The Asset Log, built in to the PMI Evidence Tracker, functions the same way that the Evidence Log does and you enter an asset the same way you enter a piece of evidence.
Adding Assets
Click Add. Fill out the form with all the relevant information. White fields are optional. Yellow fields are required by the program. Date fields can be in standard MM/DD/YY notation or MM/DD/YY hh:mm notation. Click Save when you are finished.
Making Fields Required (NEW in version 7.3)
Any filed in the Asset Log can now be made a Required Field (Note: This is only available to program Administrators). Simply right click on the field name and click ‘Required’ in the context menu. The field its self will turn yellow and is now required in order to create a record in the Evidence Log.
Assigned To
The biggest difference between the Asset Log and the Evidence Log is the ‘Assigned To’ field. This field, when used properly, can tell the Quartermaster who had that particular piece of equipment before it gets reassigned to someone else. In this way, it helps the Quartermaster keep track of those using the items and the condition that they are brought back in.
Working with attachments
Once an item is saved to the Asset Log you may want to add attachments to it. Simply select the item and click the Attachments button.
Click Browse to add files. Alternatively, or Drag and Drop files into the list to add them.
To delete attachments simply right-click on one and select delete.
A picture attachment can be set to automatically preview when you select an item on the Evidence Log. To determine which attachment is previewed click on the Default check box for that item.
Printing Labels
Printing labels is pretty straightforward. Select the item you want to print a label for and click the Print Label button.
The system loads the label template that is specified in System Setup. Based on the layout of the template file the system prints a barcode label to the printer specified in System Setup. If your barcode label printer name does not match the name specified in System Setup then Windows hangs onto the print job and nothing prints out. Make sure your label printer is named PMIPRINTER, not ZDesigner GC420T.
Finding An Item
- Click Find.
- Select which field you want to filter the Asset Log by.
- Type in what you want to search for. Add percentage signs (%) for wildcards at the beginning and the end as necessary.
- Click OK.
Deleting an Item
To delete an item simply double-click it and click the Delete button.
Working with the data grid
The asset items that your department has are displayed on the bottom of the Asset Log in a grid.
Showing more rows
For better performance the Asset Log loads the most recent 30 transactions by default. To see more click on the 500 or ALL tabs at the bottom of the grid.
Sorting by column
By default the Asset Log grid is sorted by Tracking Number, descending to show you the most recent items at the top. If you want to sort it a different way simply click on the column header of the column you want to sort by. Keep in mind that you may need to load more than 30 rows to use sort the way you intend.
Customizing the Evidence Log
It’s very easy to customize the Evidence Log to your needs and preferences. An Admin user can Rename a field, Hide a field, Move a field, and Edit the list of items for a Drop Down Field.
Rename a field
To rename a field right-click on the name and select “Edit Name”. Type the new field name. Click outside of the text box to finish editing.
Hide a field
To hide a field right-click on the name and select Hide.
Add a field
To show previously hidden fields click on the Green Plus symbol just above the top of the grid. Then select which field you want to bring back.
Move a field
To move a field right-click on the name and select Move. A box is placed around the field that is going to be moved.
Now click on where you want the field to go and it will move there.
Saving your layout changes
Editing, Hiding, and Moving fields are changes to the layout of the window. For this new layout to be saved you need to close the window and say Yes to whether you want to saved the changes. Then re-open the window.
Until you close the window and save the changes all other users will continue to see the old layout.
Edit the list of items for a Drop Down Field
Right click on the field name, then click ‘Edit Items’ Another context window will pop up. Click the Add button and then type what needs to be added to the dropdown. Click Save. You new item has been added to the list. You can now close the context menu.
Unlike Editing, Hiding, and Moving fields, when you edit the items in a list it is saved immediately.