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Assets

Intro​

Before begining the create new asset process, Planner need to know that there are 2 methods of inserting a new asset:

  1. First, inserting them manually by clicking on the + CREATE button.
  2. Second, insert it using the Import Excel function by clicking the IMPORT EXCEL button.

To do the manual process Planner can see this instruction below.

If by any chance Planner want to enter it by using the IMPORT EXCEL function, Planner needs to follow the instruction that are available using this link --> Import Pre-Made Data.

Add/Create New Asset​

1. Go To Asset Page​

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  1. Planner can go to the Asset page by clicking the Subsystem button loacated under the Assets menu.

2. Create New Asset​

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  1. Planner choose on what type of the equipment are the asset into. Planner can choose the type from the dropdown list.
  2. Planner inserting a name for the Asset.
  3. Planner inserting a code that represent the name inserted before.
  4. Planner can give a short description about the Asset.
  5. Planner choose on where the equipment are gonna be, from the Department listed on the dropdown list.
  6. Planner can choose what type are the Asset will it be, from the dropdown list.
  7. Planner can give an Asset Tag for the Asset that gonna be added.
  8. Planner choose on where the Asset will be located at, from available location inside the dropdown list.
  9. Don't forget to turn on the status switch to active, so then when the Super Admin/Planner/Section Head want to create a new schedule for the Asset it can be used right away.
  10. If the Planner already make sure on the data that was inserted, Planner can click on the SAVE button.

3. Create New Asset Finished​

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  1. The Create New Asset process finish, marked with the notification the USER got, which is Data asset created!.

Edit Existing Asset​

1. Choose Asse That Need to Edit​

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  1. Planner choose on what Asset needs to be edited.
  2. After clicking on the Three-Dot action menu Planner then can click on the Edit action menu.

2. Choose What Field Need to Edit​

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  1. Planner can edit the Asset where it needed.
  2. Planner can edit the Asset where it needed.
  3. Planner can edit the Asset where it needed.
  4. If Planner already make sure that the data inputed correctly, Planner can click on the Save button.

a. Deactivate Asset​

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  1. Planner can flick the Status switch to off, if Planner want to deactivate the Asset.
  2. Planner then can click on the SAVE button to saving the Asset on an Inactive status.

b. Asset Deactivated​

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  1. After Planner deactivate the Asset, a notification will come out, which is Data equipment [number] updated!, it means the Edit process are successfully save.
  2. To make sure even more, Planner can check on the Status column of the which Asset to see if it is on an Inactive state.

3. Confirm Edit​

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  1. After Planner click the SAVE button, a notification will came out which is Data equipment [number] updated!.
  2. To make sure even more, Planner can check on the list of the Asset if the edited part are updated on the list or not.

Delete Existing Asset​

1. Choose Asset That Need to Delete​

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  1. Planner choose on what Asset needs to be delete.
  2. After clicking on the Three-Dot action button Planner then can click on the Delete action menu.

2. Delete Asset​

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  1. After clicking on the Delete button, a confirmation popup will be shown. Planner can choose DELETE button to confirming it.

3. Confirm the Deleteion of Asset​

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  1. Planner will got a notification Data equipment type [name] deleted!.
  2. Planner can check on the list, if the deleted part still on the list or not.