Adding & Managing Assets

Summary

Oneserve's asset library allows you to build a catalogue of asset types, manufacturers, and conditions that you can use to track work against equipment on sites.

User Type Rights

Guide

Adding and Amending Asset Conditions

Asset conditions can be used to describe the condition of an asset. This allows you to track any assets that are in need of work or repairs.

Click on the cog icon to get to the admin menu
Select "Asset Conditions" under the "Assets" menu
If you have any previously added conditions, they will be shown here

Click on the + icon to bring up the creation screen
Enter the name of your new condition and click Create to save your changes

To amend an existing condition, select it from the list to bring up the edit screen. Change the name or make the condition inactive and click Update to save your changes

Adding and Amending Asset Manufacturers

Click on the cog icon to get to the admin menu
Select "Asset Manufacturers" under the "Assets" menu
If you have any previously added manufacturers, they will be shown here

Click on the + icon to bring up the creation screen
Enter the name of the manufacturer and click Create to save your changes

To amend an existing manufacturer, select it from the list to bring up the edit screen. Change the name or make the condition inactive and click Update to save your changes

Adding and Amending Asset Types

Click on the cog icon to get to the admin menu
Select "Asset Types" under the "Assets" menu
If you have any previously added types, they will be shown here

Click on the + button to bring up the creation screen
Enter the name of the asset type and click Create to save your changes

To amend an existing asset type select it from the list to bring up the edit screen. Adjust the name and click Update to save your changes

Linking Activities to Asset Types
To link activities to an asset, tick the check box next to it in the list and click on the link activities button in the top left

In the screen that appears, select the activities you would like to link to the asset and click Add, Add Selected or Add All

Adding Attributes to Asset Types

To manage attributes against an asset, click on the Actions menu and select "Manage Attributes"

In the screen that appears, drag and drop all relevant attributes/attribute groups from the right-hand side to the left-hand side

Adding and Amending Library Assets

Note: You will need to have added at least one manufacturer, type, and condition to create a new library asset

Click on the cog icon to get to the admin menu
Select "Library Assets" on the left-hand side menu

Click on the + icon to bring up the creation screen
Add the following details
- Model: The model number/description of the asset
- Status: OFF is selected by default, but this can be toggled if needed
- Description: The unique description of the asset
- Asset Type: The type of asset selected from your list of types
- Asset Manufacturer: The manufacturer of the asset selected from your list of manufacturers
Click Create to save your changes

To amend an existing library asset, select it from the list and update the records in the edit menu
Click Update to save your changes