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Create a Unique Items Database
To create a unique items database, go to the Home Page of the Database Module and create a new database. Click the “Create Database” button and input a database title and description. Select the appropriate database group from the dropdown menu. You can use de...
Create an Inventory from Scratch
Before you can create a new Inventory from scratch, prepare any necessary underlying databases in the Database Module that are needed for integration with the new inventory. Databases Integrating with the Inventory ModuleDatabaseField RequirementsNotesLocatio...
Create Module Levels (Inventory Module)
To create a customizable module level in the Inventory Module, go to the Module Level Tab on the Settings Page. Select the “New Module Level” button opening the New Module Level Modal. Input the new Module Level Name. Click “Cancel” to return to the Mod...
Delete an Inventory
To delete an inventory, open the Home Page of the Inventory Module. Select the three dot (…) icon to the right of the Inventory Title you wish to delete, opening the Inventory Title Table context menu. Select “Delete Inventory” from the context menu, openi...
Edit an Inventory
To make edits to an existing inventory, go to the Home Page of the Inventory Module. You can access a specific inventory by clicking the inventory title or by clicking the three dot (…) icon to the right of the inventory title and selecting “Inventory Prope...
Integrate a Database with the Inventory Module
To integrate an existing database with the inventory module, go to the Database Module Home Page. Click the three-dot icon to the right of the database you wish to integrate opening the context menu. Select “Edit Database” opening the Edit Database Modal. ...
Return a Unique Item to the Inventory
To return a unique item to the inventory, go to the Inventory Module Home Page. Click on the name of the inventory you want to return a unique item into. Click the three-dot icon to the right of the inventory name header opening the inventory context men...
Assets Module How Tos (Primary Suite)
Attendance Module How Tos (Specialized Suite)
Assets Module How Tos
How To: Access an Asset's PDF Data Sheet How To: Access an Asset's QR Code How To: Add a Meter to an Asset How To: Add a New Manufacturer How To: Add Components to a Parent Asset How To: Add Fields to an Asset Type How To: Add Interim Notes with a Task...
Create a New Asset Type
To create a new asset type, open the Asset Types Tab on the Settings Page of the Assets Module. Selecting the “Add Asset Type” button opens the New Asset Type modal. Input the title of the New Asset Type and click “Save”. The newly created Asset Type wi...
Create a New Task Schedule Template
To create a new task schedule template, open the Task Template Tab on the Settings Page in the Assets Module. Click the “Add Task Template” button, opening the New Task Template modal. Input the desired Title for the new task template. Select which asse...
Create a Permissive Task Group
Creating permissive groups allows a user to combine tasks into a group. When tasks are grouped together, the group status will only turn red if all of the tasks in the group become red. The status of the grouped tasks will not affect the status of the larger a...
Create a New Asset
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 men...
Add Components to a Parent Asset
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. How To: Create a New Asset Identify the pre-existing asset (or componen...
Create New Module Levels (Assets Module)
To create a new module level with customizable permissions in the Assets Module, go to the Module Level Tab on the Settings Page of the Assets Module. Select the “Add Module Level” button opening the New Module Level Modal. Selecting “New Module Level” o...
Customize Trigger Settings with One Time Period
Selecting “One Time” as the period allows the user to create a Regular Task that only occurs once. Triggers with a “One Time” period can have a time or usage parameters. One Time Period with a Time Parameter Select One Time on the Period Dropdown menu. Selec...
Defer a Task
To defer/postpone a task for completion at a future time, open the Task Schedule Page for the Asset of interest. How To: View an Asset's Task Schedule Click the three-dot icon to the right of the task you wish to defer opening the Task Schedule Table Cont...