Maintaining Asset Locations

This portal is used to display and maintain asset location records.

Refer to About Asset Locations for more information.

You can access the portal from Menu, select Asset Management, then select Asset Location. You are brought to a query portal with options for searching for a specific asset location. Once an asset location has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

  • Asset Location: This zone provides details about the physical location where the assets are installed.
  • Currently Installed Assets: This zone provides a list of all the assets currently installed at this location.
  • Service Point Installed Assets: This zone provides a list of all the assets installed at this service point.
  • Asset History: This zone provides log details for the assets installed at this location.
  • Asset Summary: This zone lists the number of assets, by asset type, that are currently associated with the asset location.
  • Child Locations/Organizations: This zone lists the child locations and organizations associed with the asset location or organization.
  • Attachments: This zone enables users to manage all types of attachments for the asset location record.

The following zones may appear as part of the Maintenance tab page:

  • Service History: This zone displays a log of the service histories recorded for the asset location. Also, new service history can be created from this zone.
  • Activity History: This zone provides a log of the activities that have been performed at this asset location.
  • Permit: This zone displays permit information for this asset location.
  • Permit Service History: This zone displays a list of the permits that have been associated with assets at this location.
  • Functional Process: This zone displays all of the functional processes associated with a particular asset location.
  • Asset Location Business Flag: This zone displays the most recent business flags for the Asset Location which were created in last 30 days.

The following zones may appear as part of the Tree View tab page:

  • Location Hierarchy: This zone broadcasts a hierarchy view of the asset location.
  • Currently Installed Assets: This zone provides a list of all the assets currently installed at the location.

The following zones may appear as part of the portal’s Statistics tab page:

  • Asset Location Cost Summary: This zone displays a table of maintenance, renewal, and operational cost per cost category over the life of the asset. Costs buckets for each cost category are Month To Date, Year To Date, and Lifetime costs.
  • Cost by Service Class: This zone displays the total cost breakdown by service class for this asset.

The following zones may appear as part of the portal’s Log tab page:

  • Asset Location Log: This zone displays log information for the current asset location record.
  • Location Sync Requests: This zone lists data synchronization requests for the asset location.