Difference between revisions of "ASSET TRACKING"

Latest revision as of 15:02, 10 May 2016

ASSET/PACKAGE TRACKING SHARED DATA

Asset Tracking and Package Tracking both share recipients and locations.

Recipients are called Custodians. Locations are still labeled as Locations.

Users in WTS/WTS-P are the same but permissions are given for each module of WTS/WTS-P once you have multiple modules.

ASSET TRACKING SETTINGS

System Settings

In system settings under Asset the default settings for WTS/WTS-P can be selected. The following document explains the table.

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Create and Modify Asset Statuses

Asset Statuses can be used to control the asset and trigger emails to the WTS/WTs-P User or Custodian. This also is the only area that an Asset can be "removed" from current assets so the asset is not counted.

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CREATING ASSETS MANUALLY

Below are the steps for creating an Asset manually.

1. Create a Category

2. Create the Category Definition Setup

3. Crate the Asset Definition

4. Create the Asset

The following document goes over the steps in detail for creating assets manually within the WTS/WTS-P.

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ADDING DETAILS TO AN ASSET

Once an asset is created details can be added to it by searching the Asset and selecting the magnifying glass next to the asset.

Here you can add attachments, photos or print an asset label. You can also set statuses, confirm maintenance, or verify the location of the asset.

IMPORTING ASSET DEFINITIONS AND ASSETS

You can import Asset Definitions and/or Assets to WTS/WTS-P. The following charts will help you with setting up the import.

The import file must be a CSV to be imported

To import Either file go to Admim > Data > Import Asset csv file

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