How do I use the Assets Explorer?

How do I use the Assets Explorer?

The asset explorer allows you to get an overview of the asset, avoiding having to consult several lists.

As well as displaying descriptive information, by selecting the asset in the explorer you will also have access to the work information created for the asset in question, namely: the number of orders, preventatives, and WOs.

This feature is available in Assets | Assets Explorer and is only accessible to the Administrator profile.

Here you can see the assets structure by company:

  1. The first level displays the assets with no parent asset;
  2. When there are child assets, you can expand and see their information.

If you click on a card, the application opens a side panel with all the detailed information regarding the last 10 orders/preventives/WOs.

 

Creating assets from the explorer

In the assets’ explorer, as well as having an overview of the company's assets, you can also create equipment or locations.

To create an asset, select the asset you want on the tree and click on the "..." icon. If the selected asset is:

  1. a location, the new asset will inherit that location;
  2. an equipment, the new asset will inherit that parent equipment.

    • Related Articles

    • How do I inactivate assets?

      This operation makes it easier to inactivate a set of assets and corresponding child assets. To access this option on the equipment or tool view screen, select the option Deactivation History. There are 3 asset inactivation modes: Dispose (this ...
    • How do I create assets?

      The creation of Assets is a critical step for the configuration of the system. These are the assets which will be subject to maintenance. To create an equipment/tool, select the option Assets | Equipment or Assets | Tool: The list of equipment or ...
    • How to associate assets to workshops?

      For bigger clients with several workshops, there is frequently the need to specify assets (equipment, tools and locations) that each workshops have access to. Using this feature, the user can specify the assets associated to each workshop. When ...
    • How do I view the down time history?

      On this list, it is possible to view information on the total down time for assets (equipment or tool) and locations, by adding the work order and request columns it is possible to view the down time reports that originated on the request or on the ...
    • How can I see the list of down times?

      On this list, it is possible to view information on the total down time for assets (equipment or tool) and locations. By adding the work order and request columns it is possible to view the down time reports that originated on the request or on the ...