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

1. Add Asset Category: Enter the category name in the text box and click the "Add Category" button to create an individual category.
2. 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.
3. Search: Search for any category by its name.
4. Edit Asset Category: Edit an existing category by clicking the edit icon next to the desired category in the list.
5. Delete Asset Category: Delete an existing category by clicking the delete icon next to the desired category in the list.

Settings -> Assets -> Manufacturer:

1. Add Manufacturer: Enter the manufacturer name in the text box and click the "Add Manufacturer" button to onboard an individual manufacturer.
2. 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.
3. Search: Search for any manufacturer by name.
4. Edit Manufacturer: Edit an existing manufacturer by clicking the edit icon next to the desired manufacturer in the list.
5. Delete Manufacturer: Delete an existing manufacturer by clicking the delete icon next to the desired manufacturer in the list.

Settings -> Assets -> Model:

1. 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.
2. 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.
3. Search Box: Search for any model by its name, and the results will be displayed in the table below.
4. Edit Model: Edit an existing model by clicking the edit icon in each row of the model list.
5. 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: 

1. 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.

   

2. 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.
3. Export Button: Download the QR list of locations, with options to export either with image or without image.
4. QR: Click the QR icon and scan the QR code to view the specific location.
5. Edit Location: Edit existing locations by clicking the edit icon in each row of the location list.
6. Delete Location: Delete existing locations by clicking the delete icon in each row of the location list.

Settings -> My Organization -> Building: 

1. 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.
   
2. 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.
3. Export Button: Download the QR list of buildings, with options to export either with image or without image.
4. QR: Click the QR icon and scan the QR code to view the building name along with its location.
5. Edit Building: Edit existing building names by clicking the edit icon in each row of the building list.
6. Delete Building: Delete existing building names by clicking the delete icon in each row of the building list.

Settings -> My Organization -> Floor:

1. 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.
2. 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. 
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: 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.

   

2. 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.
3. Export Button: Download the QR list of rooms, with options to export either with image or without image.
4. QR: Scan the QR code to view the room along with its associated building and location.
5. Edit Room: Edit existing room names by clicking the edit icon in each row of the room list.
6. 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.

1. 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.
2. 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.

1. 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.
2. View: View the details of the selected resource group that was created earlier.
3. Edit: Edit the details of the selected resource group that was created earlier.
4. Delete: Delete the selected resource group that was created earlier.

iii. Settings -> Agents -> Skillset:

1. Add Skillset: To create a new skillset, type the skillset name in the text box and click the "Add Skillset" button.
2. 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.
3. Edit Skillset: Edit an existing skillset by clicking the edit icon in each row of the skillset list.
4. 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.

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