Wednesday 28 March 2018

Asset Management in TrakIT

With the latest update of TrakIT, we have added a new Asset Management module to help you manage your assets used for work orders in a more systematic way.

The first step is to define the types of Assets for your organisation. Any number of Asset Types can be available. For e.g. Trucks, Trailers, Drivers, Products, GPS Units, Ships, Office Equipment, Forklifts and so on.

In the example below, we have 3 assets types defined. Please contact TrakIT Support with the list of Asset Types you would need in your TrakIT installation.

Each Asset Type can have Categories as well as Fields that are defined in Admin > Master Tables > Assets Master. Select an Asset Type and create the categories and data fields for the Asset Type. The Data fields for the asset are similar to the Data items created for a Work Order. There is no limit on the number of Data fields for an Asset Type.

Once you have created the categories and data fields for each Asset Type, you can open System > Asset Management to add assets.

All the assets will be listed as per the Asset Type selected. You can search for assets using the filters provided. 

To view the details of any Asset, click on any asset from the list. The Asset Detail page will open:

If you want to link this asset to any other asset, click on the plus icon and select the Asset Type and Asset Name where this asset needs to be linked. For example: a trailer and driver can be linked to a truck. All the linked assets will be listed under 'Linked Assets' tab.

All the Asset data will reflect under 'Asset Data' tab, more fields can be added here by adding them in in Assets Masters under Master tables.

Adding Assets to Work Orders

Assets can be linked to work orders in TrakIT. In order to achieve this, you must first enable Assets in the Workflow definition. Go to Admin > Workflow Definitions. Select a workflow, modify the header and enable Assets.

Once this is enabled, an 'Assets' section appears under the Header section on a work order. Click the icon to add a new asset. Select the Asset Type, Asset Owner and the Asset. The selected asset is displayed in the Asset section. Any number of assets can be added on the work order. When an asset is added to the work order, any other assets linked to the asset are also added at the same time.

Details and Fields of assets that have been linked to work orders can be exported in Advanced Reports and Forms.

Assets also support location updates via APIs. For more information on updating Asset Locations, please contact TrakIT Support.

We will be adding more features to Asset Management in the future. If you find any issues or have suggestions or feedback, please do let us know.

For any questions or concerns, please contact TrakIT Support.