Service Spotlight: Asset Status Part 2: Setup

Getting started

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The first time you open the setup page, it will look like the image above; once you start adding assets, they’ll be listed on the table, as we’ll see later on.  To add a new asset click the “Add new asset” button; (You probably already worked that out for yourself.)





Fill out the asset form

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The next screen will allow you to enter the relevant information; note the mandatory fields with the red warning messages.

Most fields are self-explanatory, but the inspection items section probably needs some clarification.  Functionally, you write the name of the inspection item you wish to include with this asset, confirm it, and it’s added.  But what does it mean?

Let’s take a delivery truck as an example; When inspecting it, we want to make sure that special attention is paid to certain things: tires, windshield wipers, and headlights. (I know you’re probably thinking “But what about the cargo area, the windshields, and the tailpipe?” but it’s my imaginary company and we’re very relaxed about these things; we haven’t had any mishaps yet).

After we add these three items, you will not only see a list in that section, but when you actually perform inspections in the future, these items will be listed as special-attention items (more on this in the status control feature).



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At this point we get a confirmation message and our new asset is included on the table.  Note the green confirmation that Delivery Truck 1 was created.  Those notifications can be dismissed with the clear button.  Now you have more choices on this screen: you can add a new asset or you can click on the name of an already-existing asset to edit or delete it.





Once you have added your assets, you’re ready to use the Status Control page.  If your asset has a usage type, it is strongly recommended that you inspect it immediately after adding it. The reason will become clear in the next section.

Service Spotlight: Asset Status - Jump to other pages within this Spotlight:

  1. Introduction
  2. Setup
  3. Status Control
  4. Usage Statistics