Managing Facilities Assets

this topic contains information on the following associating assets to a facility docid\ i9kl4h3eyl abqpsz0pya facilities assets dashboard docid\ i9kl4h3eyl abqpsz0pya associating assets to a facility provides the ability to associate assets to a facility to associate an asset to a facility log in as either a facilities administrator, facilities analyst or facilities manager role open the facilities assets workspace this displays the active facilities assets workspace any existing facilities assets are displayed in this workspace to either create and associate a new asset to a facility, or associate an existing asset to a facility, do one of the following to create and associate a new asset to a facility a click new to open a new asset record form b enter the required data in the asset summary fields c select the detail tab, and as a minimum enter the location and the status for the asset the status field is mandatory the building , floor , room type , conference room , cubicle and other facilities space fields are optional, however, you must complete these fields if the asset is to be associated to any of these facilities further information on completing these fields is given in the facilities fields docid\ i9kl4h3eyl abqpsz0pya table below d enter a value (months) in the asset age / useful life field, and date in the in service date field if you want to apply a life cycle for the asset this displays life cycle information for the asset on the dashboard see facilities assets dashboard docid\ i9kl4h3eyl abqpsz0pya below an asset's life cycle begins from the date entered in the in service date field, not from the date entered in the purchase date field e click save to associate an existing asset to a facility a select the asset in the active facilities management workspace, and then double click to open the asset's record b select the detail tab, and as a minimum enter the location for the asset the building , floor , room type , conference room , cubicle and other facilities space fields are optional, however, you must complete these fields if the asset is to be associated to any of these facilities further information on completing these fields is given in the facilities fields docid\ i9kl4h3eyl abqpsz0pya table below c enter a value (months) in the asset age / useful life field, and date in the in service date field if you want to apply a life cycle for the asset this displays life cycle information for the asset on the dashboard see facilities assets dashboard docid\ i9kl4h3eyl abqpsz0pya below an asset's life cycle begins from the date entered in the in service date field, not from the date entered in the purchase date field d click save field description location enter the location using one of the following methods enter an existing location name, and then select the location from the displayed list click search , select the location from the displayed list, and then click use selected location click the small arrow on the far right of this field, and then select add new to add a new location building enter the building using one of the following methods enter an existing building name or id, and then select the building from the displayed list click search , select the building from the displayed list, and then click use selected facilities buildings click the small arrow on the far right of this field, and then select add new to add a new building floor enter the floor using one of the following methods enter an existing floor name or id, and then select the floor from the displayed list click search , select the floor from the displayed list, and then click use selected facilities floor click the small arrow on the far right of this field, and then select add new to add a new floor room type this field is disabled if the asset's status is assigned select either conference room , cubicle or other space in the drop down list depending on your selection, the associated field below is enabled conference room disabled if you have not selected conference room for room type enter the room using one of the following methods enter an existing floor name or id, and then select the room from the displayed list click search , select the room from the displayed list, and then click use selected facilities room click the small arrow on the far right of this field, and then select add new to add a new room cubicle disabled if you have not selected cubicle for room type enter the cubicle using one of the following methods enter an existing cubicle name or id, and then select the cubicle from the displayed list click search , select the cubicle from the displayed list, and then click use selected facilities cubicles click the small arrow on the far right of this field, and then select add new to add a new cubicle other facilities space disabled if you have not selected other space for room type enter the space using one of the following methods enter an existing space name or id, and then select the cubicle from the displayed list click search , select the space from the displayed list, and then click use selected facilities space click the small arrow on the far right of this field, and then select add new to add a new space facilities assets dashboard you can track the an asset's life cycle from the enhanced facilities assets dashboard to view this dashboard log in as either a facilities administrator, facilities analyst or facilities manager role select the facilities assets dashboard from the my dashboard drop down list at the top left of the workspace the following facilities assets dashboard widgets are provided facility assets in stock displays all assets that are currently held in stock facility assets by location displays facility assets by their location facility assets awaiting disposal lists details of all facilities assets with their record status field marked as awaiting disposal active work orders by statuses displays the status of currently active work orders active shipments by statuses displays the status of currently active asset shipments all active purchase orders by statues displays the status of all currently active purchase orders facility assets expiring in the next 30 days lists all facilities assets that are in use, but their useful life period is due to expire within the next 30 days facility assets end of life in use lists all facilities assets that have met or passed their useful life period, but their record status field is marked as end of life in use facility assets reached end of life lists all facilities assets that have met or passed their useful life period in relation to their in service date field