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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 op...

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 th...

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 Manufacture...

To clean your manufacturers table, go to the Manufacturers Tab on the Settings Page of the Assets Module. Cleaning Manufacturers will remove any manufacturers with no name associated with them and to merge any duplicate manufacturers listed. Click the "Cl...

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 men...

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 openi...

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 "Edi...

To change the status of 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 whose status you want to change opening the Meter Types Context Menu.

To add interim notes to a task without completing the task, you will need to pull up the specific task you wish to add a note to. This could be done from the Upcoming Task Table or from an Asset's Task Schedule. To Add Interim Notes from the Upcoming Task Tab...

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...

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 th...

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 titl...

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...

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 Asse...

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 ...

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-...

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 "Du...

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 Co...