Assets are where you store all your plant and equipment and the information associated with them. Track the expires such as registration, insurance and service histories.

Assets list

  1. Click Assets & Tasks > Assets to see a list of all your assets.
  2. Click on the +Advanced Search button to do an advanced search including multiple criteria.
  3. Start typing in the search bar to filter the list or search for a specific asset, e.g. by name, description, rego, year, make, model or tag.
  4. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  5. Click the blue Edit button next to an asset to see the details for that asset.
  6. Click the light blue Journal Entries button next to a client to manage journal entries.
  7. Click on any row to make it editable in the list. Add or update what you need and click Save when you’re done.

Advanced asset search

  1. Click Assets  Tasks > Assets to see your list of assets. 
  2. Click on the +Advanced Search button to display advanced search fields.
  3. Enter one or more search criteria depending on what you want to see, then click the Search button

Export Assets

  1. Click Export to extract the asset list to an Excel spreadsheet.
  2. Click the Excel file at the bottom of the screen to open the spreadsheet.
  3. NB. This may appear slightly differently depending on your computer’s settings.
  4. All standard Excel functionality is available to view and analyse the data.
  5. Save the Excel spreadsheet.

Email asset documents

  1. Click Assets & Tasks > Assets > Edit to view and/or update details for existing documents for this asset.
  2. Click the Documents tab to view a list of documents for that asset.
  3. Click the context menu button next to a document in the asset’s document list.
  4. Click on the "Email this attachment" button next to the file attachment.
  5. You will see a popup email window.
  6. Enter one or more email addresses in the To box, with a comma in between each email address if more than one.
  7. Enter an email address in the Reply-to box. This is where any replies to this email will be sent.
  8. Enter an email subject and message to send with the attached document.
  9. Click the Send button when you’re ready to send the email.

View Asset Charts

  1. Click Assets & Tasks > Assets > Edit  to view and/or update details for an existing asset.
  2. Click the Charts tab.
  3. To view graphs relating to this asset:
  4. The default graph type is hours per task.If this is not what you want to see, click to select a different graph type from the dropdown list.
  5. The default start date is the first of the previous month and the default end date is today’s date.If this is not what you want to see, click to select a different start and/or end date using the dropdown calendar.
  6. When you are ready to display the graph based on your settings, click the Show button. If there is no data for the selected date range, you will see a blank graph.

View asset allocations

  1. Click Assets & Tasks > Assets > Edit to view and/or update details for an existing asset.
  2. Click the Allocations tab to see this asset’s allocations for the past month, split into separate lists for Wet Hire and Dry Hire allocations. Pending allocations are shown in amber, confirmed allocations are green.
  3. Click on the link in the Client Name column to open the order.

View asset form results

  1. Click Assets & Tasks > Assets > Edit to view and/or update details for an existing asset.
  2. Click the Form Results tab to view a list of all form results received for this asset. The list will include all form types where the form design includes ‘asset’.
  3. The default filter for form results in the list is from two weeks ago to the current date, based on the date submitted. To change this, select a different date range in the dropdown calendar, then click the Search button.If you select a start date later than the end date, the end date is set to be the same as the start date. If you select an end date earlier than the start date, the start date is set to be the same as the end date.
  4. Click to select a specific form from the dropdown list if you want to see only results for that form type.
  5. Click Search if you have changed the filter criteria.
  6. Start typing in the search bar to filter the list or search for a specific form result/s, e.g. by form title or submitted by.
  7. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  8. Click on the dark blue Status [Assignee] button to update the form result status or reassign form results to another Dashboard user.
  9. Click the context menu (3 dots) to edit, delete or add a journal entry to the form result.

Delete an Asset

If you delete an asset it will be removed from the assets list permanently and it will also be removed from any tasks that use that asset. Deleted assets are no longer available to select in the dropdown list of assets when adding or updating a task.

  1. Click Assets & Tasks > Assets > Delete 
  2. You will see a message saying “This will delete the Asset and all other related items. Are you sure you want to delete [asset name]?” Click OK (or cancel if you’re not sure).

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