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How to Update, Remove or View an Asset

In this user guide we will show you how to update, Remove and view an Asset 

 

How to Update an Asset 

1) Click on the Asset Management feature located on the left hand side 

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2) Click on the pencil icon associated to the asset you are wanting to update 

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3) Make the require updates in the fields you are wanting to update and click Save 

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LEGEND

a) Asset Type:  Please select the Asset Type required for your asset 

b) Prefix: Does the asset have a prefix if so please put it in here 

c) Suffix: Does the asset have a barcode please add in the barcode here 

d) Introductory Text: Insert any text that you would like to appear at the top of the add/edit asset page

e) Owner Required:  Is an owner required for this asset please check off the answer that applies

f) Can Resident Edit:  Can residents edit this asset type ? Please check off the answer that applies 

g) Select Email Default :  Please select if you require your email is set to default or not 

h)Tool tip for default field : Add in a description for the default field 

 

 

How to Remove an Asset 

1) Click on the Asset Management feature located on the left hand side 

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2) Click on the garbage icon associated to the Asset you are wanting to remove 

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3) Type in the description section why you are archiving this Asset then click continue 

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Your Asset has now been archived so it can be used for future reporting purposes 

 

 

 

 

How to View an Asset 

1) Click on the Asset Management feature located on the left hand side 

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2) Click on the view icon associated to the Asset you are wanting to view

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3) In the view section you are able to see the Asset Details and History along with the Edit, Decline, Archive and back tabs. 

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