Why don't you check out our Assets Module video tutorial.
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This video shows you how to use the Suppliers Module within isCompliant.
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The assets module provides an easy way to keep track of all your company assets, including which site they are located at, who is responsible for them and whether they are due any testing.
3.13.1 Creating an Asset record
- Open the Assets module.
- Click the New button in the bottom right hand corner.
- If you have chosen to manually insert codes to this module, you will need to insert a unique Asset Tag for the record. See Section 2.3.4 on Coding Rules for more information.
- Enter the Asset Name.
- Where necessary, you can add more detail by typing the Manufacturer and Model details in the grey boxes, then select the Device Type and Sub Type from the drop down box.
- Note: Device Type and Sub Type can be predetermined in the Tables.
- Where necessary, you can link the Asset to a Risk Assessment by selecting one from the drop down box.
- Click the checkbox if the asset has a Device Box associated with it.
- Click Save.
3.13.2 Adding detail to an Asset
You may not need to fill in every tabs for an asset record, as most will either need PAT Testing or Calibration / Servicing.
Asset Details: As explained in Section 3.13.1, you can add the key details of the asset here. You can also change the status of the asset to Active or Inactive.
Purchase & Value: Enter the Date of Purchase by typing the date into the grey box or selecting from the pop out calendar. Type in the Purchase Cost, Current Value, Serial Number and Service Tag. You can link the asset to a Supplier by selecting from the drop down box.
Current Assignment: The Current Assignment tab allows you to link the asset to a Site and Project, as well as the employee who has it on Current Assignment and the Responsible Person. Select each from the drop down boxes.
PAT Testing: If the asset Requires Electrical / PAT Testing, click on the checkbox. You can also tick if the PAT Test is to be Performed by the Original Supplier, or select the supplier who is your PAT Test Provider from the drop down box. If an employee carries out your PAT testing you can select them from the drop down list next to PAT Test Performed By. Enter the Date of Last PAT Test and Date Next PAT Test Due in the grey boxes; a calendar will pop out when you click in each one.
Note: the module index shows when the next PAT test is due so you can keep track. Click the Show Expired button to check you have not missed any test dates.
Calibration / Servicing: If the asset Requires Calibration / Servicing, click on the checkbox. You can also tick if the Calibration / Service is to be Performed by the Original Supplier, or select the supplier who is your Calibration / Service Provider from the drop down box. If an employee is responsible for calibration or servicing, you can select them from the drop down list next to Responsible Person. Enter the Date of Last Calibration / Service and Date Next Calibration / Service Due in the grey boxes; a calendar will pop out when you click in each one. Click the checkboxes if the asset has a Calibration / Service Certificate or a Certificate of Conformity.
Note: the module index shows when the next calibration or service is due so you can keep track. Click the Show Expired button to check you have not missed any service dates.
Notes: Type any Notes into the grey box.
Actions: You can create an Action relating to the Asset by following the steps set out in Section 3.6.2.
3.13.3 Editing or Deleting an Asset
You can edit an asset record by opening the Assets module and clicking the corresponding Edit button. If you have permission to edit within this module, you will be able to navigate the tabs as above and make any necessary changes.
To delete an asset, open the record and click the orange Delete button at the bottom right of the screen. Remember, you can make the asset inactive if it is not currently in use; go to the Asset Details tab and change the Status.