The Asset List accessed through Manage > Assets is your company asset register. Whether you bulk import or manually enter your company or client assets, you can manage their details and check task or compliance history and more through this screen.
List Overview
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What are Categories and why would I need to use them?A category is a way of sorting your Assets, whether they are internal or for your clients. You must have at least one category to begin using assets in AroFlo. |
What are Categories and why would I need to use them?A category is a way of sorting your Assets, whether they are internal or for your clients. You must have at least one category to begin using assets in AroFlo. |
Asset Actions explained
View Tasks
Open Tasks with the selected asset assigned to them.
Create Task
Create new Task with the selected asset attached.
Task History
View the Task history of the selected asset.
View Compliance
View Open compliance forms that have been raised for this asset.
Compliance History
View the history of compliance forms raised for this asset.
Adding and Managing Assets
When you first start using AroFlo, the asset list will be blank, however, there are different methods you can use to create them including:
During the process of creating an asset, you will need to have created (or use an existing category). Once you have some assets in your asset list, you will be able to start navigating them using the filters and searching tools.
Using Filters
| Use the Client and Location filters to determine whether you are working with your own assets (internal) or client assets (external). If you find that you can't see certain assets, try adjusting the filter for Client or Location. |  |
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Searching for Clients and Locations
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When opening your Asset List via Manage > Assets, your business unit's assets for all locations will be selected. To search for a specific client's assets, use the Client filter to select the relevant client, and if necessary, use the Location filter to further narrow down your results. If you would prefer to see everything in your client list, i.e. both internal or external, click Set No Client for the Client filter (and Set No Location for the Location filter if you used this). |
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Asset List Columns
Use the 
button to add or subtract columns to get more detail on assets in the list. For example, you can choose to display asset image thumbnails.
Asset Location Column
Asset Location in the columns shows the last task location that the asset was used on, not the listed asset location, as this is represented by the Location column.