Asset Manager

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The Asset Manager tool is a powerful tool used to isolate one asset-related data set at a time for more efficient updates.

Locate the Asset Manager

  1. Expand the “Configuration” menu on the sidebar navigation.
  2. Expand “Bulk Tools”.
  3. Select the “Asset Manager” menu. On the next page, populate the following filters where appropriate.

Configure the Asset Manager

  1. Within the Data Type Section, select the desired Data Type.
  2. Depending on your selection, the following field will appear. Below are the options:
    • Attributes | Asset Attribute Type: Select the type of attribute that describes the stored data.
    • Details | Asset Detail: Select the asset detail item.
    • Properties | Asset Property Type – Select the type of property that is linked to this value.
      • NOTES
        • To get a pure search (without extra type filters) then choose the data type of Details > Name (which applies to every type)
        • If you select an attribute or property, then the list is further filtered to only show the asset types where those apply.
  3. Within the Asset Filters section, define the filters to return your desired asset list.
    • Type: Select from the asset type dropdown list. The result list will only show items that match the selected type.
    • Status: Select from the asset status dropdown list. The result list will only show items that match the selected status.
    • Model: Select from the asset model dropdown list.  The result list will only show items that match the selected model. The dropdown is an Asset Type-organized list of Manufacturer and Model combinations.
    • Text Contains: Enter any text string. The result list will only show items that contain the text you enter in the name or description fields.
    • Data Status: Select blank only to display rows where the data is missing. Select blank and non-blank to display all rows.
  4. Once your desired data type and asset filters are in place, select Search. There are also options to reset your filters and to bookmark your criteria. 

Update the Asset Information

After searching, an asset table will appear within the resulting Asset List, with a list of assets that meet the filter criteria. The table will also include supporting information with editable cells for the data type selected.

  1. Double-click in the desired field to enter edit mode.
  2. Enter the desired value. This will overwrite any previously existing value.
  3. Tab away from the cell, select enter, or click out of the cell to enable Assetas to register the new value. Note that updated cells have a newly applied green background.
  4. Validate your updates.
  5. When ready, select the “Update” button in the top left corner of the table. You may also “cancel” the unsaved updates if desired.

Important Notes

Asset Manager is a powerful tool and should be used appropriately. Review your selections and entries very carefully and select “Update” often to save your work to the Assetas database.

  1. User may enter new values of the same type more quickly by pressing “Enter” to move directly to the next row.
  2. Assets will be included whether there are existing values or not.
  3. When there are no unsaved changes, users may sort columns by select the column header, as well as filter results using the filter icon of that column, including the column to be edited.
  4. Users may directly open asset records by clicking the links within the table.
  5. This tool will honor the data type requirements of the given field. For example, Assetas will not allow text characters where numbers are required, nor will it allow values that do not honor the field’s maximum or minimum limits.
  6. Select the print icon at the top right of the Asset List to print the results.
  7. This tool does not include any drag-and-drop functionality, bulk selects, or bulk updates intentionally – please connect with your Assetas representative to seek dedicated bulk import tools.
  8. When you enter an unsaved change, and do not select the “Update” button, all changes since the last “Update” selection will be lost if you select a link that navigates away from this page.
  9. When attempting to update an active date to after an inactive date or setting an inactive date to before the active date, Assetas will retain the original unchanged date and update the new value to match the other. There is no notification to the user when this logic is applied.

Custom Filters

Assetas supports the addition of asset attributes and parent asset attributes in the URL query string for custom Assetas Manager development.

To add an asset attribute custom filter, append the following to the URL query string:

&FilterAssetAttributeTypeID=<insert attribute type ID>&FilterAssetAttributeValue=<insert attribute value>

To add a parent asset attribute custom filter, append the following to the URL query string:

&FilterParentAssetAttributeTypeID=<insert attribute type ID>&FilterParentAssetAttributeValue=<insert attribute value>

You may append as many ID/value pairs as you’d like.

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