What is Asset List ?

Asset List displays detailed information about all assets, including asset numbers, serial numbers, asset status, asset category, and asset currently attached customer.The customizable interface allows for personalized views tailored to specific roles and responsibilities, ensuring that relevant information is always readily accessible. It allows users to manage and access asset data efficiently.

Benefits:

• Increases productivity through customizable views and saved favorite filters
• Enables better decision-making with comprehensive asset information in one centralized location
• Simplifies reporting with flexible export options for sharing asset data
• Improves asset lifecycle management by providing clear visibility into asset status and assignments
  
  

Navigate to the section by clicking it.

• Filter
• Add New Asset
• Refresh
• Default Columns
• Favourite Filter
• Export
  
  

1. To access the Asset List, go to Business Management > Asset List from the desktop navigation bar.

You can also use this link to open the page: https://system.caction.com/asset-list

Filter

2. Click on "Filter Table Record" to filter the asset.

   

3. Select the filter variable you want.

   

4. Select the operator you want to apply.

   Operator	Definition
   Contain	The result will show all relevant results based on the filter values. (Not consider capital letter and small letter, recommend to use it if you are not remember the exact customer name.)
   Not Contain	The results will show all relevant results except the selected filter values. (Not consider capital letter and small letter.)
   Equal	The results will only show exact the same based on the filter value (Consider capital letter and small letter, recommend to use it if you remember the exact customer name.)
   Not Equal	The results will only show except the exact filter value. (Consider capital letter and small letter.)

   

5. For example, enter the asset serial number to filter. After typing the value, press "Enter".

6.  The result will be shown as below.

7. Click the "launch" icon to open the Asset detail page.

Add New Asset

8. Click on the "+ Add Asset" button to add a new Asset.

9. Click on the "Refresh" button to get the latest information.

10. Click "Default Columns".
    
    
11. Click "+ Create".
    
    
12. Select the columns you want to display.
    
    
13. Click "Save" button.
    
    
14. Click to the new displayed column "Column Group 2".
    
    
15. Click the "pencil" icon to edit the default column's name. The "setting" icon is to change columns selected for that display.
    
    
16. Enter the name of the customized display column.
    
    
17. Click the "tick" icon to save the name.
    
    
18. The new display column has been saved successfully.

19. Click "Favourite Filter" if you want to add a favourite filter.
    
    
20. Click "+ Add".
    
    
21. Name the favourite filter.
    
    
22. Click on the "Save" button and the favourite filter has been saved successfully.
    
    
    

Set Favourite Filter as Default Filter

23. Click "Favourite Filter".
24. Click on the icon beside the favourite filter to have more actions. 

25. Click "Default Filter" if you want to set a default filter.

26. Select the favourite filter you want to set as the default filter.

27. Default filter has been set successfully and it will apply automatically when you enter this page.

28. Click "Clear All" if you want to clear all the filter applied.

29. Click "Export" button if you want to export the asset list.
30. Select the export options to export the asset list.

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