Editing Assets - Information Tab
Information Tab
Equipment information is the default view. It lists details about the selected asset.
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If the drop-down menu does not show the model you need, click the Add Model button. Detailed instructions are below.
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To add an asset directly from Amazon.com, pulling information from the website, click the Add from Amazon button. Detailed instructions are below.
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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.
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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.
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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.
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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.
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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.
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Enter the model name and model number (required) and a description (optional).
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Under the Parts tab, associate parts with this model by clicking the New Part link and then searching for the relevant parts.
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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.
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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.
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Choose a model type from the drop-down menu.
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Enter the name or model number, or scan a barcode. Click the magnifying glass
icon.
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Matching results display. Click the desired item.
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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
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