How to Manage Your Assets Efficiently
If you are running a business that involves a lot of assets, such as equipment, furniture, vehicles, etc., you need to have a system to manage them efficiently. You need to know where your assets are, who is using them, how they are performing, and when they need maintenance or replacement.
One way to do this is to use an asset management software that can help you track, allocate, maintain, and revoke your assets with ease. In this blog post, we will show you how to use one such software, called Asset Manager.
Asset Manager is a web-based application that allows you to manage your assets from anywhere and anytime. You can add, edit, delete, and categorize your assets, as well as allocate them to users, send them for maintenance, and revoke them when needed. You can also generate reports on your asset inventory, allocation, maintenance, and revocation.
Here are some of the features of Asset Manager and how to use them:
Allocate Asset #
Any asset can be allocated to a particular user. This means that the user has the right to use the asset for a certain period of time. You can also specify the quantity of the asset that the user can use.
To allocate an asset to a user, go to All Assets > Action > Allocate Asset and select the user name, quantity and the date period. Click save button.
The report on allocated assets are shown in ‘Asset Allocated’ tab.
Asset Maintenance #
Asset maintenance helps to maintain assets under repair or any kind of service related to it.
Any user who has been assigned an asset can send it for maintenance when required.
Sending it to maintenance will send an in-app notification & also an email notification if enabled to some of the selected recipients.
Sending assets for maintenance: #
If any asset is to be repaired or send for maintenance purpose can be added here.
Go to All Assets > Action > Send Asset for Maintenance and provide the required details(attachments can also be attached). Click save button.
The report on asset added for maintenance are shown in ‘Asset Maintenance ‘ tab.
The status of maintenance can be changed here using edit option.
Asset Revoked #
The assets allocated to users can be withdrawn or canceled for various reasons.
To revoke an asset from a user, go to Assets Allocated > Action > Revoke and provide the required details. Click the save button.
The report on revoked assets are shown in ‘Asset Revoked’ tab.
Asset Categories #
While adding an asset, it can be categorized under a category. For example assets like chairs, tables can be added under the category of furniture assets or office assets.
Categories for assets can be added, edited and deleted in this tab.
Asset Settings #
Settings prefixes and notifications can be done under the settings tab
Prefixes:
Each of the assets has a code for reference. Also when assets are allocated, revoked or added for maintenance, it is referred to with a code for easy identification.
The prefix for these codes can be set as per required.
Prefixes can be set for Asset code, Allocation code, Revoke code, and Asset maintenance in the Settings > Prefix tab.
Notification:
‘Asset send for maintenance’ Notification: #
This notification is sent when a new asset is sent for maintenance by any user.
Go to Settings > Notification and select
Enable the check box ‘Enable email‘ and select the recipients to whom the notification is to be sent.
Add the mail subject and body using the available tags and save it.
Whenever a new asset is added by any user, the notification is sent to the selected recipients.
‘Asset assigned for maintenance’ Notification: #
This notification is sent when a user is assigned an asset for maintenance(repair/do servicing etc).
Go to Settings > Notification and enable the check box ‘Enable email’.
Add the mail subject and body using the available tags and save it.
Whenever a user is assigned an asset for maintenance, a notification is sent to that user.
