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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...

2. Agents

This module enables users to onboard new agents. The Agents module includes the following features: New Agent Bulk Upload

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...

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

5. Cases

To create cases

6. Work Orders

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 informa...

8. Reports

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. B...

10. Work Permit

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...

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 as...

13. Workflow

14. Subscribers

A subscriber here is a person who has opted-in to receive a product or service.

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 statuse...

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. Search User can search for any specific agent with their names. 2. Filter By using this feature, the user can refine the se...

2.2 Pre-Requisites For Agent Onboarding

User Guide V1.0 18. Knowledge Base

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 t...

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 ...

18.2 Knowledge Base Dashboard

User Guide V1.0 18. Knowledge Base

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 d...

17.1 Certificates & License Dashboard

User Guide V1.0 17. Certificate & Licenses

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 se...

17.2 Pre requisites to Create New Document

User Guide V1.0 17. Certificate & Licenses

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 documen...

Settings Overview

Every module has a separate configuration in settings by respective section.

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 r...

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 ...

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...

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...

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 ...

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...

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...

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.

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 b...

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.

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 ...

6. Work Orders