{"id":529,"date":"2022-02-02T16:54:23","date_gmt":"2022-02-02T21:54:23","guid":{"rendered":"https:\/\/www.pmievidencetracker.com\/manual\/?p=529"},"modified":"2022-05-19T13:27:02","modified_gmt":"2022-05-19T18:27:02","slug":"assets-tab","status":"publish","type":"post","link":"https:\/\/www.pmievidencetracker.com\/manual\/blog\/assets-tab\/","title":{"rendered":"Assets Tab"},"content":{"rendered":"\n

Asset Log<\/h4>\n\n\n\n

The \u201cAssets\u201d<\/em><\/strong> tab is how the user will access the \u201cAsset Log\u201d <\/em><\/strong>module of the application. The \u201cAssets Log\u201d <\/em><\/strong>is designed similarly to the \u201cEvidence Log.\u201d <\/em><\/strong>This feature is available for anyone with \u201cAsset\u201d <\/em><\/strong>permissions and has 4 new tabs to choose from (Setup, Reports, Archive, and Help).<\/p>\n\n\n\n

The <\/a>\u201cAssets Log\u201d<\/em><\/strong> (see figure 96)is the primary input screen for assets and the heart of the asset management portion of the PMI Evidence Tracker\u2122 application. All property is logged neatly and systematically into the program, ensuring that each piece of equipment is managed in a consistent and accurate manner. Information on an asset, its location, and to whom it is assigned can be quickly produced on demand.<\/p>\n\n\n\n

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Figure 96<\/figcaption><\/figure><\/div>\n\n\n\n

Notice the \u201cAsset Log\u201d<\/em><\/strong> uses a simple, one-screen format for entering data as well as seven options listed in the left pane, i.e., \u201cPrint Label,\u201d<\/em><\/strong> \u201cFind,\u201d<\/em><\/strong> \u201cDelete,\u201d<\/strong><\/em> \u201cAdd,\u201d<\/em><\/strong> \u201cCancel,\u201d<\/em><\/strong> \u201cSave,\u201d<\/em><\/strong> and \u201cAttachments\u201d<\/em><\/strong> as in the \u201cEvidence Log.\u201d<\/em><\/strong><\/p>\n\n\n\n

Customizing the asset log<\/h5>\n\n\n\n

To customize the \u201cAsset Log\u201d <\/em><\/strong>the user must have \u201cAdministrator\u201d <\/em><\/strong>permission. The customization process of the \u201cAsset Log\u201d <\/em><\/strong>is identical to the \u201cEvidence Log.\u201d<\/em><\/strong> Please refer to the process for customizing the \u201cEvidence Log\u201d as a guide to customizing the Asset Log.<\/em><\/strong><\/p>\n\n\n\n

Entering Assets<\/h5>\n\n\n\n

When the user first access the \u201cAsset Log,\u201d<\/em><\/strong> they will notice that some fields are shaded yellow. All yellow shaded fields are mandatory and must be filled in before a record can be saved. The user can move from field to field in this screen either by pressing the \u201cTab\u201d key or by selecting the desired field.<\/p>\n\n\n\n

Setup<\/h4>\n\n\n\n

The \u201cSetup\u201d <\/em><\/strong>tab is where the user can reset the field headers by selecting \u201cReset Field Headers.\u201d<\/em><\/strong><\/p>\n\n\n\n

Asset reports<\/h4>\n\n\n\n

The \u201cReports\u201d <\/em><\/strong>tab (see figure 97) will list all preloaded \u201cAsset\u201d <\/em><\/strong>reports. (Asset List, Archived Asset List, Asset Category Report, Asset Receipt, Audit Report, and Express Custom Reports (which will open the same Express Custom Reports as the reports tab on the main screen)).<\/em><\/p>\n\n\n\n

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Figure 97<\/figcaption><\/figure><\/div>\n\n\n\n
asset list<\/h5>\n\n\n\n

The \u201cAsset List\u201d <\/em><\/strong>report (see figure 98) generates a report that displays all assets entered in the \u201cAsset Log.\u201d <\/em><\/strong>The report will also show items that have been \u201cLiquidated.\u201d<\/em><\/strong><\/p>\n\n\n\n

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Figure 98<\/figcaption><\/figure><\/div>\n\n\n\n
Archived asset list<\/h5>\n\n\n\n

The \u201cArchived Asset List\u201d <\/em><\/strong>report (see figure 99) will display all assets that have been archived. The report will also show all information regarding that asset, it will also show the date it was liquidated.<\/p>\n\n\n\n

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Figure 99<\/figcaption><\/figure><\/div>\n\n\n\n
asset category report<\/h5>\n\n\n\n

The \u201cAsset Category Report\u201d <\/em><\/strong>will populate a new window (see figure 100). This window will display a list of the department\u2019s asset category. The user will then select a category from the list that they wish to recall information about.<\/p>\n\n\n\n

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Figure 100<\/figcaption><\/figure><\/div>\n\n\n\n

After they select a category and select \u201cReport\u201d <\/em><\/strong>a report will populate showing all items under the category that are active (see figure 101).<\/p>\n\n\n\n

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Figure 101<\/figcaption><\/figure><\/div>\n\n\n\n
asset receipt<\/h5>\n\n\n\n

The \u201cAsset Receipt\u201d <\/em><\/strong>report (see figure 103) will produce a receipt much like the property receipt in the evidence portion of the application. When the user wants to print a receipt for an asset, they will select this option which will populate a window (see figure 102) where the user can input the tracking number of the item they wish to print a receipt for.<\/p>\n\n\n\n

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102<\/figcaption><\/figure><\/div>\n\n\n\n
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Figure 103<\/figcaption><\/figure><\/div>\n\n\n\n
Asset Audit Report<\/h5>\n\n\n\n

The \u201cAudit Report\u201d <\/em><\/strong>(see figure 105) in the \u201cAsset\u201d <\/em><\/strong>module area of the application if selected will populate a window (see figure 104) for the user to input their desired audit parameters. The report is for a user to print and conduct a hand audit of the assets.<\/p>\n\n\n\n

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104<\/figcaption><\/figure><\/div>\n\n\n\n
\"\"
105<\/figcaption><\/figure><\/div>\n\n\n\n
archive<\/h5>\n\n\n\n

To archive an asset, the user must first edit the record and add \u201cDate Liquidated.\u201d <\/em><\/strong>If there is no date for the \u201cDate Liquidated\u201d <\/em><\/strong>the item will not show in the archive list (see figure 106) to be archived.<\/p>\n\n\n\n

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Figure 106<\/figcaption><\/figure><\/div>\n\n\n\n

The system will not show an item in the list of assets to be archived if the \u201cDate Liquidated\u201d<\/em><\/strong> has not been entered. To move an item from active to an archive, double click an asset to archive and then select \u201cArchive One.\u201d<\/em><\/strong> If the user wants to archive all the items listed in the \u201cArchive Case\u201d<\/em><\/strong> list, select \u201cArchive All.\u201d<\/em><\/strong> Once completed, the item will be PERMANENTLY<\/strong> removed from Assets. The user can view the archive database at any time by running \u201cArchived Asset List Report.\u201d<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Asset Log The \u201cAssets\u201d tab is how the user will access the \u201cAsset Log\u201d module of the application. The \u201cAssets Log\u201d is designed similarly to the \u201cEvidence Log.\u201d This feature is available for anyone with \u201cAsset\u201d permissions and has 4 new tabs to choose from (Setup, Reports, Archive, and Help). The \u201cAssets Log\u201d (see figure … <\/p>\n

Continue reading “Assets Tab”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[40,8],"tags":[73],"class_list":["post-529","post","type-post","status-publish","format-standard","hentry","category-application","category-assets","tag-asset-log"],"_links":{"self":[{"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/posts\/529","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/comments?post=529"}],"version-history":[{"count":5,"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/posts\/529\/revisions"}],"predecessor-version":[{"id":751,"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/posts\/529\/revisions\/751"}],"wp:attachment":[{"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/media?parent=529"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/categories?post=529"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.pmievidencetracker.com\/manual\/wp-json\/wp\/v2\/tags?post=529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}