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Stock Update dashboard has the following features. 1.       Search: User can search for any specific file with their title. 2.       Stock Update table: User can view your uploaded csv files with a link to download to your local pc. 3.      Total records:...

Case basically means a Complaint, enquiry, incident or a service request. This module is used in different scenarios like, raising an issue related to the quality or functionality of any Assets or facilities, asking about the things related to the scope of ass...

The Case dashboard provides an overview and statistics of all the Cases generated in the module. Below are the details displayed on the Case dashboard. Widget: Different status and the number of cases against the statuses in the module. Case summ...

Pre-Requisite for Case Creation: Before creating Case below configurations should be done on Case settings. The configuration includes:  Case type configuration.  Case sub type configuration.  SLA configuration.  Agent configuratio...

New Case Creation.  To create a new case, navigate to Case Menu >> New Case. New Case page will be displayed.    Create Case by Asset:  Asset Name: To select Asset name to create Case. Add Asset: To add the selected Asset name to create Case...

Case Details Page View:  Case details page provides a detailed view of the Case. The field valued filled during Case creation can be viewed in the details page. Additionally, it provides information on recent activities of the specific Case along with the tim...

Overview:  A Work order serves as a formal document used in various sectors to instruct specific tasks to complete within a specific period. Work Orders provide clarity, accountability, and proper execution of work within an organization. 

Work Order Dashboard:  By clicking on the Work Order module from the platform, the Work order list dashboard will appear. The dashboard contains the following details below:  List of Work orders for Today (Current day) / Week / Month / Year based...

Prerequisites  Location Configuration:  It's important to configure Location in the Work Order creation process, for identifying work location and to identify the Agents available to take up the task in the specific location to expediate the task completion....

Work Order Flow: New Work Order:  Navigate to Work Orders >> New Work Order to create new Work Order.    Create New Work Order:  Ad-hoc / Open: To create an ad-hoc or open work orders.  Parent: To create parent work order. One Parent ...

Bulk Upload:  This feature is to create work orders in bulk.  Bulk upload is a 3-step process. The following are the steps followed in Work order bulk upload.  Preparation: Bulk Upload template can be downloaded. Pre-Check: To check for any errors...

The timeline page will display previously created roster/shifts. It will include views for daily, monthly and weekly schedules, allowing us to track all types of agents and shifts. The roster will be utilized to manage and display information on agent availabi...

To create a new roaster, we must configure shift name and their corresponding timings in the settings and then onboard agent in agents module. 7.2.1. Create Shift  Settings -> Shift Roster -> Add (New Shift) Users can configure the shifts, which will be uti...

Left Menu -> Rosters -> New Roster: By using this feature, we can create a new roster and assign a single shift to one or more users/agent. The “save” button will only be enabled once all mandatory fields have been completed. Click on “save”, a confirma...

By using this feature user can edit/update the shift details. Click on the shift name and then tap edit icon, system will navigate to edit roster/shift page. Update field data as per your need. Click on the save button. A confirmation message “Shif...

This feature is helpful for supervisors, as it allows them to apply for leave both for themselves and for their agents with this asseto application. This module has 2 features.          1.      Apply agents leave          2.      Apply Self-Leave        Le...

Download the CSV file, complete the required fields and upload it to assign multiple shifts to multiple users simultaneously. Left Menu -> Rosters -> Bulk Upload It has 3 sections, those are 1. Preparation: To download the bulk upload template. 2. Preche...

Overview:  Reports are a form of an official documents, or a statement consists of information's based on User requirements. Users can extract the data using a pre-built template to extract customize it. 

Reports Dashboard:  All Reports: To view all reports in the dynamic table. Pinned: To view only pinned reports in the dynamic table. Templates: To view the report templates. Users can view the report template available in the system and customiz...

New Reports:  Generate new report by navigating to Reports >> New Report      New Report Creation Page:  Report Name: To define the report name. Category: To select the category for which the report needs to be generated.   New: To create a n...