Configuring the Asset Manager

Once an asset class has been imported, it must be configured and activated to create assets. Asset classes are listed in the Asset Manager configuration log automatically after importing, with a default status of inactive.

To configure an asset class

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Configuration > Asset Manager. The Asset Manager log opens. Any asset classes that have been designed in uDesigner will be listed in the log.
Select an asset class record from the log window and click Open. The asset class window opens.
Complete the General tab as described in the following table.
In the Custom Print tab, utilizing MS Word's XML schema, you can create a customized printed output.
To make the asset class active, click Active for the status. This will enable assets and asset sheets to be created in User Mode. The asset class is also available to use as a project category.
Click OK.

In this field:	Do this:
Sequence Format	Define the sequence used to create record numbers for new assets created for this class in User Mode. This is similar to business process numbering. Each time a new asset is created under this asset class, this sequence format will be used. Note: A sequence format change will not take affect once an asset is created under an asset class.
Help File	You can upload a PDF file as a help file for the Asset Manager. This file will be available from the asset class log window and individual asset record.
Auto Creator	Specify the auto-creator.
Status	Active or Inactive. Activating the configuration will make the class available in User Mode and Administration Mode to create assets, asset sheets, and asset templates. It also makes the asset class available as a project category in which to create projects that are associated with the assets.

To configure an asset class

See Also