EDIFICE Inquiry - Asset Management View

Use the Asset Management view to manage company owned assets and the work to be done for the assets.  Assets can be any type of item your organization owns like hydrants, poles, pipes, substations, vehicles and equipment including office equipment such as desks, computer systems, photocopiers, etc.  You can maintain information for the assets and attach them to a location or non-billable location (site).  You can create new assets, update asset information, track assets due for maintenance, report on your assets and create work orders.  For example, work orders can be issued for assets like fire hydrants or poles that are installed on a particular street, but are not owned by a customer.

Notes:  

 

Directions:

From the EDIFICE Inquiry, click Tools and then click Asset Management.  

EDIFICE Inquiry - Asset Management View Example:

 

EDIFICE Inquiry - Asset Management View Prompts

Create a list of Assets

To start, select the desired parameters for creating a list of assets.

Note:  To build assets, go to the Add an Asset step.

Parameters

Choose the options for determining the assets to display.

  • Installed - Select the installed date range for assets.

  • Asset Types - Select the types of assets or select All Asset Types.

Search

To create the list, click Search .  Processing displays as the list is being built.

 

Other ways to Search:

  • To look for a specific description or location, enter the search text in the (Search assets) box .  

  • Or, to search for information in a specific field, click Advanced .  The following search options display.
    Tip:  This type of search can be handy.  For example, to see all hydrants made by manufacturer ABC, choose ABC in the Manufacturer field.

 

Enter the desired text in the field.  The results will display in the grid.

Organize Asset List

The Asset list shows eligible assets for you to review and take action on.  The list can be sorted and filtered so that you only see the desired assets.  

Tip:  Use the grid setting to add or remove columns in the grid, including user definable fields.  For example, you might add customer ID, location ID, or tenant address as columns in the grid.

 

Sort List

To sort the list, click the desired column heading.  To sort in reverse order, click the column heading a second time.  For example, you can sort the list by expired or remaining life.

Filters

To limit the assets to those that meet certain criteria, click Filter next to the desired column heading.  Any column can be filtered.  The available filter choices display.  Here is an example of remaining life filters.  Click to check the desired box or boxes to use as filters and then, click OK.

Note:  Advanced filtering options are available by clicking Text Filters.

Grouping

To organize items by a specific column heading such as remaining life or asset type, drag the desired column heading to the box above the grid.  

Grouping Box:

Asset Management Tools

There are several tools in the Asset Management view that you can use for managing your assets.  Assets can be added, edited and removed using these tools and work orders can be created for them.

 

Adding an Asset

To add an asset, click Add Asset and the following screen displays.

For details on maintaining asset information, see Asset Maintenance.

Removing an Asset

To remove an asset, click to highlight the asset and then, click Remove Asset .  

Change Site

An asset needs to be associated with a site or a location in order for work orders to be created.  

To easily add, change or remove a site associated with an asset, click Change Site .  The following screen displays:

 

1.  At the site ID field, enter the ID.  Or, to search for the ID, click Search .  

2.  Or, to create a site, click Add .  Then, enter the site information.  For directions, see Site Maintenance.

Asset Work Orders

 

Viewing Work Orders

If there are work orders for an asset, a plus sign displays in the left most column.  To view the work order details, click Plus .

 

 

Creating a Work Order

To create a work order for an asset:

Notes:  

  • Work orders can only be created for assets that are tied to a site or location.  

  • Work orders for assets can also be created in Work Order Entry.

1.  Click to highlight the asset displayed in the list and then, click Create Work Order .  

2.  If the site has a location ID, you are asked if you want to use the location instead of the site ID to create the work order.  

3.  The Work Order Entry screen opens with the location or Site ID selected.  If there is a customer associated with the asset, the customer ID field fills in as well.  For details on creating the work order, click here.  

Print Asset Report

To print the asset details, click the checkbox in the left most column for the desired rows and then, click  Print.  A single asset or multiple assets can be selected to print.

Note:  The format for the asset printing is similar to the screen display and is generally setup during the installation.  If formatting changes are needed, please contact NDS Support at 800-649-7754.

Asset Management View Right-click Functions

To see these options, right-click in the grid.

 

  • To load the account information into the Inquiry, click to highlight the account.  Then, right-click and select Load Account.

  • To expand all rows in the grid, click Expand All.

  • To collapse all rows in the grid, click Collapse All.

  • To copy the information highlighted in the selected rows, click Copy.

Printing & Exporting Functions

These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

 

  • To begin printing a report of the items in the grid, click Print.  

  • Or, to view a list of the transactions to the Print Preview window, click Print Preview.

  • To create a Microsoft Excel spreadsheet from the items in the grid, click Save as Excel and complete the save as steps.

  • To create a PDF document from the items in the grid, click Save as PDF and complete the save as steps.

  • To create a Microsoft Word document from the items in the grid, click Save as Word and complete the save as steps.

Window Save As

The Windows Save As steps:

  • At the Save In field, navigate to the desired location.

  • At the File Name field, enter a file name.

  • The Save as Type is set based on the Save as selected:

  • Excel document to save as an Excel file.

  • PDF to save as a PDF document.

  • Word Document to save as a Word document.

  • PNG to save as a PNG image.

  • Click Save .