New asset ~ WIP

1. Content Desc.

Assets is used for asset entry (New asset is a customizable page, the user can modify and add fields as needed directly in the module through [Settings] - [Fields settings])

Path: Assets >> New asset

In "New asset", users can perform the following operations:

2. Function Feature

2.1 View Assets Details

In "New asset", click on the asset data or "Details" for more information on a new page.

2.2 Add Assets ~ WIP

2.2.1 Add new asset

Remark:

Register number: automatically generated; Format: (ZCDJ + current time (year/month/day/hour/minute/second).
Asset code: automatically generated according to the rule set in the [Coding rule setting], and the code is presented incrementally according to the running number when adding new assets; Support manual input.
Asset Type: Select the asset category, which can be set in Settings-Category Setting.
Using the time: After selecting the asset category, [Using the time] will automatically display the default duration of the asset category, and the user can adjust accordingly to the asset's actual circumstances.
Manager: Only the user(s) listed here can change asset information, approve the application of use, register maintenance, and return the asset.
Scope of use: can be set for all users or according to the free combination of departments, roles, and personnel.

2.2.2 Import asset

Step 1: Click the [Import] button on the right-hand side of the New assets page

Step 2: Click on [Export template] to export the template.

Step 3: Fill in the asset data in the EXCEL, read the remark below for more information.

Remark:

The import operator is the asset operator by default.
Imported asset's asset code will be automatically generated according to the [Coding rule setting].
If there is an error in the imported asset information, the error details will pop up.

Step 4: Click [Import local file], upload your file, and click [Start importing] to begin the import process.

Remark:

Import error details pop-up box will show the number of successful and unsuccessful data imported.
The fail data will be displayed directly on the Error Details pop-up box.
After modifying the data, click [Re-import] on the pop-up box to re-import the modified data.

2.2.3 Export asset

Step 1: The user can select data to be exported based on the filtering conditions, using asset category, more filters, search and advanced query.

Step 2: Tick the fields you need to export, you will need at least one field to be able to export. Click confirm to export.

Remark:

If the "Attachment" field is exported, then the file exported will be a .zip file.

2.2.4 WF data outsend

Create new assets using workflow.

2.3 Delete Asset ~ WIP

2.3.1 Delete from the Asset List

Step 1: Click on the "···", and click [Delete].

Step 2: Confirm the deletion

The data is deleted.

Remark:

Asset Manager can delete the assets under their management.
Assets that have been claimed/maintained/changed/returned cannot be deleted; if the claim record is deleted and there is no other operation record, the asset can be deleted.
When an asset is deleted, it will no longer be included in the Asset Analysis.