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Asset Management
Tracking assets, maintenance and inspections.
8 guides
Getting StartedForms & AuditsTasks & RemindersObligationsHuman ResourcesDocumentsRisk ManagementAsset ManagementExternal PartiesHazardous SubstancesReports & ChartsVisitor ManagementNoticeboardTimesheetsWorkplace CentreSystem Administration
Adding & editing assetsHow to add a new asset, edit its details/history/records, and delete assets individually or in bulk.AdminsAsset QR codesHow to generate and view a QR code for an asset.AdminsAssigning tasks & viewing records against an assetHow to assign a task against an asset and view its linked form and audit records.AdminsExporting asset dataHow to export a single asset's details or bulk export multiple assets.All usersScheduling & managing asset maintenanceHow to assign a maintenance reminder to an asset and manage the maintenance register.AdminsSetting up asset categoriesHow to add, edit, or delete the asset categories used when adding a new asset.AdminsThe asset register: views, statuses & filtersHow to use the asset register's views, quick status filters, and metrics.All usersTransferring assets & changing statusHow to transfer an asset to a new location or person, and change its status individually or in bulk.Admins
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