A guide to Assets & their management.
Manage real-time inventory of all physical assets with critical, descriptive data for each asset such as manufacturer, model, expiration dates, procedures, and any important asset specifications. All the assets are linked to their primary owner(s) and their exact location.
Create Asset Types and link Assets to them to assign Inspection schedules for all the associated Assets for an Asset Type.
Field
Description
Examples
Requirement
Asset Type Description
Input Asset type description as applicable
Fire Safety
Required
Inspection Required
Yes/No
Yes
Required
Inspection Cycle
0- 365 days
45 days
Required
Inspection Cycle Buffer days
No. of buffer days for scheduled inspections
5
Optional
Radiation asset
It is a Radiation Asset
Geiger Counter
Required
Custom Fields
You can add custom fields to display additional info about an Asset
Batch Date, Batch Date Code, Certificate Number
Optional
Asset Type Status
Active / Inactive
Active
Required
Asset User Tags
Assign tags to provide special permissions to View assets.
Asset Viewer
Optional
Add Asset Manufacturer information to appear in the dropdown during the set up of an Asset.
Field
Description
Examples
Requirement
Manufacturer Name
Input Manufacturer Name as applicable
Orion Manufacturing Ltd.
Required
Manufacturer Code
Input applicable Manufacturer code
P01
Required
Manufacturer Contact
Input applicable Manufacturer contact
manfcontact@orion.ca
Optional
Asset Manufacturer Status
Active / Inactive
Active
Required
Setup Assets and Inspect and maintain inspection histories for any Asset via the Inspections Module. Applicable permits associated with any asset can be seamlessly linked and managed via the Permit Management Module.
Field
Description
Examples
Requirement
Asset Name
Input Asset name as applicable
Fire Extinguisher
Required
Asset Code
Input unique Asset code as applicable
FE01
Required
Asset Model
Input Asset model number as applicable
FE89Tc3
Required
Asset Type
Choose Asset type as applicable
Fire Safety
Required
Manufacturer
Choose the Manufacturer's name from the catalog
Orion Fire Inc.
Required
Asset Status
Active / Inactive
Active
Required
Asset Contact
Input Asset contact
orgcontact@orion.com
Optional
Custom fields can be set up to input additional information about Assets. Examples: Batch Date, Batch Date code, Battery Type, Certificate Number, etc.
Field
Description
Examples
Requirement
Field Name
Input custom field name
Expiry Date, Issue Date
Required
Field Type
Choose the appropriate field type
Text, Numeric, Date
Required
Q1. Can a user add assets but not remove the assets? Is there a review function for adding assets?
An admin can both add assets and remove assets. There is not a way to split this between adding but not deleting. There is not a review function for adding assets.
Q2. Who can edit data in the Assets menu?
The assets menu only allows us to view the assets. Neither administrators nor general users have the ability to edit in this section.
Q3. Who can only view data in the Assets menu? Can all assets be viewed or is the access restricted to what is listed under a PI?
Both administrators and general users with the "asset viewer" tag can view the data of all the assets on the site, regardless of any restrictions imposed by the PI.
Q4. What happens when a “New Asset Type” is created? i.e., how can this new asset type be accessed for use?
To create assets, we are required to associate that asset to their respective asset types. Once created, this new asset type will be listed in the asset inventory after a new asset is added.
Q5. How does the asset map feature work?
To obtain the Geo location of a specific Asset Type, you must input the Geo Location of the corresponding Location or Building where the assets are situated. For this, choose an asset from an asset type, navigate to the building details for that asset, and input the Geolocation (refer to the attached file).
Q6. What is the value of Asset map view feature?
The map view will show the count based on the filter(s) applied. For example, if we select a location, by clicking the location icon on the map it will show the count of assets in that location. Similarly true for building and asset type
Q7. What happens when a “New Custom Field” is created? i.e. how can this new field be accessed for use?
These new custom fields can be associated with specific asset types and will be visible under the "User Defined" section for that particular asset.
Q8. Can we hide some of the UDF's from users ?
No
