|
|
|
Company Asset Tracking
This screen allows you to maintain a tracking history file of each Asset. This also provides information relating to the current location of all the Assets owned by the company.
List Tab
Display fields
Asset Name: Display only field showing the Asset Name taken from the Asset Register
Asset Number: Display only field showing the Asset Number as held against the Asset record.
Description: Display only field showing the description of the Asset as held against the Asset record.
Status: Display only field showing the status of the Asset as held against the Asset record.
Type: Display only field showing the Type of Asset as held against the Asset record.
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
|
• |
To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
|
• |
Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Inactive Status - If this is checked then the displayed list will include those Asset records whose status is ‘Inactive’
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Company Asset Tracking screen.
Detail Panel
Display fields
Asset Name: Display only field showing the Asset Name taken from the Asset Register
Status: Display only field showing the status of the Asset as held against the Asset record.
Asset Number: Display only field showing the Asset Number as held against the Asset record.
Asset Type: Display only field showing the Type of Asset as held against the Asset record.
Description: Display only field showing the description of the Asset as held against the Asset record.
Movements and History
Data Entry fields
Date Out: The date when the Asset was moved to the new location. This is prefilled with the system date but can be amended by keying in the revised date or selecting it from the drop-down calendar.
Time Out: The time of day when the Asset was moved to the new location. This is prefilled with the system time but can be amended by keying in the revised time.
Where: From the drop-down list select the type of location where the Asset has been located. The options are:
|
• |
Customer Site |
|
• |
Supplier Site |
|
• |
Company Site |
Name: From the drop-down list select the specific location of the Asset. The drop-down list reflects the choice made in the previous field.
Due In: An optional entry field showing the date when the Asset is due to be returned. You can add a date by either keying in the date or selecting it from the drop-down calendar.
Comments: An optional entry field for entry of comments relating to this tracking record.
Buttons
Close: This will close the Company Asset Tracking screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Tracking record.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.
Delete: This removes the current highlighted Tracking record.