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Asset Status - Create and Edit

Eptura Knowledge Center

Asset Status - Create and Edit

This article will help you manage your Asset Statuses, including Creating new statuses, and editing existing ones.

All changes to your Asset Settings will impact ALL users of the program

Getting There

AssetSettings.gif

  Settings > Module Settings > Assets > General  

  1.  Log into your ManagerPlus account and click on the Settings icon located on the left.
  2.  Click on the Assets icon under the Module Settings section.
  3.  You can see three sections at the top of the page: 
    clipboard_ee213982cad2a924fd8e640b26abb212d.png
  4. Select General
Asset Status

GeneralAssetSettings.gif

  • General controls which statuses are available for your assets.    
  •  Status List  shows the names of all current statuses.  
  •  Active  indicates the status should be treated the same as the ACTIVE status
    • Assets with an active status clipboard_e45bf464f50e50b925af2f2f28c4716c9.png will behave normally
    • Assets with an inactive status clipboard_ed1493ed0d4929a12f8af27f49b67c1a7.png can still have work orders created, but their PMs (on their Maintenance Plans) will not come be included on the PM Management board (thus, not be eligible to be automatically turned into a work)
  •  Default  selects the default status every time an asset is created, and can only be designated to a single status

To create a new status:

  1. Click the    +    button.  The new status line will appear.
  2. Enter the name of the new status
  3. By default, the new status will be treated as an Active status clipboard_e45bf464f50e50b925af2f2f28c4716c9.png.  Uncheck the box if it is not.

To edit an existing status:

  1. Click the pencil to unlock the status clipboard_e4e0884a95511e59a067ec126e718094e.png
  2. To delete the status, click the red trash can clipboard_e8f31fdddf51a890b84d5e5a60d93d235.png  
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