Skip to main content

Assets Module How Tos


How To: Access an Asset's PDF Data Sheet

{{@769}}


How To: Access an Asset's QR Code

{{@770}}


How To: Add a Meter to an Asset

{{@495}}


How To: Add a New Manufacturer

{{@862}}


How To: Add Components to a Parent Asset

{{@475}}


How To: Add Fields to an Asset Type

{{@496}}


How To: Add Interim Notes with a Task without Completion

{{@764}}


How To: Add Meters to a Task Template

{{@746}}


How To: Add Tasks to a Task Template

{{@750}}


How To: Apply a Task Template to the Task Schedule

{{@497}}


How To: Archive an Asset or Component

{{@498}}


How To: Assign / Unassign Users and Certification Roles to an Asset

{{@771}}


How To: Attach an Asset Library File to an Asset

{{@491}}


How To: Bulk Assign / Unassign Assets

{{@485}}


How To: Bulk Export Asset Information

{{@487}}


How To: Bulk Import Asset Information

{{@486}}


How To: Change a Manufacturer's Name

{{@757}}


How To: Change a Task Template Name

{{@747}}


How To: Change an Asset Type Name

{{@751}}


How To: Change the Status of a Meter Type

{{@763}}


How To: Clean Manufacturers

{{@759}}


How To: Copy and Rename a Task

{{@787}}


How To: Copy and Rename a Task Template

{{@748}}


How To: Copy and Rename an Asset

{{@772}}


How To: Create a Meter Type

{{@499}}


How To: Create a New Asset

{{@474}}


How To: Create a New Asset Type

{{@470}}


How To: Create a New Task on the Task Schedule

{{@811}}


How To: Create a New Task Schedule Template

{{@471}}


How To: Create a Permissive Task Group

{{@472}}


How To: Create New Module Levels (Assets Module)

{{@476}}


How To: Customize Trigger Settings Based on an On Expiry Period

{{@807}}


How To: Customize Trigger Settings Based on Pre-Existing Tasks

{{@808}}


How To: Customize Trigger Settings with a Generate Every Period

{{@806}}


How To: Customize Trigger Settings with a One Time Period

{{@477}}


How To: Customize Trigger Settings with an Every (strict) Period

{{@805}}


How To: Customize Trigger Settings with an Every Period

{{@804}}


How To: Defer a Task

{{@478}}


How To: Delete a File Attached to a Task

{{@810}}


How To: Delete a File from the File Library

{{@779}}


How To: Delete a Manufacturer

{{@756}}


How To: Delete a Meter Type

{{@761}}


How To: Delete a Task

{{@479}}


How To: Delete a Task Template

{{@749}}


How To: Delete an Asset or Component

{{@480}}


How To: Delete an Asset Type

{{@752}}


How To: Delete an Asset Type Field

{{@755}}


How To: Delete Historical Task Records

{{@788}}


How To: Delete Multiple Tasks Simultaneously on the Task Schedule

{{@789}}


How To: Display Select Tasks in the Task Schedule Table

{{@481}}


How To: Download a File Attached to a Task

{{@809}}


How To: Download a File from the Asset File Library

{{@781}}


How To: Download Historical Task Attachments

{{@797}}


How To: Edit a File's Details in the File Library

{{@780}}


How To: Edit a Meter Type

{{@762}}


How To: Edit a Task

{{@791}}


How To: Edit an Asset

{{@773}}


How To: Edit an Asset Type Field

{{@754}}


How To: Edit the Date / Time of Task Completion for Historical Tasks

{{@798}}


How To: Log a Task has been Completed

{{@484}}


How To: Mark an Asset as Out of Service

{{@492}}


How To: Mark Multiple Trasks as Complete on the Task Schedule

{{@790}}


How To: Move an Asset/Component to another Asset/Component

{{@774}}


How To: Record a Fault

{{@483}}


How To: Refresh the Task Schedule Table

{{@792}}


How To: Return an Out of Service Asset to Service

{{@490}}


How To: Run an Asset Report

{{@768}}


How To: Run Reports on Historical Task Data

{{@799}}


How To: Update a Meter Reading

{{@482}}


How To: Upload a File to an Asset

{{@778}}


How To: Upload a Task File

{{@493}}


How To: Upload Files to a Task after a Task has been Completed

{{@800}}


How To: View a File Attached to a Task

{{@494}}


How To: View a Manufacturer's Key Information

{{@758}}


How To: View a Meter Type's Key Information

{{@760}}


How To: View Additional Notes Associated with a Task

{{@795}}


How To: View all Components on an Asset's Task Schedule Page

{{@796}}


How To: View an Asset's Components

{{@767}}


How To: View an Asset's Cost/Time Summary

{{@775}}


How To: View an Asset's Historical Logs

{{@766}}


How To: View an Asset's Summary Modal

{{@765}}


How To: View an Asset's Task Schedule

{{@776}}


How To: View File's Associated with an Asset/Component

{{@777}}


How To: View Historical Logs for a Specified Task

{{@794}}


How To: View Task Details

{{@793}}


How To: View the Details of a File in the File Library

{{@782}}


How To: View the Fields Associated with an Asset Type

{{@753}}