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Settings - Asset Status

Adding an Asset Status

Adding an asset for business, made easier with these simple steps. It's almost just a few clicks away!

This platform has a feature to track the status of each asset that you have, which makes it easier for the assets to be tracked and monitored.

On the ‘Settings’ tab, go to Asset Status.

On the Asset Status page, there will be default statuses for each asset with its description.

When adding a new asset status, just click on the upper right corner '+Add New Asset Status'

Fill out the following information:

  • Asset Status Name: input the name of the asset status.
  • Description: input detail on the status of the asset which will be easier to be understood by the users, teams, or departments.

Click Add when it’s done and it should be added to the Asset Status page.

Successful Added Status:

Editing or Deleting an Asset Status

The imported or previously added assets have always room to be changed or removed with this feature.

For necessary changes, make use of the pen and the trash bin icons beside its description. The pen icon is to Edit, while the trash bin icon is to Delete.

Editing An Asset Status

You can edit the asset status by clicking on the pen sign.

Input the information that needs to be changed or updated. Once all information has been typed in, click Save to add the asset status.

Deleting An Asset Status

You can delete the asset status by clicking the trash sign.

Then, click Delete to confirm the removal of the asset status.

Importing New Asset Status

Adding a bulk of data, in the most efficient way!

This is for a large number of assets that need status because this will be through an excel file, which will be filled out and imported back to the platform.

This saves time on adding a new status one by one, instead, fill it out on a spreadsheet and then just upload it back.

On the same page of the Asset Status, go to Actions, then look for Import New Asset Status.

You will have the option to download its template and then fill it out when it has been downloaded.

Once the template has been downloaded, fill it out with the information that is needed for the assets.

The categories are provided in each column on what needs to be indicated.

When the template has been filled out, upload the file then click Next.

A Map Field will then be seen upon clicking Next. This shows all the categories that were indicated upon uploading the Asset Status imported file.

When this has been checked, click Next.

The file now is ready for Import. It will show the details and at the bottom part are the settings that you would like to set on the asset status to be imported.

When all of these have been set up, click on Import.

When the imported file has been successfully added, it will show on the Asset Status page.

Exporting Asset Status

Need a file in a PDF format or Excel sheet? Utilise this tab and have the data ready!

On the same page of the Asset Status, go to Actions which will give the necessary steps to execute the exporting of the data.

Select the option you prefer either from Export to Excel or Export to PDF and the exported file will be downloaded.

When the option 'Export to PDF' is chosen, it will be like the one below:

When the option 'Export to Excel' is chosen, it will be like the one below:

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