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Asset Card

Learn how to check all of your asset information on the go in AroFlo Field

Updated on May 16th, 2024

Table of Contents

Asset Information Asset Shortcuts Other tabs Archive an asset

Asset Information

From the Assets List, tap Asset Details to view the asset card or edit any of the asset's details. Remember to Save if you make any changes.

The asset card will display the following information:

Asset Header

Field Description
Category Name of the category the asset's contained in (Rooftop Units in the example image).
Client name or business unit Client name or business unit the asset belongs to (Rangeview Lodge in the example image).
Status Change the status of the asset if you need to (see Archive an asset, below).
 
 
 

Overview

Field Description
Asset name Primary identifier for the asset. Edit this if necessary.
Date Created The date the asset was commissioned or entered into production/usage.
Asset Types

Used for linking asset types to this asset. Asset types let you specify which custom fields should appear on the asset. Tap (magnifier) to add an asset type to this asset, or tap x if you need to remove an asset type from this asset.
Allow Sub Assets Allows you to add sub-assets that are part of the primary asset. An option to View/Add Sub Assets will appear here if this is ticked.
Location The address at which the asset is located. See Locations.

 
 
 
 

Asset Details

Field Description
Quantity Record the quantity of assets if part of a collection of assets to help identify the grouping.
Barcode Record the details of a barcode associated with the asset. See Barcode Scanning.
ODO Reading The current odometer reading of the asset. This figure is updated by assigning the asset to a task and registering the ODO reading at a particular time.
ODO Type The unit of measure for the odometer reading. The options are Kilometres or Hours.
Customer ID An internal reference number that the client has for this asset.
Supplier Which supplier the asset was purchased from.
Manufacturer The company that manufactured the asset.
Order Code Used for referencing an order code for purchasing.
Model No Specific model number details for this asset. 
Serial No Record the serial number of the asset.
Service Action Group

Select a Service Action group, if applicable. Service action groups can be associated per asset. See Service Actions for more information.

 
 
 
 

 

Asset Shortcuts

Tap the (green plus button) to:

Option Description
Create Task Create a task using this asset and client.
Add User Easily assign a user to this asset. See Assign Assets to Users.
 

 

Other tabs

All tabs except for Overview will have a counter on them if there is information contained within them, e.g. if a note has been added or a user assigned to the asset.

 
 

Notes

Displays notes attached to the asset/add a note.
 
 
 

Users

View assigned users. See Assign Assets to Users.

 

Tap the (blue pencil) to assign/unassign users to this asset.
 
 
 

More

Tap More to access the following options:

Option Description
Documents & Photos View/add asset documents and photos.
View Tasks Displays a list of open tasks that were created from this asset. See Assets - Asset options.
Task History Displays a history of tasks that include/included this asset as a linked asset. See Assets - Asset options.
Client History

Displays asset movement history including client, location, date and time moved, and the user who changed the asset details.

Show me

 
 
Inventory

View Inventory items linked to this asset.

Show me

 
 

This function can only be done within AroFlo Office. See Create an Asset - Asset Extras for more information

 

 
 
 
 

 

Archive an asset

You can archive an asset as follows (depending on your user access permissions):

  1. From the main menu, tap Manage > Assets.
  2. Select the asset category and then the asset you want to archive.
  3. Tap Asset Details.
  4. Tap the Status field and select Archived.
  5. Click Save.

View archived assets

To view archived assets, see Assets List - Filter.

 
 

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