3.2. Pre-Requisites For Asset Creation

To onboard the assets, you have to configure Asset category, Manufacturer, Model, Location, Currency, Roles, Skillset settings in the settings module.

·        Go to settings and open assets to configure Category, Manufacturer, Model.

·        Go to settings and open organization to configure Currency settings, Location, Roles.

·        Go to settings and open agents to configure skillset.

·     Go to agents and create new agents with roles to select supervisor and assignee from the dropdown while creating new asset.

·      Go to vendor module and create new vendor to select vendor from dropdown while creating new   asset.

 i. Go to settings and open assets to configure Category, Manufacturer, Model 

Settings -> Assets -> Category

Settings -> Assets -> Manufacturer:

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 for 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 the delete icon available in each row of model list.

ii.         Goto settings and open organization to configure Currency settings, Location, Roles and Resource Groups.

Settings -> My Organization -> Currency Settings:

Select your currency type from the dropdown as shown by the below screenshot.

Settings -> My Organization -> Location: 

Settings -> My Organization -> Building:

1.    Add Building: click on the add building button to create 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 edit already created building names by clicking on edit icon available in each row of building list.

6.     Delete Building: Here you delete already created building names by clicking on delete icon available in each row of building list.

Settings -> My Organization -> Floor:

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     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:

Settings -> My Organization -> Roles:

Here you can create a new role for users onboarding, which we can use in various modules like agents, assets 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: 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.

Settings -> My Organization -> Resource Groups:

User can create new resource group by clicking on the add resource group button, which we can  use in various modules like agents and 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: Here you can view the selected resource group which is created earlier.

3.      Edit: Here you can edit the selected resource group which is created earlier.

4.      Delete: Here you can delete the selected resource group which is created earlier.

iii.                Settings -> Agents -> Skillset:

    1.      Add skillset: Here you can add new skillset to use in various modules like agents and assets. To create a 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 in every row of skillset list.

    4.      Delete Skillset: You can delete the already added skillset by clicking on delete icons available in every row of skillset list.

 

iv.         Left Menu -> Agents -> New Agent:

Fill  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.