Skip to main content
Sign in

Assets

Marisa Potgieter
  • Updated

FCPlus assets module manual

FCPlus Assets manual

FCPlus Assets module enables to keep an eye on organization’s inventory and track the individual items. Special tag that can be monitored by the gps device is installed into the inventory item. One item can have several tags (barcode, different security devices etc.)

Assets view The right side of the screen displays the Map. The left side of the screen displays a list of defined assets. 

assets-2.png

For each asset the following columns can be displayed (generally, you will have only some of them visible):

  • Name
  • Status (OK, In Use, Missing, Lost, Defect)
  • Depot (home depot of the asset)
  • Groups (assets can be grouped for a better overview. One asset can belong to several groups)
  • Tag numbers
  • Last update
  • Location
  • Responsible (person who is responsible for this asset) etc.

assets-3.png

Settings In order to add a new asset choose: 

  • Add new (“Create new asset” window will open)

  • Insert the required data of the asset: 

  • Name

  • Serial number (default manufacturer's number)
  • Groups (you can add as many groups as necessary simply by clicking “Add” next to the Groups field. Groups can have different colors for simplify the map view.)
  • Tag numbers
  • Depot
  • Responsible
  • Next service

To edit the asset click on the asset on the assets list. 

You can change its status. Asset location can be added by typing the address or by marking on the map with a pin:

assets-6.png

Asset with a changed status displayed on the map:

assets-7.png

Images -You can also add a picture of as asset by clicking the Images tab -> Add new.

assets-5.png

Log - shows the actions summary (who did what and when). 

Import Companies may have their assets listed in some other software (for example Excel). To prevent inserting the data over and over again it is possible to extract the data from the 3rd part software to *.csv-file and easily import this file to FCPlus. NB! the file has to be in UTF-8 format.

By selecting Import on Assets' toolbar the importing window will open: 

assets-import1.png

It is important to notice that the column headers (first row of the .csv-file) have to remain in english and be presented exactly as following:

assets-import2.png

  • Name
  • Number
  • Status (OK; In Use; Missing; Lost; Defect). If column exists but the value is not among ours, set the status to “OK”.
  • Groups - comma-separated list
  • TagNumbers - comma-separated list
  • NextService - in YYYY-MM-DD format
  • Depot - has to match the exact name in Areas, otherwise the relation is not imported.
  • ResponsiblePerson - has to match the exact name OR email under People, otherwise the relation is not imported.

After the import it is possible to edit every asset individually (add picture, change status etc.)

Powered by Zendesk