Validating Asset Checklists
Once assets are created, they are put into a Checklist Pending State. While in a Checklist Pending State, the asset is unavailable on the Assets Page, and is instead accessible via the Pending Assets Page.
The Pending Assets Page only shows in stock assets by default, to view newly created assets, you might need to uncheck the Only Show Received filter.
Currently, there are four checklist states, of which two are considered pending, and two are considered approved/validated. The four states are as follows:
Onboarding (Pending): An asset in this state has been created and saved in our databases, but all of it's checklists are still pending validation. These assets are visible on the Pending Assets Page.
Rent Approved (Validated): An asset in this state has been approved for renting. These assets are visible on the Assets Page.
Selling (Pending): An asset in this state has been added to a sales quote for selling purposes, and the sales quote has been approved. These assets are visible on the Pending Assets Page
Sale Approved (Validated): An asset in this state has had all of it's checklist validated/approved. These assets are visible on the Assets Page
Step 1 - Open The Asset Checklist Popup
When an asset is saved using the Save and Open button, the platform automatically redirects you to the newly created asset's Checklist Popup.
In case of assets being sold, assets are put into the selling checklist status when the sales quote is approved. On approval, the user can click on the checklist-alert icon on a quote in the quotes table to redirect to the asset's Checklist Popup.
In case you wish to manually access an asset's checklist popup, head to the Pending Assets Page via links available on the Left Navigation Bar. Find the desired asset within the list of pending assets displayed or filter assets to find your desired asset if not already visible on the Pending Assets Table. Once visible, click on the desired asset's row to open it's Checklist Popup. Assets on the Pending Assets Page are grouped by (sales) order if any is attached to the asset.
Step 2 - Validate Information On Checklists
The Asset Checklist Popup features a header and several checklists within their respective tabs. The header displays some information relevant to the asset and also links to the sales inspection of an asset in the selling checklist status.
Tabs highlighted in yellow represent a checklist pending validation. Each Checklist Tab features two distinct sections.
The section on the bottom features a table, where each row represents an asset field (or a set of asset fields) pending validation. The Validated Column on this table shows a checkbox that is used to mark information in an asset field as valid. The asset field (or fields) in question are also visible on the far right of the table, and can be used to edit information on the asset before marking it as valid.
To begin validating information on the asset, modify field information if necessary, and check the validated checkbox against the asset field, before saving the checklist.
A checkbox highlighted in red represents asset fields that are required to be validated for checklist validation to pass.
Step 3 - Validate Checklists
The section on the top of the Checklist Tab features checklist validation information, and a checkbox to mark the checklist as valid. This checkbox remains disabled until all asset information required for checklist validation is marked as valid. Once this checkbox is enabled, check the checkbox and save the checklist to mark it as valid. Once marked validated, a check mark will appear on the validated checklist's tab to indicate that the checklist has been validated.
Repeat the steps above for all enabled checklist tabs.
Step 4 - Validate Final Checklist Tab
The Final Tab on the Checklist Popup remains disabled until all checklists are validated. Once all checklists are validated, proceed to the Final Checklist Tab.
This tab features a single checkbox that allows promoting the checklist status. Checking this checkbox and pressing the Save button, will propel the asset into the next stage of checklist validations.
When all checklists have been validated, the asset will be promoted to the Sale Approved checklist status and will be moved to the Assets Page.
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