3.2. Pre-Requisites For Asset Creation

To onboard assets, the assets,following youconfigurations havemust tobe configurecompleted in the settings module(Asset category, Manufacturer, Model, Location, Currency, Roles, Skillset settings in the settings module.Skillset.:

·

• Go to settingsSettings and open assetsAssets to configure Category, Manufacturer, and Model.
  
  

·       

• Go to settingsSettings and open organizationOrganization to configure Currency settings,Settings, Location, and Roles.
  
  

·       

• Go to settingsSettings and open agentsAgents to configure skillset.
  Skillset.
  

·     

• Go to agentsthe Agents module and create new agents with rolesroles. 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 supervisor and assignee from the dropdown while creating a new asset.

·i.     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

1.       .    Add Asset Category: HereEnter youthe can type Categorycategory name in the text box and click onthe “add"Add category”Category" button to create an individual Category.category.
2.       .     Asset Category Bulk Upload:Upload: Click onthe bulk upload button to create multiple Categoriescategories at aonce. time,Download downloadthe csvCSV filefile, fill in the data, and fill    the data then upload.upload it.
3.       .       Search: you can searchSearch for any category withby a categoryits name.
4.            Edit Asset Category: HereEdit youan can editexisting category which is created earlier by clicking onthe edit icon availablenext eachto rowthe of desired category in the list.
5.          Delete Asset Category: HereDelete youan can delete the already createdexisting category by clicking onthe delete icon availablenext eachto rowthe of desired category in the list.

Settings -> Assets -> Manufacturer:

1.       .      Add Manufacturer: HereEnter youthe can type Manufacturermanufacturer name in the text box and click onthe “add"Add manufacturer”Manufacturer" button to onboard onboardan individual manufacturer.
2.       .      Bulk Upload Manufacturer: Click onthe bulk upload button to onboard multiple Manufacturer’smanufacturers at aonce. time,Download downloadthe csvCSV filefile, fill in the data, and fillupload the data then upload.it.
3.       .      Search: you can searchSearch for any manufacturer with the manufacturerby name.
4.              Edit ManufacturerManufacturer: :Edit Herean youexisting can edit the already created Manufacturermanufacturer by clicking onthe edit icon availablenext eachto rowthe ofdesired manufacturer Manufacturerin the list.
5.              Delete ManufacturerManufacturer:: HereDelete youan canexisting delete the already created Manufacturermanufacturer by clicking on the delete icon availablenext to the desired manufacturer in each row of Manufacturerthe list.

Settings -> Assets -> Model:

1.

 
1. Add Model:Model: HereEnter you typethe asset model name in the text boxbox, select the manufacturer, and select manufacturer then click onthe “add"Add model”Model" button to create a new model.

2.     

2. Bulk Upload Model:Model: YouClick canthe bulk upload button to create multiple models at aonce. timeDownload bythe clickingCSV onfile, bulkfill in the data, and upload button,it.
download csv file and fill the data then upload.

3.     

3. Search boxBox: You can searchSearch for any model withby modelits namename, and the results will be displayed in belowthe table.
   table

   4.below.

 
4. Edit Model:Model: YouEdit canan edit the already createdexisting model names by clicking onthe edit icon available in each row of the model list.

5.    

5. Delete Model:Model: YouDelete canan delete the already createdexisting model names by clicking on the delete icon available in each row of the model list.

ii. GotoGo settingsto andSettings open-> organizationMy Organization to configure Currency settings,Settings, Location, RolesRoles, and Resource Groups.

• Settings -> My Organization -> Currency Settings:
  Settings
• Select yourthe currency type from the dropdowndropdown, as shown byin the belowfollowing screenshot.

Settings -> My Organization -> Location: 

Settings -> My Organization -> Building: 

1.

1. Add Building: clickClick on the add"Add buildingBuilding" button to create individual building name.names.

     When clicking onthe “add"Add building”Building" buttonbutton, the following page will appear,appear. fillFill in the mandatory fields thento only save button will be            enabled.  Click onenable the save"Save" buttonbutton. yourAfter clicking the "Save" button, the building details will be saved and displayed in the table first row.row of the table.
   



2.     

2. Bulk uploadUpload Building:Building: clickClick onthe bulk upload button to create multiple buildings at aonce. time,Download downloadthe csvCSV filefile, fill in the data, and fillupload theit.
data then upload.

3.     

3. Export buttonButton: toDownload downloadthe QR list (buildings),of youbuildings, canwith options to export aseither with image or without image.

4.     

4. QR: clickClick onthe QR icon and Scanscan the QR code to view thatthe building name along with its location.

5.      

5. Edit Building: HereEdit you edit already createdexisting building names by clicking onthe edit icon available in each row of the building list.

6.     

6. Delete Building: HereDelete you delete already createdexisting building names by clicking onthe delete icon available in each row of the building list.

Settings -> My Organization -> Floor:

When clickthe on"Add “add floor”Floor" button is clicked, the following page will appear,appear. fillFill in all the mandatory fields thento only save button will be enabled. Click onenable the save"Save" button. After clicking the "Save" button, yourthe floor details will be saved and displayed in the table first row.row

of

the

table.

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.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: 

HereHere, youusers can create a new role for users onboarding, which we can usebe inused across various modules likesuch agents,as assetsagents and asset creation.

1. 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. 2.    Permissions: YouPermissions can givebe permissionsassigned to role,a clickrole by clicking on editthe permissions"Edit buttonPermissions" selectbutton. checkSelect boxesthe checkboxes to givegrant permissions for selectedthe role which ispreviously created earlierrole, as shown byin belowthe screenshot.
   screenshot below.

Settings -> My Organization -> Resource Groups:

UserThe user can create a new resource group by clicking on the add"Add Resource Group" button. This resource group button, which we can then usebe inused across various modulesmodules, likesuch as agents and assetsasset creation. 

1.

   
1. Add Resource Group: When youthe click"Add onResource “add resource group”Group" button is clicked, the following page will be displayed,displayed. fillFill in all the all-  mandatory fields thento onlyenable savethe button"Save" willbutton. beClick enabled,the click on save"Save" button to save the resource group.

   

2.     

2. View: HereView youthe candetails viewof the selected resource group whichthat iswas created earlier.

3.     

3. Edit: HereEdit youthe candetails editof the selected resource group whichthat iswas created earlier.

4.     

4. Delete: Here you can deleteDelete the selected resource group whichthat iswas created earlier.

iii.               SSettingsettings -> Agents -> Skillset:

  1.     
1. Add skillset:Skillset Here you can add new skillset to use in various modules like agents and assets.: To create a new skillset, you can type the skillset name in               skillsetthe text box thenand click onthe “add"Add skillset”Skillset" button.

    2.     

2. Skillset Bulk Upload: To create multiple skillsets at a time,once, click onthe bulk upload button,button. downloadDownload csvthe fileCSV andfile, fill in the datadata, then and upload the file to save multiple skillsets.

    3.     

3. Edit Skillset: YouEdit canan existing skillset by clicking the edit icon in each row of the skillset whichlist.
is added earlier by clicking on edit icons available in every row of skillset list.

    4.     

4. Delete Skillset: YouDelete canan delete the already addedexisting skillset by clicking onthe delete icons availableicon in everyeach 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.