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Asset dashboard

Keep an eye on your assets, including what's available and upcoming events.

This feature is available for users who have enabled Workforce HR.

Permissions

To access the Asset Dashboard, ensure the permission to View assets has been enabled.

Once enabled, the dashboard can be accessed through Operations > Assets


Filter dashboard

The asset list can be filtered by:

  • Search (by name or keyword)

  • Location

  • Status

  • Category

  • Held By (employee)

Events

Upcoming events groups assets that have events coming up in the next 30 days, or events happening later. These events include:

  • Scheduled repairs

  • Ending warranties

  • Ending contracts or licences

  • Insurance end dates and renewal dates

  • Scheduled maintenance

Category

Category groups assets together that share the same category. Available categories include:

  • Building Improvements

  • Buildings

  • Computer Equipment

  • Equipment

  • Furniture and Fixtures

  • Intangible Assets

  • Software

  • Vehicles

Status

Status groups assets together based on their current state. All five statuses may appear:

  • Available

  • Checked Out

  • Active

  • Lost or Missing

  • Disposed

Location

Location groups assets together based on the location they were assigned when created.

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