Assets Overview

Key Features on the Assets Overview 

1. Move Assets Feature

The "Move Assets" feature is a powerful addition to the Admin Portal:

• Asset Relocation Made Easy

"Move Assets" allows you to select and transfer multiple assets effortlessly. Whether you're reorganizing your assets or dealing with specific scenarios, this feature simplifies the task. No need for cumbersome, manual processes—just a few clicks, and your assets are where you need them to be.

• Comprehensive Data Transfer

The beauty of the "Move Assets" feature lies in its ability to move all related data along with the selected assets. This includes components (and components of components), tasks, issues, QR codes, and inspections. Your asset management becomes more coherent and efficient as all data stays intact during the move.

To ensure a smooth experience, avoid these common mistakes that can affect asset relocation:

• Parent Assets: If you select a parent asset in the Assets table, there's no need to select the components manually. The feature will move them automatically.

• Asset Hierarchy: "Move Assets" does not relocate the asset's parent asset. Consequently, the asset hierarchy may be split across two buildings.

• Visits and Tasks: Visits are not moved by this feature. If the asset has tasks within visits, the visits will remain in the original building, and the tasks will be moved. You can see their original visit title from the task, but not from the visit since the task is no longer in the building.

How to Move Assets

Moving assets is a two-step process. First, select the parent assets you want to move, then click the "Move to Building" button.  

 A dialog will appear showing the related data that will move.  

Next select the target building and click "Move Asset(s)".

2. Bulk "Set Status" Functionality

With this feature, you can execute bulk "Set Status" actions. This means you can easily change the status of multiple assets at once. For instance, marking dozens of assets as "Inactive" at the conclusion of a construction project is a breeze. This feature simplifies the management of assets in various scenarios.

3. Add/Remove Assets in Asset Groups

With this feature, you can easily add or remove assets in new or existing asset groups. Follow these steps to manage your asset groups:

1. To Add an Asset to an Asset Group, select the Asset(s):

   • Click on the checkbox next to the asset(s) you want to add or move.

2. Click "Add to Another Group":

   • After selecting the asset(s), click on the "Add to Another Group" button.

   

3. Choose or Create an Asset Group:

   • A pop-up window will appear.

   • To add the asset(s) to a new group:

     • Click on the "New Group" button.

     • Enter a name and any required details to create the new asset group.

       

   • To move the asset(s) to an existing group:

     • Select the desired group from the dropdown menu.

       Note:

       Assets can belong to multiple asset groups simultaneously. Adding an asset to a new group does not remove it from any of its existing groups.

       

4. Confirm the Addition:

   • Click on the "Add Asset" button to finalize the process.

   

5. To Remove from an Asset Group

   Note:

   Please note that you cannot manually add or remove assets from Automatic groups. These groups are defined by criteria such as building group, building, or asset category, rather than by a specific list of assets.

   • Select the Asset Group from which you want to remove assets.

   

   • Click on the checkbox next to the asset(s) you want to remove and click “Remove from Group”.

   

The features on the Assets Overview page—Move Assets, Bulk "Set Status", and Add/Remove Assets in Asset Groups—greatly simplify and enhance asset management. They allow you to effortlessly relocate assets with all related data, update the status of multiple assets at once, and efficiently organize assets into groups. These tools streamline your workflow, saving you time and effort.