Assets Tab

The Asset tab contains two grids designed to link Inventory items to the Work Order, and then link those items to Work Tasks.

Tutorial Movie Watch the Work Order Tutorial Movies.

Asset Grid

The Assets grid lists the Inventory assets associated with the work order. The grid gives users easy access to these records and makes it easy to create new work orders involving the selected assets. Other special functions in this grid vary, depending on the type of assets listed.

A sample of the Assets grid appears below. Sort records in each grid by clicking on the headings.  An up or down arrow (highlighted in orange below) indicates whether data appear in ascending or descending order.

Assets Tab WO

Associated Tasks Grid

The Associated Tasks grid shows the Work Order Tasks (found on the Tasks/Res tab) that are associated with the Asset selected in the Asset grid above it. Associating Assets with Tasks can be helpful in determining the work costs related to an asset.

A sample of the Associated Tasks grid appears below.

Wo_asset_task_grid

How to link a Task to an Asset

In This Section

Asset Record

Adding an Asset

Create a Subset

Loading a Subset

Loading a Subset for (Asset Type)

Add Assets from Map

Create a New Work Order

Add Multiple

Add Multiple (Asset)

Add Multiple Default (Assets)

View Asset Inventory Record

View Asset Inspection Record

Create Asset Inspection Record

View Asset in Map

Asset WO Cost and Unit Task Cost

Populate Complete Date

Change Asset Status

Valve Status

Meter Device

Populate Meter Reading

Check for Warranties

Stretch

See Also

Work Order Standard

Work Orders Header Data

WO Tab

Location Tab

List and Events Tab

Tasks and Resources Tab

Routing Tab

Costs Tab

Billing Tab

Related Tab

Requests and Tracking Tab

Links Tab

Custom Tab(s)

Comments Tab

Toolkit Functions

How to Create a WO

How to Create a WO for Multiple Asset Types

How to Create a WO from a WO

How to Edit a WO