Assets represent the equipment (tools, devices, etc.) registered in the Trackinno asset management service. On the Assets page you can view a list of assets and edit the assets’ information.
This article about the Assets page includes:
- Asset information
- Quick filter and advanced filtering
- View options
- Selection tools
- Adding a new asset
- Adding a new group
Click the links above in order to read about the topics.
Click Assets on the left sidebar to see the list of your assets. By default, asset list has six data fields: ID, model, holder, status, labels, and return date. You may also have other data fields in the list, such as description or maintenance date. You can manage the data fields in the Settings menu (opens by clicking your email address on the upper right corner), if you have at least Manager user role privileges.
You can select the number of assets shown in the list below the list on the left. You can scroll the list horizontally using the scroll bars both above and below the list. You can order the list by a certain column by clicking the column header. In the columns, by which the list can be ordered, the headers are shown as links.
You can view the asset informaton by clicking an asset’s model on the asset list. On the left, you can view and edit the asset information. The Manage properties button allows you to add new data fields to the asset information. You can also view the usage information and add a new usage or make a reservation. In addition, you can add labels or attachments to the asset information. Save the changes on the lower left corner.
On the right, you can see the asset’s Timeline, which shows the usages and side events of the asset. Add a comment to the timeline in the New comment section. Instead of timeline, you can also use the Calendar view.
Find the Use as template button by clicking icon next to the asset’s name. The button allows you to use the asset’s information as a template when creating new assets.
Quick filter and advanced filtering
On the Assets page you can use both Quick filter and Advanced filtering to search for assets. When using the Quick filter, simply insert a keyword into the filter field. By using the Advanced filtering feature, you can filter the list by columns. After adding a filter, the used filter is shown above the list. You can add more filters or remove filter by clicking the icon.
The View options button allows you to determine which data fields are shown on the asset list and in which order. You can also select Show deleted function, which shows the deleted assets on top of the list.
Select an asset or assets on the list by clicking the checkboxes. By selecting assets, several function buttons appear above the asset list. By using the Show only selected feature, you can easily show the assets selected from different pages of the list.
The Bulk edit button enables the editing of many assets simultaneously. You can also attach files to multiple assets or delete multiple assets.
The Other actions button allows you to create a usage, make a reservation, or create a side event for the selected assets. It also reveals the Show in calendar button (shows the asset’s usage schedule in a calendar view) and the Export button (export the selected asset’s information to different file types).
You can also utilize the Export all function, which you can find by clicking the icon next to the New group button.
Adding a new asset
You can create a new asset by clicking the New asset button on the upper right corner. Fill in the asset information. If you want to create many assets with the same information, add the wanted number of copies in the Copies field. Finish up by clicking the Create asset button.
Adding a new group
You can create a new group by clicking the New group button on the upper right corner. Fill in the group’s name and add assets to the group. Finish up by clicking the Create button. You can view and edit groups on the Groups column on the asset list.