Search Results

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...

Subscribers Module Dashboard:  The Subscribers Module Dashboard provides the information below.  Widget: To display the number of Subscribers against different types of plans and total number of subscribers. All Plan: To apply filter con...

Add New Subscribers:  Add a New Subscriber by navigating to Subscribers >> New Subscriber.  New Subscriber Page View:  Creating subscribing is a 5-step process. It includes:  Select Plan Subscriber Info Add-on Module Quotation ...

Overview:  Workflow is a systematic business activity which automates different processes to complete specific tasks in a specific period.  Key elements of describing a workflow process in business include:  Configure User Roles: To define the...

Workflow Dashboard:  Workflow dashboard displays the list of Workflows built by the developers. Below are the details displayed in a dynamic table.    Workflow Name: Name of the Workflow. Module Name: Name of the module for which the workflow is bu...

Create New Workflow:  Create new workflow option on a Workflow dashboard will direct to the below page. Below are the different parameters for creating the new workflow.    Workflow Name: User with the right permission ex: Super-admin, who creates the wor...

Dashboard has the following features. 1.      Statuses:  it shows the count of total number of BCA Projects in the system, total number of scheduled, in progress, pending                   approval and completed till date.         2.      Dropdown: To sear...

Need to configure Location, Components in settings, attach those components to assets while creating BCA project. Create agent with assessor role in agents module and onboard assets in assets module i.                 settings -> assets -> components Click on...

Using this option, the admin/user who creates the BCA project can choose from three methodologies: IMM, CIBSE, or JKR as shown by below screenshot. Methodology: There are three methodologies: IIMM, CIBSE, and JKR. The BCA project will be created based on on...

Note: This BCA project details view is available after the project has been created and before the completion of the assessment. Note: Currently, the asset status is set to "Not Started." Once the assessor completes the assessment, the asset status will be...

Step1: Project created by the user (admin). Step2: Selected assessor will notify in asseto mobile app. Login into asseto app and can view the project location and details, with the option to accept or reject the project.     Note: Only one Assessor will ac...

Once supervisor approved this project, In the project ‘details view page’ right corner user can view the “option icon” as shown by following screenshot and having following options.           Create Work Order: When a defect occurs with asset, a work ...

Dashboard: It contains widgets of statuses or statistics. It also contains the count against each status.   Widgets: To show the different status and count against each status. Visitors Pass Frequency: To show the statistics based on the frequency....

Pre-requisites:  Configure Location Configure Person in Charge General Configuration Visitor Check List Configuration Template Configuration  1. Configure Location: Location should be configured in My Organization settings:  A...