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.

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.

Right-click in the grid to add a record.

Right-click on an existing record for options to View Record, Add Record, Edit Record, Delete Record, etc. (Right-click functions vary by type of asset.)

Double-click on an existing record to open it.

Reorder arrows appear at the bottom of the grid.

Select an asset in the grid and use the up or down arrow to change its position in the list. Note, however, that these buttons are activated only if the grid is sorted by the Seq column.

Note: Multiple asset types can be added to this grid.

Note: A single asset can be added to the grid multiple times.

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.

Right-click in the grid to link a task to an asset.

Right-click on an existing record for options to Link Tasks to Asset or Delete Record.

Select one or more Assets to link to a Task.
Right-click in the Task Association Grid and select Link Assets to Tasks. The following dialog appears:
Highlight a Task and click Select.
Note: To associate multiple tasks, use the Ctrl and Shift keys to highlight multiple tasks.
The Tasks are added to the Task Association grid.