Tutorials

Process Guides

• 360 Reporting: Data Guide
• Assets Setup Guide (Beta)

Configure Settings

• Assign Configurable Fieldsets to Asset Types
• Assign Status Groups to Asset Types
• Configure Asset Type Hierarchy
• Configure Attachment Types for Assets
• Configure Default Field Values for Asset Types
• Configure Default Naming Convention for Assets
• Configure Status Groups for Assets
• Create New Configurable Fieldsets
• Create New Custom Fields

Manage Assets

• Assign Assets to Projects from the Company Assets Tool
• Create Assets in the Company Assets Tool
• Delete Assets
• Edit Asset Statuses
• Edit Assets in the Company Assets Tool
• Generate QR Codes for Assets
• Import Assets to the Company Assets Tool
• Link Sub Assets to a Parent Asset
• Manage Asset Attachments in the Company Assets Tool
• Manage Related Items for Assets
• Search and Filter Assets

360 Reporting

• Create a Company 360 Report

View Assets

• Configure Your View for the Company Assets Tool
• Create and Manage Saved Views for Assets
• Search and Filter Assets
• View Asset Details in the Company Level Assets Tool
• View Assets Change History