Difference between revisions of "CREATING ASSETS"
(→IMPORTING ASSET DEFINITIONS AND ASSETS) |
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In system settings under Asset the default settings for WTS/WTS-P can be selected. The following document explains the table. | In system settings under Asset the default settings for WTS/WTS-P can be selected. The following document explains the table. | ||
| − | [https://drive.google.com/file/d/ | + | [https://drive.google.com/file/d/0B12lArY3sB7xdlJoa01PVFNVNVE/view?usp=sharing Asset System Settings] |
'''Create and Modify Asset Statuses''' | '''Create and Modify Asset Statuses''' | ||
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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. | 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. | ||
| − | [https://drive.google.com/file/d/ | + | [https://drive.google.com/file/d/0B12lArY3sB7xNUxEQk1VM0o0UDg/view?usp=sharing Create and Modify Asset Statuses] |
== CREATING ASSETS MANUALLY == | == CREATING ASSETS MANUALLY == | ||
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The following document goes over the steps in detail for creating assets manually within the WTS/WTS-P. | The following document goes over the steps in detail for creating assets manually within the WTS/WTS-P. | ||
| − | [https://drive.google.com/file/d/ | + | [https://drive.google.com/file/d/0B12lArY3sB7xV1RnVks3N1dCeFE/view?usp=sharing Create Assets Manually] |
== ADDING DETAILS TO AN ASSET == | == ADDING DETAILS TO AN ASSET == | ||
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To import '''Either''' file go to '''''Admim > Data > Import Asset csv file''''' | To import '''Either''' file go to '''''Admim > Data > Import Asset csv file''''' | ||
| − | [https://drive.google.com/file/d/ | + | [https://drive.google.com/file/d/0B12lArY3sB7xNUV0MjlhZTY0VTA/view?usp=sharing Definition Import Table] |
| − | [https://drive.google.com/file/d/ | + | [https://drive.google.com/file/d/0B12lArY3sB7xWHM0YTJwRE56QmM/view?usp=sharing Asset Import Tables] |
Latest revision as of 14:28, 20 June 2017
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.
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.
Create and Modify Asset Statuses
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.
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
