Adding a new Asset:

STEP BY STEP:

• To add a New Asset – Go to ASSET MAINTENANCE on the side menu.
• Expand the Menu and click on Assets.
• Above the Search Filters – Click on ADD NEW ASSET button.

• Add your own Asset ID (This was purposely not automated as many clients like to structure their numbers to their needs).
• Title – Add a descriptive Asset Title.
• Select the Manufacturer from the drop down list – NOTE:  If a specific manufacturer is not there, they will need to be added in the Asset Admin area.
• Model and Serial Number, these are optional as some assets for example Ladders may not have numbers.
• Select your SITE, DEPARTMENT AND LOCATION.  Use these mainly for the location of the asset and who is responsible for it.
• Select the Asset Type – IE:  Forklift – Electric.  NOTE:  If a specific Type is not there, they will need to be added in the Asset Admin area.
• Select the General Condition of the Asset – this is the overall current condition.
• Select the Maintenance Service Type IE:  Visual Inspection, Test and Tag, Mechanical Inspection.
• Enter the Maintenance Frequency of Services in Month (How often is the inspection / service required).
• Enter the Services Start Date.  This is CRITICAL the date entered will be the trigger for Maintenance Services.
• Enter any additional comments.
• Upload images of the asset.
• Click SAVE.