Admin Tools

• Account Settings
• Document Designer
• Form Designer
• Marketplace
• Report Designer
• Scheduled Jobs
• Security Roles
• Workflows
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• Guidance Documents

  • Azure Active Directory Configuration

Data Management Tools

• Bulk Delete
• Data Export
• Data Import
• Recycle Bin
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• Data Imports by Type

  • Asset Import
  • Contact Import
  • Make and Model Import
  • Telemetry Import
  • Telemetry Tag Import
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Functionality

• Calculated Fields
• Color Key
• Data Types
• Date and Time Formats
• Evaluate
• Sections and Attributes
• Telemetry Aggregation
• Variables
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Lists

• AI/ML Models
• Dashboard Templates
• Locations
• Manufacturer and Model
• Units of Measure
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• Categories

  • Form Categories
  • Report Categories

• Statuses

  • Asset Status
  • Contact Status
  • Document Status
  • Evaluation Status
  • Task Status
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• Types

  • Address Type
  • Asset Association Type
  • Asset Type
  • Contact Association Type
  • Contact Type
  • Document Type
  • Email Type
  • Evaluation Type
  • Phone Type
  • Role
  • Task Type
  • Telemetry Type
  • Work Type
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Records

• Assets
• Contacts
• Documents
• Evaluations
• Forms
• Notifications
• Reports
• Tasks
• Telemetry
• Work
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Support

• Quick Start
• Release Notes
• Support Tickets
• System Health
• Trek Quick Start
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• FAQs

  • How do I add the Assetas app to my phone?
  • How do I reset my password?
  • What do I do if I'm locked out?
  • What's a QR code and how do I use it?
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Trek

• About Trek
• Quick Scan
• Trek Data Synchronization
• Trek Differences from Online Application
• Trek Form Type Development
• Trek Menu
• Trek Quick Start
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User Tools

• Encoder
• Global Search
• My Preferences
• Switch Account
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Visualization Tools

• Dashboard Control Configuration
• Dashboards
• Explorer

• Report Types

  • Calendar Report Type
  • Chart Report Type
  • Fixed List Report Type
  • Map Report Type
  • Selection List Report Type
  • Single Value Report Type
  • Table Report Type
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