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Location: View Asset

 

Overview:

Use this menu to view the assets saved in the system, regardless of their status. It is important to point out that assets that have the "Restrict access to view screens" option selected may only be viewed by the members of the defined responsible team.

 

Specific buttons:

Click on this button to view the data of the asset selected in the list of records.

Click on this button to view the relationship of the asset selected in the list of records with other assets and/or processes.

Click on this button to use the Analytics resource to analyze the result obtained from the search.

Click on the arrow placed next to this button to configure and issue the desired asset reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, or searching the parameters that may be used in the configuration of new reports.

Click on the arrow placed on the right side of the button to change the screen layout to 3 quadrants. The third quadrant displays the details of the asset selected in the second quadrant.

Click on the arrow placed on the right side of the button to change the screen layout to 2 quadrants.

 

Use the filters described below to locate the desired records through specific information. To do that, go to the Search filters panel and click on the button to add them.

 

For further details about the "Search filters" panel and other view operations, refer to the Views section.

 

Columns

Use this filter to select an attribute that will be displayed as a column in the search listing, allowing its value to appear in line with the asset. To do this, click on the Add attribute in the result button and select the attribute of the asset you wish to search. To add more than one attribute in this search, use the Add option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

 
Favorites

Select the Only favorites field to display only favorite assets in the search result. For more information, refer to the "Search Filters View favorite records" section.

 
Asset

Asset: Select the asset you wish to search.

ID #: Enter the ID # of the asset you wish to search.

Name: Enter the name of the asset you wish to search.

Asset status: Expand the list and check the options that correspond to the possible steps in which the asset may be: Verification, Calibration, Maintenance, Disabled, Available, Usage event, Maintenance event or Calibration event. Use the other buttons next to the field to check all available options and clear the checked options.

Status: Expand the list and check the options corresponding to the status of the record of the asset that will be viewed.

Serial number: Enter the serial number of the asset you wish to search.

Specification: Expand the list and check the options corresponding to the possible specification of the asset you wish to search.

Responsible team: Select the responsible team for the asset you wish to view.

Warranty: Select the date range that covers the warranty period of the asset you wish to view.

Purchase dt.: Select the date range that covers the period in which the asset you wish to view was purchased by the organization.

Gage owner: In the Type field, select the desired option to locate assets from the organization (internal) or from another organization (third-party) or both. If the "External" option is selected, in the respective field, select the Company that owns the asset.

Condition: Use the fields in this section to locate the assets under determined condition associated with verification, maintenance or calibration activities. To do that, enter the ID # and the name of the asset condition or select the desired condition.

Location: Use the fields in this section to locate assets that belong to a certain location, associated with verification, maintenance, or calibration activities of assets that belong to a certain location or that are with a certain user.

Dept. using gage: Select the department in which the asset you wish to view is used. Use the other buttons next to the field to fill it with the logged-in user data and clear it.

 
Asset attributes

Click on the Add attribute button and select the attribute associated with the type of the asset you wish to search, the operator and a value for it. To use more than one attribute in this search, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

 
Request

Request: Select the request that was issued for the purchase of the asset you wish to search.

ID #: Enter the number or code that identifies the request that was issued for the purchase of the asset you wish to search.

Name: Enter the name of the request that was issued for the purchase of the asset you wish to search.

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be displayed on the right side of the view screen.