying below table, here user can enable/disable the status of the document and edit the document.       6. Scope : Scopes will be listed in the drop-down menu.  Users can select the scope & click on Add option. Scopes added by users are              shown below the Scope field and user can remove the specific scope (by clicking on close icon).   7. General PPE/Special Requirement : The specified equipment’s will be set as mandatory for every general e-PTW. ·       Equipment’s will be listed in the drop-down menu.  Users can select the equipment & click on Add option. Equipment added by users are shown below the equipment’s field and user can remove the specific equipment (by clicking on close icon).    8.   Critical work category : if ‘verification’ is checked, applicant will not be able to enter the premise until it is approved by HSSE      site personnel. 9. On-site declaration override : if enabled, tenant will be permitted to override on-site declaration settings requirement during e-PTW issuance stage.  Click on “add new” button to add the new critical work, following page will be open.  Fill the all-mandatory fields and click on save. Saved critical work order will display in the table as shown by following screenshot.       Status : user can activate/deactivate the status of new critical work. Edit : user can edit the new critical work details. 10.   Location without site Security : e-PTW QR code verification is not required for locations specified in the table shown by above screenshot. To add the location, click on “Add New” button, enter the details and click on “save” button. ii. Settings -> e-PTW -> New e-PTW Form Custom Fields 1. Add requisition form custom fields : to add the requisition form custom fields click on this button, system navigate create new page. Add all the details and click on submit button. 2. Latest custom form : user can view latest custom form. 3. Edit : to edit the custom form. iii. Settings -> e-PTW -> Contractor Form Custom Fields         1. Add Contractor form custom fields : to add the Contractor form custom fields click on this button, system navigate create new                  page. Add all the details and click on submit button. 2. Latest custom form : user can view latest custom form. 3. Edit : to edit the custom form. iv. Settings -> e-PTW -> Health Declaration 1. Check Vaccination status : If enabled, applicant will be presented with a question if they are fully vaccinated during             application stage. Only after they check the box then they will allow to proceed with the submission. · Fully vaccinated Guidelines: Here user can add/remove fully vaccinated guidelines. 2. On-site Health Declaration : If enabled, visitors are asked to declare their health condition before entering the premise. All the questions created below, will be shown as yes/no type of questions to visitor. 3. Auto Reject : If enabled, e-Permit will be automatically rejected upon choosing "Yes" on any of the questions.   4. Add New : to add/configure the question, added questions are display in the above table. Delete option available for to delete the           question. 10. Visitor Pass Settings -> Visitor Pass: User can configure General, Person In Charge, Visitor Check list, Template. Options are available as menu on left side, General is highlighted by default. i. Settings -> Visitor Pass -> General General configurations are explained below.       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. Neuron       Solutions Page No < # > Confidential.       8. Accepted Identification Type : To define the identification types to be accepted by an Organization for Visitor pass. 9. Save : click on save button to save the all changes in general configurations. ii. Settings -> Visitor Pass -> Person in Charge Person in Charge is the person who approves or rejects the visitor pass for specific location based on the configuration. Click on add new to configure the person in charge details. Click on “save” button, confirmation message “person in charge settings saved successfully” will be display.   Delete : to delete the selected person in charge. iii. Settings -> Visitor Pass -> Checklist This configuration defines whether to include checklist in the email or not. iv. Settings -> Visitor Pass -> Template Once a visitor successfully submits the visitor pass, the submission receipt should be delivered. Using this feature, templates can be configured for submission receipt. 11. IO T Gateway User can configure Asset Gateway and Asset Controller Device. Options are available as menu on left side, Asset Gateway is highlighted by default. i. Settings -> Io T Gateway -> Asset Gateway Add Gateway : Click on add gateway button, to add the gateway, following page will open.     Fill the all-mandatory fields. 1. Select protocol type from dropdown. 2. Select authentication type, when you select “auth token”, bearer token field will appear. When you select “user name, password”, user name and password fields are appeared. 3. Select integration method from dropdown. 4. Check connection: to check the connection between authentication type and bearer token/user name, password. 5. Save: click on “save” button to save the all details, system navigate to Io T gateway list page and confirmation message “Asset Gateway Registered successfully” will be display then saved record will be display in first row of the table.             1. Search : to search the gateway with name. 2. Edit : to edit the gateway. 3. Delete : to delete the gateway. ii. Settings -> Io T Gateway -> Asset Controller Device Add controller device : click on button to add the controller device, following page will be open. Fill the all-mandatory fields. Click on “save” button, screen will be navigated to Asset Controller Device list page and confirmation message “Asset Controller Device added successfully” will be display and record will be display in first of the table.       1. Search : to search the asset controller device with name. 2. Edit : to edit/update the asset controller device details. 3. Delete : to delete the asset controller device. 12. Knowledge Base Settings -> Knowledge Base: User can manage content for documentation, General and FAQ. Options are available as menu on left side, General is highlighted by default. It is having 2 features.               General               FAQ i. Settings -> Knowledge Base -> General Knowledge Base Status: When the option is disabled, the Knowledge Base module will not be visible in the left panel. 1. Modules : User can manage modules with knowledge base. When the status is enabled and click on save, modules will appear on knowledge base page. View Knowledge Base: when you click on that link, you will navigate to Knowledge Base page as shown by the below screenshot. 1. Contact Support Email: When the option is enabled, contact support button will appear at bottom of the page. Save : click on save button to save the changes. ii. Settings -> Knowledge Base -> FAQ 1. Topics and Articles : User can manage FAQ content by using this feature. Topic will be listed on the sidebar of the knowledge base   page. · Articles will be listed within the specified topics.      1.1. View FAQ: Click on this link to view added FAQ’s in knowledge base page. Following page will be display. 2. Add Topic : to add topic, click on “Add topic” button following page will be appeared. Fill the mandatory fields and click on “save” button. Confirmation message “Topic created successfully” will be display and added Topic will be display in topics list as shown by the below screenshot. 1. Topic status: user can enable or disable the topic status. 2. Edit topic: user can edit or update the data in the topic. 13. Shift Roaster User can manage shift list (shifts). Shift list is highlighted by default. User can add, edit and delete the shift. Note : User can’t edit that shift when the shift assigned to agent. Click on “add” button to create a new shift following page will be display.       1. Provide shift name.       2. Here, “General working hours” are predefined.      3. User should specify the “Shift Start Time” and “Shift Duration”, then the “Shift End Time” will be automatically displayed based on these parameters as shown by the below screenshots. The “save” button will only be enabled once all mandatory fields have been completed. Click on “save”, a confirmation message “Shift successfully created” will be displayed and the newly created shift will be display in the first row of shift list.      1. Search bar : to search for a shift by its name.      2. Status : By default, shift status is enabled. User have the option to enable or disable the status as needed.      3. Edit : To edit the shift. Note : we can’t edit shift, if the shift is already assigned to an agent.      4. Delete : To delete the shift. 14. Legal Settings -> Legal: User can setup the Terms of use and Privacy policy for asseto. Options are available as menu on left side, Privacy policy is highlighted by default. i. Settings -> Legal -> Terms of use: Terms of use: user can enable or disable. When enabled, terms of use will be shown in asseto. Here user can add/update the terms of use for asseto. 1. Last Update on : user can view last updated date/month/year and time if terms of use page. 2. Last updated by : who is updated recently (ex: admin). 3. Browse version history : user can view the browse version history, when you click on browse version history following screen will be display. 4. Preview : to view the terms of use page. 5. Discard changes : to discard the changes in terms of use page. 6. Save draft : added changes in terms of use page to save as a draft. 7. Publish : to publish the terms of use. ii. Settings -> Legal -> Privacy policy: Privacy policy : user can enable or disable. When enabled, privacy policy will be shown in asseto. Here user can add/update the privacy policy for asseto. Next 1. Last Update on : user can view last updated date/month/year and time of privacy policy. 2. Last updated by : who is updated recently (ex: admin). 3. Browse version history : user can view the browse version history, when you click on browse version history following screen will be display. 4. Preview : to view the privacy policy page. 5. Discard changes : to discard the changes in privacy policy page. 6. Save draft : added changes in privacy policy page to save as a draft. 7. Publish : to publish the privacy policy. 15. Certificate & Licenses Settings -> Certificate & Licenses: User can setup the certificate & licenses. Library is highlighted by default. User can add the certificate or license by clicking on “Add New” button. 1. Dropdown : to select category types assets, agents, vendor. Select any category results will be display in below documents list. 2. Search : to search the document with name. 3. Add Button : To add the new document either Certificates or license. By default, certificate section will be highlighted. 3.1.   Add Certificate : click on “add” button, below page will be display. Category field : Select any one category from dropdown. Tooltip icon : click on tool tip icon nearby “specification” field to view the specification concept for selected category. After fill out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can display in first row of the table as shown by below screenshot. Every row of documents list having option icon to edit or delete the document. 1. Edit : to edit/update the details in document (certificate). 2. Delete : to delete the document (certificate).  3 .2.   Add License : click on “add” button, below page will be display. Category field : Select any one category from dropdown. Tooltip icon: click on tool tip icon nearby “specification” field to view the specification concept for selected category. After fill out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘license’ can display in first row of the table as shown by below screenshot. Every row of documents list having option icon to edit or delete the document. 1. Edit : to edit/update the details in document (license). 2. Delete : to delete the document (license). 16. Contracts Settings ->  Contracts: User can setup the contracts configuration. Options are available as menu on left side, General is highlighted by default. i. Settings -> Contracts -> General: General : user can enable or disable. when enabled, contract approver will be required during contract submission. ii. Settings -> Contracts -> Contract Type : Contract Type : User can add the new contract type by clicking on “Add” button, following page will be display. Fill the all-mandatory fields and click on “submit” button, contract type is saved successfully and will display in the first row of table. · All Category : search dropdown to filter out the contract type with category (assets, services, inventory, locations). · Edit/Delete : User can edit or delete the added contract type by clicking on options icon (available at each row of contract type table). · Search bar : To search the contract type. 17. Certificate & Licenses 17.1 Certificates & License Dashboard Certificates & licenses dashboard having  following features.   1. Statuses : The wedges display the count of total number of documents in the system, total number of active, expiring, and                       expired till date. 2. Dropdown : To search documents with categories like, asset, agent, vendor. Select any category from the dropdown. Results will be displayed in Certificates & licenses dashboard documents list as shown by the following screenshot.   3. Search Bar : User can search for any specific document with name. 4. Filter : To filter out the assets information by selecting choice of filter from the list like, asset category, manufacturer, model, etc.   when you click on the filter icon following screen will be displayed, you can select choice of filter and click on add button then         click on apply button as shown by below screenshot . Filter results will be display in Certificates & licenses dashboard as shown by the following screenshot.   5. Total Records : T otal number of documents present in the system displayed at the bottom of the documents table. 6.     Pagination : P agination 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. 17.2 Pre requisites to Create New Document Need to configure New Document (Certificates or  license) in settings. Settings -> Certificates & license -> Add New Document   1. Dropdown : To select category types of assets, agents, vendor. Select any category results will be display in below documents list. 2. Search : To search the document with name. 3. Add Button : To add the new document either Certificates or license. By default, certificate section will be highlighted. 3.1.   Add Certificate : Click on “add” button, below page will be display. Category field : Select any one category from the dropdown.  Tooltip icon : click on tool tip icon nearby “specification” field to view the specification concept for selected category. After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can display in first row of the table as shown by below screenshot. Every row of documents list has an option icon to edit or delete the document. 1. Edit : To edit/update the details in document (certificate). 2. Delete : To delete the document (certificate).   3.2.   Add License : Click on “add” button, below page will be display. Category field : Select any one category from the dropdown.  Tooltip icon: click on tool tip icon nearby “specification” field to view the specification concept for selected category. After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘license’ can display in first row of the table as shown by below screenshot. Every row of documents list has an option icon to edit or delete the document. 1. Edit: to edit/update the details in document (license). 2. Delete: to delete the document (license). 17.3 New Document Left menu ->  Certificates & licenses -> New Document In this page user can create following documents.         Certificates         licenses 17.3.1. Create New Certificate Left menu -> Certificates & licenses -> New Document -> Create Certificates Category : Select one category from dropdown Agent Name : Field display based on category selection, select any agent from search and add agent. Document details : By default, certificate option will be highlighted as shown by below screenshot. Select ‘document name’ from search bar which is configured earlier in settings. Fill the all-mandatory fields. 1. Choose File : To upload agent (selected in category) related documents.       2. Add Remarks : To add comments on this agent certificate.       3. Add New : To add new certificate or license under this agent. We can add multiple documents under this option.       4. Save : After filling out the all-mandatory fields save button will be enabled. Click on “save” button page will navigate to documents          list page and confirmation message “certificate or license created successfully” message will be display then saved ‘certificate’ can            display in first row of the table as shown by below screenshot .               17.3.2. Create New License       Left menu -> Certificates & licenses -> New Document -> Create License           Category : Select one category from dropdown Agent Name : Field display based on category selection, select any agent from search and add agent. Document details : By default, select License tab as shown by below screenshot. Select ‘document name’ from search bar which is configured earlier in settings. Fill the all-mandatory fields.     1. Choose File : to upload agent (selected in category) related documents. 2. Add Remarks : to add comments on this agent License. 3. Add New: to add a new certificate or license under this agent. We can add multiple documents under this option. 4.   Save : After filling out the all-mandatory fields save button will be enabled. Clicking on “save” button page will navigate to documents list page and confirmation message “certificate or license created successfully” message will be display then saved ‘ License can display in first row of the table as shown by below screenshot . 17.4 Document Detail View To view document details, click on any one document from the documents list. System will navigate to document view page. 18. Knowledge Base 18.1 Pre requisites to Access Knowledge Base Page When the option is enabled in the settings, the Knowledge Base module will be visible in the left panel. Settings -> Knowledge Base The left side menu is available, with the ‘General’ page highlighted by default. It has 2 features. General FAQ 18.1.1. General Settings -> Knowledge Base -> General Knowledge Base Status: When the option is disabled, the Knowledge Base module will not be visible in the left panel. View Knowledge Base     View Knowledge Base: When you click on that link, you will navigate to Knowledge Base page as shown by the below screenshot.             18.1.2. FAQ Settings -> Knowledge Base -> FAQ   1. Topics and Articles : User can manage FAQ content by using this feature. Topic will be listed on the sidebar of the knowledge base          page.    Articles will be listed within the specified topics.           1.1. View FAQ: Click on this link to view added FAQ’s in knowledge base page. The following page will         be displayed.       2. Add Topic : To add topic, click on “Add topic” button following page will appear. Fill in the mandatory fields and click on “save”       button.       Confirmation message “Topic created successfully” will be displayed and added Topic will be display in topics list as shown by the below screenshot. 1. Topic status: user can enable or disable the topic status. 2. Edit topic: user can edit or update the data in the topic   and user can also add article into this topic as shown by following image. 3. Add Article : To add the articles into topic. Fill in the mandatory fields and click on “save” button. The added article will be displayed in the ‘topic’ edit page. User can view the count of added article (s) in the ‘topic’ list. 18.2 Knowledge Base Dashboard Knowledge Base dashboard has the following features. The modules that were enabled earlier in the settings are displayed here.         FAQ : To view our curated FAQ for asseto products. The “Topics” that were added earlier in the settings -> FAQ are displayed here. 2. Case Archive : To search from our case archive to get your work done quicker. Select the desired fields to filter the cases from the left panel, then click the "Apply" button. The results will be displayed in the right panel of the Case Archive page. When you click on a case, the system will navigate to the Case Detail View page within the Case module as shown by the following screenshot . 3. Work Order Archive : To search from our work order archive to get your work done quicker. Select the desired fields to filter the work orders from the left panel, then click the "Apply" button. The results will be displayed in the right panel of the Work Order Archive page. When you click on a work order, the system will navigate to the Work Order Detail View page within the Work Order module as shown by the following screenshot .