Tracking Assets with the Asset Tracking Homepage

New asset tracking enhancements enable you to search for assets and display asset information without scanning a barcode, view preventative maintenance schedules and work orders associated with an asset, and scan assets within a specific location to build an audit history for assets in that location—all from your mobile device or mobile scanning device.

To facilitate mobile asset tracking, PeopleSoft Asset Management provides the new Scan Asset, Scan By Location, and Find Asset tiles within the Asset Tracking homepage.

Image: Asset Tracking tiles in the Asset Tracking homepage

Asset Tracking tiles in the Asset Tracking homepage

FluidUI_AssetTracking_AssetTrackingTiles

The asset tracking tiles are part of the PeopleSoft Fluid User Interface and can be accessed from your mobile device or mobile scanning device.

Use the Scan Asset tile to retrieve general information, preventative maintenance schedules, and work orders associated with a scanned asset. The asset information is retrieved from the Asset Repository.

Use the Scan By Location tile to scan assets within a specific location and build an audit history for assets in that location. Audit history is stored in the Scan History (PI_SCAN_HIST) table.

Use the Find Asset tile to retrieve information for assets without scanning a barcode.

Note: Use the Scan Options page to configure field-level authorization and define email notification defaults for the pages within the Asset Tracking homepage.

Page Name

Definition Name

Usage

Scan Options Page

PI_SCAN_OPTIONS

Define email notification defaults and configure field level authorization for the pages within the Asset Tracking homepage.

Field Display Setup Page

PI_SCAN_OPT_FLD

Configure individual field display and edit properties for the Fluid pages in the Asset Tracking homepage.

Scan Asset Page

PI_SCAN_ASSET_FL

Retrieve general information, preventative maintenance schedules, and work orders associated with a scanned asset. The asset information is retrieved from Asset Repository. You cannot edit asset information on the Scan Asset page.

Scan By Location Page

PI_SCAN_LOC_FL

Scan assets within a specific location and build an audit history for assets in that location.

Find Asset Page

AM_FIND_ASSET_FL

Retrieve information for assets without scanning a barcode. You cannot edit asset information on the Find Asset page.

Notify (Email Notification)

PI_SCAN_EMAIL_SCF

Send email notification regarding an asset.

Use the Scan Options page (PI_SCAN_OPTIONS) to define email notification defaults and configure field level authorization for the pages within the Asset Tracking homepage.

Image: Scan Options page (1 of 5)

This example illustrates the fields and controls on the Scan Options page (1 of 5). You can find definitions for the fields and controls later on this page.

Scan Options page (1 of 5)

Image: Scan Options page (2 of 5)

This example illustrates the fields and controls on the Scan Options page (2 of 5). You can find definitions for the fields and controls later on this page.

Scan Options page (2 of 5)

Image: Scan Options page (3 of 5)

This example illustrates the fields and controls on the Scan Options page (3 of 5). You can find definitions for the fields and controls later on this page.

Scan Options page (3 of 5)

Image: Scan Options page (4 of 5)

This example illustrates the fields and controls on the Scan Options page (4 of 5). You can find definitions for the fields and controls later on this page.

Scan Options page (4 of 5)

Image: Scan Options page (5 of 5)

This example illustrates the fields and controls on the Scan Options page (5 of 5). You can find definitions for the fields and controls later on this page.

Scan Options page (5 of 5)

Notifications

Use this group box to define email notification defaults for all four tiles within the Asset Tracking homepage. The parameters you define here correspond to the Notify (email notification) option associated with the Actions List.

Field or Control

Definition

Business Unit

Select the business unit for which you will apply email notification defaults.

Send to Asset Custodian

Select this option to send notifications to the asset custodian (instead of the default email address) when you use the Notify feature in the Actions List.

When you select this option, the To field of the Email Notification pagelet is automatically populated with the email address of the asset custodian.

Asset custodian email address is defined on the PeopleTools User Profiles page. If custodian email address does not exist, the To field of the Email Notification pagelet is automatically populated with the default email address defined on this page.

Auto Send Email

Select this option to bypass the Email Notification pagelet and automatically send an email when you select the Notify feature from the Actions List.

Default Email Address

Enter a default email address that will automatically populate the To field of the Email Notifications pagelet when you use the Notify feature from the Actions List.

Use the Email Text tab to define subject line and message body default text for the Email Notifications pagelet when you use the Notify feature from the Actions List. PeopleSoft Asset Management delivers Message Catalog Set Number 8040 and Message Numbers 102 and 103.

Note: You can modify the delivered messages, but you must ensure you accurately maintain the bind variables when doing so.

User/Rolename Tile Options

Use this group box to configure field authorization for the Asset Tracking homepage. You can configure field behavior at an individual (user) level or by role. There are four tabs in this group box, each corresponding to one of the four Asset Tracking homepage tiles.

Note: If a user belongs to multiple roles, the superset of enabled options is used.

Field or Control

Definition

ID Type

Select the ID type for which you will configure field behavior. You can select User or Role.

User/Role

Select an individual user or role.

Scan Options - Field Display Setup icon

Click the Field Display Setup icon to access the Field Display Setup page and configure individual field display and edit properties.

Show Inventory List (Physical Inventory)

Select this option to display the asset inventory list on the Physical Inventory page.

If you do not enable this option, the asset inventory list is hidden from the Physical Inventory page.

Allow Retirements (Physical Inventory)

Select this option to enable asset retirement using the Edit Scan Record page from the Physical Inventory tile.

Show Assets Not in List Message (Physical Inventory)

Select this option to display an alert on the Physical Inventory page when a scanned asset is not in the Scan Scope.

Show New Scan Record Message (Physical Inventory)

Select this option to display a confirmation message on the Physical Inventory page when you create a new asset and click the Done button in the New Asset Scan Record page.

Show Edit Scan Record Message (Physical Inventory)

Select this option to display a confirmation message on the Physical Inventory page when you edit an asset scan record and click the Done button in the Edit Scan Record page.

Show Find Asset Message (Physical Inventory)

Select this option to display a confirmation message on the Physical Inventory page when an asset is confirmed in the Find Asset page.

Force Asset Location Update (Scan By Location)

Select this option to automatically update the Asset Location (ASSET_LOCATION) table with the scan location in place of the current location. When set to ‘Yes,’ the system inserts an effective dated location record into the Asset Location table. Location attributes are also stored in the Scan History (PI_SCAN_HIST) table.

Scan Any Location (Scan By Location)

Select the check box to allow the user to select any scan location. The Business Unit default for the Scan By Location tile is the Business Unit value specified in the Define User Preferences page.  This value determines which Scan Location values are available (via Tableset Sharing).  When the Scan Any Location check box is selected, the Select Scan Location page will display a Business Unit field to allow the user to initially select a Business Unit value before selecting a Scan Location. The prompt values for the Scan Location field will be locations available for the selected Business Unit value.

Use the Field Display Setup (PI_SCAN_OPT_FLD) page to configure individual field display and edit properties for the Fluid pages in the Asset Tracking homepage.

Image: Field Display Setup page

Field Display Setup page

Scan Options - Field Display Setup page

Physical Inventory Field Display Setup

Scan By Location Field Display Setup

Scan Asset Field Display Setup

Find Asset Field Display Setup

The field display setup options for Physical Inventory include the Show Field and Allow Field Edit options.

The Allow Field Edit option is disabled for Business Unit, Asset ID, and Tag Number, and cannot be selected.

The field display setup options for Scan By Location include the Show Field and Allow Field Edit options.

The Allow Field Edit option is disabled for all fields except for Comment. Disabled fields cannot be selected.

The field display setup options for Scan Asset include the Show Field only.

The field display setup options for Find Asset include the Show Field only.

Use the Scan Asset (PI_SCAN_ASSET_FL) page to retrieve general information, preventative maintenance schedules, and work orders associated with a scanned asset.

Image: Scan Asset page - Assets

This example illustrates the fields and controls on the Scan Asset page - Assets.

Scan Asset page - Assets

Image: Scan Asset page - Preventative Maintenance

This example illustrates the fields and controls on the Scan Asset page - Preventative Maintenance.

Scan Asset page - Preventative Maintenance

Image: Scan Asset page - Work Orders

This example illustrates the fields and controls on the Scan Asset page - Work Orders.

Scan Asset page - Work Orders

Scan an asset barcode to retrieve general information, preventative maintenance schedules, and work orders associated with the asset. Asset information displayed on this page is retrieved from Asset Repository.

The Scan By toggle switch is displayed based on the value entered in the Installation Options - Asset Management page. For details see Setting Up Application-Specific Installation Options

Select the Assets tab to view general information about the asset. Hazardous assets, warranties, and asset hierarchies are indicated with icons when an asset has that attribute.

Select the PMs tab to view preventative maintenance schedules for the asset. Upcoming maintenance is indicated with an icon when an asset has that attribute.

Select the Work Orders tab to view work orders associated with the asset.

Note: You cannot edit asset information on this page. If an asset does not have preventative maintenance or work orders associated with it, the related tabs are disabled.

Use the Scan By Location (PI_SCAN_LOC_FL) page to scan assets within a specific location and build an audit history for assets in that location.

Image: Select Scan Location page

This example illustrates the fields and controls on the Select Scan Location page.

FluidUI_AssetTracking_ScanByLocationTile

Image: Scan By Location Page

This example illustrates the fields and controls on the Scan By Location page.

Scan By Location page - location detail

Select a location for the Scan Location field.

When an asset’s location differs from the scan location, you can use the Force Asset Location Update toggle to update the ASSET_LOCATION table with the scan location. When set to ‘Yes,’ the system inserts an effective dated location record into the ASSET_LOCATION table. Location attributes are also stored in the PI_SCAN_HIST table.

Select Done to retrieve a list of assets associated with the specific location.

Scan assets to build an audit history for assets in the specific location. The Scan By toggle switch is displayed based on the value entered in the Installation Options - Asset Management page. For details see Setting Up Application-Specific Installation Options

Select Edit Comments to edit comments for the asset.

Use the Find Asset (AM_FIND_ASSET_FL) page to retrieve information for assets without scanning a barcode.

Image: Find Asset page

Find Asset page

FluidUI_AssetTracking_FindAssetTile

Enter search parameters, such as Business Unit and Asset ID, and select Search to retrieve information for scanned assets. Asset information displayed on this page is retrieved from the Asset Repository.