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Editing Assets - Information Tab

Last updated: Thu, 27 Apr 2017 19:05:51 GMT
iOFFICE Knowledge Center

Editing Assets - Information Tab

Information Tab

Equipment information is the default view. It lists details about the selected asset.

  1. If the drop-down menu does not show the model you need, click the Add Model button. Detailed instructions are below.

  2. To add an asset directly from Amazon.com, pulling information from the website, click the Add from Amazon button. Detailed instructions are below.  

  3. If you have the iOffice Space Module, a Show in Space button will appear in the Location section. Click this button to see the asset’s location on a floor plan.

  4. If the asset has a meter (copier, printer, etc.), click the Managed Asset box to ensure the iOffice Portal can communicate about this asset with mobile meter collection devices.

  5. Click Save to save any changes. Click Remove to remove the asset from inventory. Click Cancel to exit without saving changes.

 

Figure: Edit Asset Screen - Information Tab

Add Model

After clicking the Add Model button (#1 in previous figure), a window opens.

  1. Choose a model Type (category). If the desired type is not present, first enter it in the Administrative functions. See the administrative section of this guide for more details.

  2. Enter a Manufacturer name. If the desired manufacturer is not present, first enter it in the Administrative functions. See the administrative section of this guide for more details.

  3. Enter the model name and model number (required) and a description (optional).

  4. Under the Parts tab, associate parts with this model by clicking the New Part link and then searching for the relevant parts.

  5. Under the Attachments tab, upload documents such as user guides or repair manuals. Browse for the file, enter a name and description, and then click the Upload File button.

  6. Click the OK button to save the new model. Click the Cancel to close without saving. 

 

Figure: Add Model Screen

Add from Amazon

After clicking the Add from Amazon button, a window opens.

  1. Choose a model type from the drop-down menu.

  2. Enter the name or model number, or scan a barcode. Click the magnifying glass  icon.

  3. Matching results display. Click the desired item.

  4. Click the OK button to accept the selected item. Click the Cancel button to close the window without accepting the item. 

Figure: Choose Model Type Screen

 

 

Related Topics

Agreements Tab

Attachment Tab

Contacts Tab

Meters Tab

Replacement Tab

Inventory

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