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Metrikon

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Assets

Assets

Asset Management

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Adding and Managing Assets

  1. In the main menu, click on Assets.
  2. Click the New button.
  3. Enter asset details in the respective fields.
  4. If necessary, click More and add additional details about the asset.
  5. Click Save.

Asset Filtering

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To filter the list of assets, do one of the following:

  • For asset search, enter letters in the search field.
  • To filter the list of assets, click Columns. Choose the filter you want to apply.
  • For navigation between pages, use the left and right arrows.
  • To change the number of assets displayed per page, select a different number from the dropdown.

Hierarchical Asset Overview

Utilizing asset hierarchy allows structured organization within the application, providing a clear view of the relationship between different asset parts, facilitating asset management, organization, and search.

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  1. In the main menu, click on Assets.
  2. Select the Hierarchy tab.
  3. On the Hierarchy page, you can see the asset structure displaying different levels such as sections, shelves, warehouses, etc.

Hierarchical Asset Structuring

To add or edit asset hierarchy, follow the same steps as creating and managing assets on the List page. When adding assets, include a parent asset to create a hierarchically structured asset.

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Adding Asset Materials

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  1. In the main menu, click on Assets.
  2. Click on the asset to open its profile.
  3. On the asset profile, find the Materials section.
  4. Click the file upload button in the top right corner of the Materials section.
  5. Choose the file you want to upload and click Open.

Adding Asset Labels

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  1. In the main menu, click on Assets.
  2. Click on the asset to open its profile.
  3. Click the + button in the top right corner of the Asset Labels section.
  4. After entering the label name, click Save.

Assigning Users to Assets

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  1. In the main menu, click on Assets.
  2. Click the New button to add new assets.
  3. Find the option Add all users to the asset; enabling it will add all users to the asset (image on the right). If the slider remains inactive, you can choose which users to add to the asset (image on the left).

NOTE: In the asset profile, you can add or remove individual users from the list by clicking the X button. Administrators cannot be removed from the list.

Autopilot

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Autopilot refers to a feature that makes reported work orders on that asset visible to everyone without the need for reviewing the correctness of work orders.

  1. Click on the New button in the header of the Assets page.
  2. Click on More for additional asset information.
  3. Find the Autopilot option and enable it by toggling the switch.
  4. Click Save.

NOTE: Autopilot can be disabled later. By clicking on the asset profile, you will find Edit, then Autopilot, uncheck to disable.

Asset Categories

Assets can be easily categorized. During registration, two categories are automatically generated: Real Estate and Transport Vehicle.

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  1. In the main menu, click on Settings and find the Categories tab.
  2. Click + in the header of the Asset Category section.
  3. Enter the name of the new category.
  4. Click Save.

NOTE: If you haven't assigned a category when adding a new item, you can do so by clicking on the item profile. Find the Edit button, then find Category, choose an existing category from the dropdown menu, or add a new one by clicking +. Save changes.

Managing Asset Maintenance Schedule

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  1. Click on the asset to open its profile.
  2. On the Work Orders page, find the Calendar button and click on it.
  3. Add a new work order by clicking the Work Orders button, sliding across the calendar, choosing the date and time, or manually entering a new work order by clicking on the appropriate date.

Tracking Asset Maintenance and Repair History

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  1. Click on the asset to open its profile.
  2. On the asset profile, find the Work Orders and Items pages.

For each asset, the history of completed work orders and consumed items in maintenance is displayed, providing significant help in tracking asset maintenance or as insight into repair history.