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Assets Files Page
Files in the Asset module are not automatically included the Documents Module, although they can be manually added to both. Selecting the Files Page in the Assets Module from the Main Menu opens the File Library page. Any files uploaded in conjunction with th...
Assets Reports Page
KAStrack’s Asset Module was developed before the Reports Module. This is now a legacy page. It is recommended that you use the Reports Module to create customizable reports. The Reports page still allows a user to view or export an All Asset Detail Report s...
Assets Settings Page: Asset Types Tab
Creating Asset Types allows a user to organize and group assets. Asset Types allows a user to include additional information through the use of fields that can be used as a filter value if needed. Asset Types are listed in table format on the Asset Types Ta...
Assets Settings Page: Task Template Tab
A Task Template is a user generated tool used to aid bulk task schedule creation. Task templates are created from the task schedule of a pre-existing asset. The Task Template Tab on the Settings Page shows all existing templates in tabular format. A user can ...
Assets Settings Page: Meter Types Tab
Various types of meters can be created and managed from the Meter Type Tab on the Settings Page of the Assets Module. The table shows types of meters, not a list of individual meters. New meter types will be listed in table format on the Meter Type Tab with...
Assets Settings Page: Manufacturers Tab
The Manufacturers Tab on the Settings Page of the Assets Module allows the user to add new manufacturers, search through existing manufacturers and manage them from this page. Selecting the green “Add Manufacturer” button will open a modal that will allow ...
Assets Settings Page: Module Level Tab
The Module levels tab shows the different module levels for the Assets Module and the default permissions that granted to each module level. The eye widget under the “Actions” column opens a modal that allows the user to view the permissions granted to the use...
Asset Status Color Coding Legend
Within the Assets Module, a color coding system is used visually indicate the status of an asset and their tasks. The table below is a legend for the Assets Module. Asset and Task Status Legend - Assets ModuleIconMeaningA greet status icon in the Assets Modul...
Add Meters to a Task Template
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". Th...
Change a Task Template Name
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 o...
Copy and Rename a Task Template
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 t...
Delete a 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 Dele...
Add Tasks to a Task Template
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 ope...
Change an Asset Type Name
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 Asse...
Delete an Asset Type
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 Confi...
View the Fields Associated with an Asset Type
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 "V...
Edit an Asset Type Field
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" f...
Delete Asset Type Field
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 "F...