• Assets: Overview
  • Text Guide
    • Navigate to the Assets page
    • View by serial number

Assets: Overview

Assets are the resources owned by companies which can be hardware (temperature loggers, fridges, laptops), software (Excel) and it belongs to the Domain and/or Entity. The asset management feature helps users to track and monitor assets. Asset features will be available only after enabling Asset management service under Configuration > Asset. The Asset module comes under master data setup and contains listing, creation/edit options and bulk upload options. Assets created in the domain, will be visible to that domain and all its parent domains. Assets can be of two types, and their properties vary based on the type:

  • monitoring assets (eg. ILRs, deep freezers)
  • monitored assets (eg. temperature loggers)

Navigate to the Assets page

  1. Click on Setup on the main menu
  2. Click on Assets in the drop-down menu
  3. View a list of existing assets

View by serial number

  1. Enter the name of the material to search, even a partial string is enough
  2. Click on the search icon

3. View all the assets with serial numbers that match the search string 

4. View the total number of assets with serial numbers that match the search string

5. Use the checkbox to select an asset

6. If the domain icon shows instead of a checkbox, that indicates that the asset belongs to another domain. Hover over the icon to discover which domain it belongs to

7. Assets are listed by order of their serial number

8. View the serial number of all the assets

9. Click on the unique asset serial number

10. View the asset information page

11. View the asset type: deep freezer, ILR, temperature logger, walk-in cooler, walk-in freezer

12. View the entity where the asset is placed

13. Click on the entity name

14. View entity details. You can click on the Assets tab to view all the assets associated with the entity

15. View the name of the person who last updated the record

16. Click on the name to view user details, if you have permission

17. Click on the Export button to export the record to the registered email address (See article "How to export assets?")

18. Click on the Reset button to reset all filters