Additional Functions

INFO

Note: Assets can only be viewed, deleted and created by organizational users who have been granted relevant permissions

Right clicking on an asset's row open up the action menu, that lists down several options available for the asset.

Edit

This option opens up the Asset Edit Popup.

Validation Status

Hovering over this option opens up the Validation Menu, which allows user to see what fields on the asset are triggering a validation status warning. In case asset is validated, the menu will inform user that the asset is compliant with validation requirements.

Information Sheet

The Information Sheet option opens a generated summary report for that asset in a new browser tab — a snapshot of its purchase cost, recovery, rental performance, and service details.

INFO

Note: This option is only available to users granted the relevant permissions for asset reports.

The sheet includes:

• Status chips — Validated/Not Validated, In Service/Out Of Service, Capitalized, and any transaction-group tags, shown next to the filters. (The Capitalized chip and its filter appear only when Enable Capitalization is turned on.)
• Headline tiles — Recovery Rate, Rental Revenue (12 mo), Net Income (12 mo), ROI (12 mo), and Utilization (12 mo).
• Identification — asset number, name, serial number, make, model number/year, category, facility, and creation details.
• Purchase & Cost — purchase date/price, PO number, sell price, capitalized status, depreciation schedule(s), accumulated depreciation, and book value.
• Recovery — actual recovery rate and rental revenue over the trailing 12 months.
• Rental Performance (12 mo) — rental income, repair costs, net income, ROI, average monthly rental income, contract count, average rental term, and utilization for the trailing 12 months.
• Lifetime Performance — rental income, repair costs, net income, return on investment, and rental count since the asset went into service.
• Service & Usage — hour meter, in-service date, latest maintenance/inspection dates, warranty details, and the next routine maintenance due (by hours and by date).
• Rental Rates — the asset's current Daily, Weekly, and 4 Week rates, flagged when they're inherited from its category rather than set on the asset itself.
• Media — counts of files, photos, and PDFs attached to the asset (open the asset to view the files themselves).
• Specifications — the asset's filled-in spec/detail form, question by question, in the form's own order.

INFO

A dash (—) marks a value that was never recorded, as distinct from a genuine 0 — for example, an asset that has never been rented since the current system went live.

An As Of date filters the sheet to figures as of that date. Changing it automatically regenerates the sheet after a brief pause — there's no need to click anything. A Refresh button next to the filter is still available for an on-demand reload, and a download menu lets you export the sheet as JSON or PDF.

Delete

The delete option allows for deleting the asset. On clicking the button, the user will be prompted with a confirmation message. User can choose to proceed or abort the deletion.

WARNING

Note: An asset with an active work order or an active inspection cannot be deleted. In this case, the Delete option is disabled on the action menu, and hovering over it shows a tooltip listing the specific reason(s) it is blocked.

Mark Out Of Service / Mark Back In Service

This button allows users to toggle the asset status between Out of Service and In Service. If the asset is currently in service, clicking the button will mark it as out of service, and if it is currently out of service, clicking it will return it to in service.

Clicking the Mark out of Service opens the prompt which has a field to create work orders; upon checking that field and confirming the status, a new work order is made against the asset.

Restoring Assets

By default, deleted assets are not shown on the assets page. However, checking the Show Deleted checkbox shows a list of all deleted assets.

Deleted assets can be restored by right-clicking the asset row and clicking on the Restore option on the action menu, and confirming the resultant prompt.