Feature: Open the Asset Summary page.
Use: Quickly learn about asset changes on one page. You can also launch asset-related work like recording a task or creating a work order.
Prerequisites
Know how to open the Asset Registry page.
Opening an asset summary page
Start by opening the Asset Grid.
Go to the side menu and select Assets > Asset Registry.
Click an asset definition tile. The asset grid displays in a new window.
Go to the grid, find the Asset Number column, and click the link. The Asset Summary page displays.
Optionally, click the plus (+) icon in the top menu to expand all folders and unhide asset links.
Reviewing the asset summary page
The Asset Summary page has many sections.
Summary - Get key information like the asset number and unique identifier. Use the toolbar to edit the information in the widget and open the Geneology page. Click the three-dot icon to open a menu with quick links to many tools (e.g. record a task) and pages (e.g. view work orders).
Asset Elements - Displays values in the asset definition elements. Use the toolbar to view changes and edit values. Click the eye icon to hide or unhide fields.
Recent Tasks - Shows a list of recent asset-related tasks. Click a link to see task details.
Tasks - Shows the total number of asset-related tasks. Click the widget to display all tasks in a grid.
Files - Show the number of files uploaded to the asset folder. Click the widget to display a grid and access the files.
Links - Add one or more links to outside resources related to the asset, like a DropBox file or YouTube video.
Work orders - Shows the number of open work orders. Click the widget to display a list of work orders in a grid.
8. Telematics - If installed, the map shows the asset's location.
9. Comments - Add or review comments related to this asset.
10. Location - If a user mapped the asset's location, it displays here.
11. Activity Feed - Shows a log of updated asset elements and tasks recorded against the asset.
