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.
Note: Asset details will be auto-filled by the system
Fill the all-mandatory fields then only save button will be enabled.
Click on “save” button, confirmation message “work order created successfully” message displayed and system will navigate to work order detail view page as shown by following screenshot.
User can view the Work order details for an asset in the work order view page as shown by following screenshot.
Step3: User can view the work order for an asset in the work orders section of asset view page as shown by the following screenshot.
3. Case Section: Here user can view all the associated case with the asset.
Here we have a feature to create a new case for an asset using the “New Case” button (as shown in the above screenshot). Clicking this button will navigate you to the New Case page, where the asset details will be displayed, allowing you to create 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.
Step1: Add a Case type, Case sub type, SLA Configuration, Case owner Auto assignment, Agent configuration, Case association configuration in the settings module Case section. Create an agent with case owner role to assign the case owner auto assignment while creating a case. Configure resource groups in the settings -> my Organisation feature.
Step2: 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 “Case” button to create a case under this asset.
Asset Details are auto filled by system.
Next
Fill the all-mandatory fields then only save button will be enabled.
Click on “save” button, confirmation message “Case created successfully” message displayed and system will navigate to Case detail view page as shown by following screenshot.
User can view Case details for an asset in the case details view page as shown by following screenshot.
Step3: User can view the case details under the asset in the asset module case section as shown by the following screenshot.
4. Finance Section: Here users can view financial information of the asset. Users can refine the data for 3M, 6M, 1Y or can customize the dates to view the finance over the period. Based on the selection the graph would show the relevant data. We can view this asset maintenance cost and asset depreciation rate as shown by below screenshot.
5. Relocation Section: Here user can view the already raised relocation requests. By clicking on “New Request button” user can raise the new request system will be redirected you to 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.
Step1: 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.
Step2: 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.
Above Details are auto filled by system.
Fill the all-mandatory fields then only save button will be enabled.
Click on “save” button, confirmation message “work order created successfully” message displayed and system will navigate to work order detail view page as shown by following screenshot.
Work order for relocation, details view page as shown by following screenshot.
Step3: User can view the relocation request under the asset in the work orders section as shown by the following screenshot.
6. Inventory Section: all the inventories associated with this asset will be displayed in this section.
Users can add new inventories by clicking on “New Inventory” button system will be redirected to new inventory page.
Please follow the steps below to tag the inventory to the asset.
Note: For more information, please refer to sections 4.2, "Pre-requisites for Inventory Creation," and 4.3, "New Inventory," in the “4. Inventories” module.
Step1: Add a new “SKU” in the Inventory feature within the Settings module as shown by the following screenshots.
Fill the all-mandatory fields and click on “Add SKU” button, confirmation message “SKU registered successfully” will be appear. The registered SKU will be displayed at the top of the SKU table.
Step2: 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 asset.
Note: The “Asset Tagging” field is automatically populated by the system. Fill the all-mandatory fields then “save” button will be enabled.
Click on “save” button, confirmation message “Inventory registered successfully” will be displayed and navigate to inventory view page.
Step3: To view the inventory tagged to an asset, navigate to the Assets module, select the asset to view its details, and then go to the Inventory section.
7. Documents Section: Here user add documents using “New Documents” button and user can view documents already attached documents. Existing documents will be downloaded by using the download button as shown by following screenshot.
8. E-ptw Section: (electronic permit to work) for this asset.
9. Asset QR Code: To download the QR code.
When you click on the QR code icon, the QR code window will be displayed with the QR code and download, QR code button to download the QR.
10. Asset Edit: to edit/update the asset details, when you click on edit icon system will navigate to edit asset page.
11. Comments Section: Here user can add new comments.
12. Active log section: all activities on the selected asset would be recorded here.
