In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

To view an asset's summary modal that lists all relevant information regarding an asset, go to the My Assets Page under the Assets Module on the Main Menu. Use filters as needs to pull up the asset you wish to view. Click the three-dot icon to the right of the asset/component title opening the context menu and select "View".

This opens the Asset Summary Modal. The read-only modal shows the asset details, meters associated with the asset, lists the components of the asset, the users assigned to the asset, and any tasks on the asset's task schedule.

Click the close button to return to the My Assets Page.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

An asset's historical data can be accessed from an asset's History Page. To access an asset's history, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the access whose history you wish to view, and click the three-dot icon to the right of the asset name. This opens a context menu.

Select "History" from the context menu opening the Asset History Page.

To view a file associated with a specific task, open the Task Schedule Page for the asset of interest.

Click the three dot (…) icon next to the right of title whose files you wish to view on the Task Schedule Table opening the context menu. Select “Task Files” opening the Files modal.

Any files associated with the task are shown on the Files modal.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

To view an asset's summary modal that lists all relevant information regarding an asset, go to the My Assets Page under the Assets Module on the Main Menu. Use filters as needs to pull up the asset you wish to view. Click the three-dot icon to the right of the asset/component title opening the context menu and select "View".

This opens the Asset Summary Modal. The read-only modal shows the asset details, meters associated with the asset, lists the components of the asset, the users assigned to the asset, and any tasks on the asset's task schedule.

Click the close button to return to the My Assets Page.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

An asset's historical data can be accessed from an asset's History Page. To access an asset's history, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the access whose history you wish to view, and click the three-dot icon to the right of the asset name. This opens a context menu.

Select "History" from the context menu opening the Asset History Page.

To view the files associated with an asset and its components, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose files you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Files" from the context menu opening the Asset Files Modal.

Upload files such as operating manuals that are related to the asset here. Upload files related to a task, such as a maintenance log, or a renewed license as part of completing the task.

You are now able to view all files associated with the asset.

To view any components associated with a parent asset, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the assets whose components you wish to view. Click the three-dot icon to the right of the asset's title opening a context menu.

Select "View Components" from the context menu opening the Asset Component Page.

An expanded view of all asset components will now be visible in the Asset Component Table.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

To create a new asset, open the Manage Assets Page in the Asset Module and click the plus sign (+) icon to open the New Asset modal.

You can also access the New Asset Modal by clicking the three dot (…) icon and selecting “Create Asset” from the context menu.

The New Asset Modal requires the entry of an Asset Title. Optional fields include an asset description, tags, manufacturer, model number, serial number, and critical spares.

Select the "Critical Component" checkbox to designate this asset as a critical component. This term is subjective for your organization to define. Designating an asset as a critical component will result in a hazard symbol being used as a visual indicator.

Critical items are prioritized and show separately on the Assets Module Summary.

An entire asset is designated as a critical. All components and associated tasks will also have a critical component designation.

KAStrack’s default setting prevents users with an expired certification role from performing tasks (such as completing tasks, recording faults, and updating meter readings. Select the “Allow users who are expired in assigned certification roles to perform tasks” checkbox to allow a user to perform tasks regardless of their assigned certification role status.

The remaining three checkbox options all relate to asset status alert preferences.

The “Send an alert when the asset changes from Past Due to OK” checkbox will send an alert via email to the assigned users when the task status changes from past due (red) to current/up to date (green).

The “Send an alert when the asset changes to Warn” checkbox will send an alert via email to all users assigned to the asset when the task status changes from current/up to date (green) to warn (yellow).

The “Send an alert when the asset changes to Past Due” checkbox will send an alert via email to all users assigned to the asset when the task status changes to past due (red).

Asset Types are customizable to your company and are created on the Settings Page of the Asset Module.  Once an asset type has been created, you can select one from the dropdown menu in the New Asset Modal to enable additional filtering capabilities. 

Asset Types allows your organization to add customizable fields unique to individual assets.

Select the “Save” button at the bottom of the New Asset Modal to create the new asset or click “Cancel” to close the modal without saving and return to the Manage Assets Page.

After an asset is created, it will appear in the Manage Asset Table where it can be managed.

To bulk import asset information using a CSV file, open the Manage Assets Page from the Main Menu in the Assets Module and click the three dot (…) icon to the right of the page header to open the Manage Assets Page Context Menu.

Click “Import Assets” from the context menu to open the Import Assets Modal

A template for importing assets in bulk has been provided and can be downloaded to your personal device by clicking “View Templates for Importing.” Each of the columns in the downloaded CSV are specific to the asset type and are listed in the order as they are defined.

When your CSV file with new account information is complete, ensure it is saved with the CSV format UTF-8.

Click “Choose File” and select the correct CSV file from your computer. Click the “Next >” button opening the Import Assets Page.

Input the number of header rows in your file that are to be ignored by KAStrack in the import.

Specify your preference on how the system should respond if an asset with the same name already exists from a dropdown menu. Options include Import anyway, Import if the duplicate is elsewhere, Do not import the asset, and Abort the whole import.

Specify your preference on how the system should respond if if there are errors with the import from a dropdown menu. Options include Abort the whole import or Import rows without headers.

If you downloaded a CSV template, the columns labels should already match the system requirements. If you created your own CSV headers, select the correct column header to be associated with each asset field.

To abandon the import, select the “Cancel” button at the bottom of the screen.

To complete the import, select the “Import” button at the bottom of the screen.

The system will confirm the import was successful.

To bulk export asset information as a .csv file, select the Manage Assets Page from the Main Menu in the Assets Module and click the three dot (…) icon to the right of the page header opening the Manage Assets Page Context Menu.

Select “Export Assets” from the context menu to open the Export Assets Modal.

The Asset Type dropdown menu offers the option to export “All Assets,” “No Asset Type,” or individual asset types.

Asset types and unique fields created for specific asset types can be included in the export by selecting the “Include rows with all asset types and their fields” checkbox.

Select the “Export” button to export asset information as a CSV file to your personal device’s downloads folder.

To bulk assign / unassign users to assets, open the Manage Asset Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the Manage Assets Page header opening the Manage Assets Page Context Menu.

Select “Bulk Assign/Unassign Assets” from the context menu to open the Bulk Assign/Unassign Page.

From the User/Certification Role dropdown menu, select the individual user or certification role that you wish assign/unassign assets to. The Bulk Assignment Table is now visible.

Selecting the plus or minus sign icon to the left of the filter box will expand/collapse the assets and their components in the table. Selecting the plus or minus sign icon to the left of the asset title in the table will expand/collapse the specified asset.

Selecting the checkbox assigns the asset to the user/certification role.

Deselecting a checkbox unassigns the asset from the user/certification role.

Changes are automatic on the Bulk Assign/Unassign Page and do not need to be saved to be reflected in the system.

In order to log that a task has been completed and is current/up to date (a green task status), go to the Upcoming Task Table on the Home Page of the Assets Module. Select the “Complete Task” button from the top of the Your Upcoming Tasks Page.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components under the asset.  

Selecting “Complete Task” from the three dot (…) context menu to the right of the asset / component title will open the same modal for the specified asset.

Select the appropriate asset, opening the asset's Complete Task Modal. Click the green View All clickable link to list all tasks associated with the selected asset, including tasks that are current / up to date (green status).

Serial numbers and the asset description will show at the top of the modal.

Clicking the “Show Subcomponents” checkbox shows any subcomponent tasks associated with the asset, expanding the modal when selected.

Beneath the task in bold is a note that indicates the parameters for the task, referred to as a trigger in KAStrack. Triggers refer to the task behavior, frequency or usage standards that KAStrack will applies to tasks to determine their schedule for completion.

To log the task, select the checkbox of the completed task. You can manually enter the date (MM/DD/YYYY format) and time (hh:mm:ss format) that the task was completed, or select “Now” in order to input the current date and time.

Click the “Complete Task” button to save the changes and complete the task. Click cancel to return to the Assets Module Homepage.

Logging faults allows your company to track trending data in KAStrack by recording incidents and any data associated with this issue/failure.

In order to record fault with an equipment issue/failure, go to the Upcoming Task Table on the Asset Module Homepage and select the "Record Fault" button beneath the page header.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Record Fault” from the three dot (…) context menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Record Fault Modal.

Enter the date and time into the Record Fault modal. The default setting is in military time (24 hours). If the asset is currently unusable, click the checkbox. Give the fault a title and provide a description of the fault. Leave the meter blank if there is no reading.

Select the “Log Fault” button to record the incident. Select the “Log Fault and Resolve” button to complete two actions in one step: log the issue and indicate that it has been addressed. Click cancel to return to the Assets Module Homepage.

In order to update an asset's meter reading, go to the Assets Module Home Page opening the Upcoming Tasks Table. Click the “Update Meter Reading" button from the Asset Module Homepage.

The Choose Asset Modal will prompt you to identify which asset you want to log data for. Click the bulleted list icon to access your assets. Selecting the plus sign “+” icon will expand the components within the Asset.

Selecting “Update Meter Reading” from the Upcoming Task Table Context Menu will open the same modal for the specified asset.

Select the appropriate asset, opening the Update Meter Reading Modal.

The meters associated with the asset/component selected show in a dropdown menu. Select the meter whose meter data you wish to record. The most recent meter reading shows in the Update Meter Reading Modal as the “Last Entered Reading.”

KAStrack automatically inputs the current date and time. The user can enter an elapsed value (if preferred) and KAStrack will input the new actual, or the user can input the new meter reading and the elapsed value will be automatically input.

Attach any files (if there are checklists, forms, etc.) associated with the meter reading.

Select the “Log Reading” button to update the meter usage. Click cancel to return to the Assets Module Homepage.

To view an asset's task schedule, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose task schedule you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule Page.

To run an asset report, open the My Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Run Report" from the context menu opening the Assets Report Modal with options for running various types of reports.

Reports can be run for an asset in its entirety, specific components or subcomponents. They type of report can be selected from a dropdown menu on the Assets Report Modal. An explanation of report types is included in the table below.

Select the "Create Report" button after completing the inputs on the Assets Report Modal and the system will generate your report in the viewing preference you selected.

An asset's historical data can be accessed from an asset's History Page. To access an asset's history, go to the My Assets Page in the Assets Module on the Main Menu. Use the filters as needed to identify the access whose history you wish to view, and click the three-dot icon to the right of the asset name. This opens a context menu.

Select "History" from the context menu opening the Asset History Page.

To view the files associated with an asset and its components, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose files you wish to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Files" from the context menu opening the Asset Files Modal.

Upload files such as operating manuals that are related to the asset here. Upload files related to a task, such as a maintenance log, or a renewed license as part of completing the task.

You are now able to view all files associated with the asset.

To edit an asset, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose details you want to edit. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Edit" from the context menu opening the Edit Asset Modal.

Key details about the asset can be added directly from this modal, an asset type can be assigned, and alert preferences can be altered as desired.

Click the "Save" after making the desired changes.

A popup confirms that the asset edits have been saved.

To assign or unassign users and certification roles for a specific asset, open the Manage Asset Pages in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to assign/unassign users and roles to. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Manage Assignments" from the context menu opening the Asset Assignments Modal.

Click in the textbox beneath Assignments and a dropdown menu will allow you to assign the asset to multiple individuals or certification roles.

To unassign an individual, click the X icon to the right of the user name or certification role.

When done, select the "Save Assignments" button.

A popup confirms that the asset assignments were saved.

To add components to an asset, open the Manage Assets Page in the Assets Module from the Main Menu.

In order to create components, the parent asset must have already been created.

Identify the pre-existing asset (or component) that you would like to place this new component under, and click the three dot (…) icon to the right of the asset name in the Manage Assets table opening the Manage Asset Context Menu. Select "Add Component" opening the New Component Modal.

The fields on the New Component modal ask for the same information on the New Asset Modal. For a detailed description of the fields, refer to the How To Create a New Asset page.

Select the “Save” button and the component will appear underneath its asset in the Manage Asset table (if the view is expanded) where it can be managed. Subcomponents/additional child components can also be created for components if desired.

Select the three dot (…) menu to the right of the component you would like to add an additional subcomponent in the asset’s hierarchal structure.

To copy and rename an asset, select Manage Assets from the Main Menu under the Asset Module. Use filters as needed and identify the asset/component you want to copy. Click the three-dot icon to the right of the asset title opening a context menu.

Select "Duplicate" from the context menu opening the Copy Asset Modal.

Edit the new title of the copied asset. When done, click the "Copy" button and the renamed copied asset will now show on the Manage Assets Page.

To move an existing asset to a new hierarchal position, under another asset/component, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to move. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select "Move" opening the Move Component Modal.

Click the "Move" button and a popup confirms the move was successful.

To view an asset's summary modal that lists all relevant information regarding an asset, go to the My Assets Page under the Assets Module on the Main Menu. Use filters as needs to pull up the asset you wish to view. Click the three-dot icon to the right of the asset/component title opening the context menu and select "View".

This opens the Asset Summary Modal. The read-only modal shows the asset details, meters associated with the asset, lists the components of the asset, the users assigned to the asset, and any tasks on the asset's task schedule.

Click the close button to return to the My Assets Page.

To access an asset's PDF data sheet, open the Manage Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component you want to run a report on. Click the three-dot icon to the right of the asset title opening the Asset Management context menu.

Select "PDF Sheet" from the context menu. This opens a PDF of the asset/component data sheet in the existing tab.

Select the back button on your browser to return to the My Assets Page.

To access an asset's QR Code, open the Manage Asset Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component whose QR Code you want to access. Click the three-dot icon to the right of the asset title opening the Asset Management context menu.

Select "QR Code" from the context menu. This opens the Asset Barcode Modal that displays an asset/component's QR Code that can be used for quick access to an asset.

Close the modal when done to return to the Manage Assets Page.

To add a meter to an asset, the Meter Type must already be created through the Assets Settings Page.   

To add a meter to an asset, select the Manage Assets Page from the Main Menu in the Assets Module. Use filters as needed and identify the asset/component you want to add a meter to. Click the three dot (…) icon next to the Asset/Component Title to open the Asset Management Context Menu.

Selecting “Manage Meters” from the context menu opens the Asset Meters Modal.

To add a new meter, select the “Add Meter” button opening the Add Meter to (Asset Name) Modal.

Select the Meter Type from the dropdown menu.  

Input a title for the new Meter. Include any notes about the meter.

Select the “Save” button and the new meter is now shown when you select “Manage Meters” from the context menu.

To view the Cost/Time Summary associated with the asset's tasks, open the Manage Assets Page in the Assets Module on the Main Menu. Use filters as needed and identify the asset/component with the task whose task's cost/time summary you want to view. Click the three-dot icon to the right of the asset title opening the Asset Management Context Menu.

Select the "Manage Components" option, opening the Manage Asset Components Page. Select the three-dot icon to the right of the asset/component you wish to add interim notes to and select Task Schedule from the context menu.

This opens the asset's Task Schedule.

Click the "View Cost and Time" button to open the Cost/Time Summary Modal for that Task Schedule.

To archive an asset or component, go to the Manage Assets Page of the Assets Module on the main menu. Use filters as needed to identify the asset or component you want to archive and click the three-dot icon to the right of the asset title opening the Manage Asset Context Menu.

Select "Archive" from the context menu opening the Archive Asset Confirmation Modal which states, "Are you sure you want to archive this asset? This will also archive any components."

Click the "Confirm" button and the asset will not be assigned an archive status.

To download a file from the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to download in the File Library Table to open the Files Context Menu.

Select "Download" from the context menu and the file will automatically be downloaded to your personal device.

To edit the details associated with a file in the Asset Module File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to edit the File Library Table to open the Files Context Menu.

Select "Edit" from the context menu opening the Edit File Modal.

Changes to the file version number, title, and description can be made directly in the modal. Select the "Save" button and a popup confirms that the file edits have been saved. The changes are reflected on the File Library Table.

To delete a file from the Asset Module's File Library, select the Files Page in the Assets Module on the Main Menu. Click the three-dot icon to the right of the file you wish to delete from the File Library Table to open the Files Context Menu.

Select "Delete" from the context menu opening a Delete File Confirmation Modal which states, "Please confirm that you wish to delete this file."

Click the "Confirm" button and a pop up will confirm that the file has been deleted.

A file cannot be deleted unless it is not referenced by anything.

In order to include unique, customized additional information regarding an Asset, you must first create an asset type and then add fields to it. This allows your organization to specify whatever information they choose to regarding their assets.

To add additional fields to an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type title to open the Asset Type Context Menu.

Select "Fields" from the context menu opening the Asset Type Fields Page.

Click the "Add Field" button opening the New Field Modal.

Input a label for the field and select the field type from a dropdown menu. Options include: text field, number, password field, text box, date field, and checkbox.

Validation uses standard JavaScript RegExp constructor for validating Field input values entered by end-users. Entering a RegExp validation string will check against the input value.

Include a description of the field of validation (optional).

Select “Save” and a popup confirms that the asset has been saved. The new field now shows on the Asset Type Field Page.

To edit a field associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the asset type whose field you wish to edit opening the Asset Types Context Menu.

Select "Fields" from the context menu opening the Asset Type Field Table. Click on the three-dot icon to the right of the field you wish to edit opening the Asset Type Fields Context Menu.

Select "Edit" opening the Edit Field Modal.

This modal will vary based on the field type associated with the field.

Make the desired changes to the field and select the "Save" button.

A pop up confirms that the Asset Type Field has been changed, and the edits are reflected on the Asset Type Fields Table.

To change an Asset Type name, go to the Asset Type Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the Asset Type whose name you wish to change, opening the Asset Type Context Menu.

Select "Edit" opening the Edit Asset Type Modal.

Edit the Asset Type name as desired and select the "Save" button. A pop up confirms that they asset type has been edited, and the changes in the title are now reflected on the Asset Type Table.

To delete an asset type, go to the Asset Type Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type you wish to delete, opening the Asset Type Context Menu.

Select "Delete" opening the Delete Asset Type Confirmation Modal which states, "Are you sure you want to delete this asset type?"

Click the "Delete" button and a pop up will confirm that the asset type has been deleted.

The deleted asset type no longer shows in the Asset Type Table.

To view the information associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type whose details you wish to view opening the Asset Type Context Menu.

Select "View" opening the View Asset Type Modal, stating the title of the Asset Type and the fields that are associated with it.

The View Asset Type Modal is read-only.

Select the "Close" button and return to the Asset Types Tab.

To edit a field associated with an asset type, go to the Asset Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the asset type whose field you wish to edit opening the Asset Types Context Menu.

Select "Fields" from the context menu opening the Asset Type Field Table. Click on the three-dot icon to the right of the field you wish to edit opening the Asset Type Fields Context Menu.

Select "Edit" opening the Edit Field Modal.

This modal will vary based on the field type associated with the field.

Make the desired changes to the field and select the "Save" button.

A pop up confirms that the Asset Type Field has been changed, and the edits are reflected on the Asset Type Fields Table.

To delete an asset type field, go to the Asset Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the asset type that contains the asset type field you wish to delete opening the Asset Type Context Menu.

Select "Fields" from the context menu opening the Asset Type Fields Table. Click the three-dot icon to the right of the Field Label opening the Asset Type Fields Context Menu.

Select "Delete" from the context menu opening the Delete Asset Type Field Confirmation modal. Select "Delete" and the field is removed from the Asset Type Fields Table.

To add a meter to a task template, go the the Task Template Tab on the Settings Page of the Assets Module.

Select the three-dot icon to the right of the task template you wish to add a meter to, opening the task template context menu. Select "Meters".

This opens the Meters for Task Templates Modal.

Select the "Add Meter" button, opening the Add Meter Modal.

Specify the Meter Type and input a title and any relevant notes regarding the new meter for the task template.

The fields visible on the Add Meter Modal will vary based on the meter type selected.

Select "Save" and the new meter will show on Meter Modal for the task template.

To change a task template name, go to the Task Template Tab on the Settings Page of the Assets Module.

Click the three-dot icon to the right of the Task Template whose title you wish to change and select "Edit" from the Task Template Context Menu.

This opens the Edit Task Template Modal, where the name can be altered.

Make the desired changes and select the "Save" button. A pop up confirms that the template has been edited, and the change is reflected on the Task Template Table.

To copy and rename a task template, go to the Task Template Tab on the Settings Page of the Assets Module.

Select the three-dot icon to the right of the task template you wish to copy opening the Task Template Context Menu and select "Copy".

This opens the Copy Task Template Modal, where a title for the newly copied task template can be altered.

Select the "Copy" button and pop up confirms that the task template was copied.

The new Task Template is now visible in the Task Template Table.

To add tasks to a task template, go to the Task Template Tab on the Settings Page of the Assets Module.

Select the three-dot icon to the right of the task template you wish to add a task to opening the Task Template Context Menu. Select "Tasks".

This opens the Task Template Task Schedule. Select the "Add Task" button beneath the page header.

This opens the New Task Modal.

Input the information for the New Task and select the "Save" button.

For a detailed explanation on creating new tasks, refer to the How To Add a Task to an Asset.

A pop up confirms that the task has been saved.

The new task now shows on the task schedule for the task template.

To delete a task template, go to the Task Template Tab on the Settings Page of the Assets Module.

Select the three-dot icon to the right of the Task Template you wish to delete, opening the Task Template Context Menu. Select "Delete".

This opens the Deletion Confirmation Modal which states, "Please confirm that you wish to delete this task template."

Select the "Confirm" button and a pop up confirms that the task template has been deleted.

The deleted Task Template no longer shows on the Task Template Table.

To view the key information about a specific meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID opening the Meter Type Context Menu.

Select "View" from the context menu opening the View Meter Type Modal which states all information regarding the specific meter type.

The View Meter Type Modal is read-only.

Select the "Close" button and return to the Meter Types Tab on the Settings Page.

To edit a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the meter type ID you wish to edit opening the Meter Type Context Menu.

Select "Edit" from the context menu opening the "Edit Meter Type" modal.

Make any desired changes and select the "Save" button.

A pop up confirms that the changes to the meter type were saved.

To delete a meter type, go to the Meter Types Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the meter type ID that you wish to delete opening the Meter Types Context Menu.

Select "Delete" from the context menu opening the Delete Meter Type Confirmation Modal which states, "Please confirm you wish to delete this meter type."

Select the "Confirm" button.

A pop up confirms the Meter Type has been deleted and is removed from the Meter Type Table.

To view the relevant information associated with a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module. Click the three-dot icon to the right of the manufacturer whose key information you wish to view. This opens the Manufacturers Context Menu.

Select "View" from the context menu opening the Manufacturer Modal. Any assets, task templates, or files associated with the manufacturer will show on this modal.

The Manufacturer Modal is read-only.

Select "Close" to return to the Manufacturers Tab on the Settings Page.

To edit the name of a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module. Select the three-dot icon to the right of the manufacturer whose name you wish to change.

Select "Edit" from the Manufacturers Context Menu opening the Edit Manufacturer Modal.

Make the necessary changes and select the "Save" button.

A pop up confirms that the edits to the Manufacturer have been saved, and the changes are now reflected in the Manufacturers Table.

To delete a manufacturer, go to the Manufacturers Tab on the Settings Page of the Assets Module and click the three-dot icon to the right of the manufacturer you wish to delete opening the Manufacturers Context Menu.

Select "Delete" from the context menu opening the Delete Manufacturer Confirmation Modal which states, "Please confirm that you wish to delete this manufacturer."

Select the "Confirm" button and a pop up confirms the manufacturer has been deleted.

The deleted Manufacturer has been removed from the Manufacturer Table.