Categories

34 views April 17, 2017 jpajaro 0

Asset categories

Asset Categories provide an easy way to group many different assets together by type. All assets that fall under a category will have the same customizable fields visible on their detail screen and any Notes or Documents attached to the category will appear with the asset as well:

asset categories

Asset Categories screen

Categories themselves can have parent categories and child categories. For instance, you may want to set up a parent category of “Field Vehicles”, containing smaller (but still broad) categories of “Trucks”, “Trailers”, “Passenger Cars” – each of which hold their own particular individual assets:

new category

New Asset Category window

Categories can each be designated as a certain business unit, so that the assets within will only be visible while creating a Work Order using that business unit.

If the category you’re creating is a smaller subset of a larger category, choose the larger  “Parent Category”.

You can assign Certifications – e.g., “Valid CDL” or “30 hour OSHA Outreach Training”. If you assign an Employee to operate an asset with a Certification, that Employee must have the matching Certification (see “Employee Certifications“), or a warning message will appear.

“Activities Required” defines what measurements of usage the assets need to record. Some examples of such measurements includes: “Mileage”, “Meter Hours”, “Utilization Hours”, etc. (Administrators: See “Asset Activities” for more).

Checking the box that reads “Top Level” will allow the asset to be sorted using the “Top Level” search filter on the asset listing page.

To choose which additional fields should be visible or mandatory to assets contained within the category, simply check the boxes on the row next to the relevant data field.