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Asset Information

From the Assets List, tap Asset Details to view the asset card or edit any of the asset's details. Remember to Save if you make any changes.

The asset card will display the following information:

Asset Header

FieldDescription
CategoryName of the category the asset's contained in (Rooftop Units in the example to the right).
Client name or business unitThe client name or business unit the asset belongs to (Rangeview Lodge in the example to the right).
StatusChange the status of the asset if you need to (see Archive an asset, below).

Overview

FieldDescription

Asset name

Primary identifier for the asset. Edit this if necessary.
Date CreatedThe date the asset was commissioned or entered into production/usage.
Asset Types

Used for linking asset types to this asset. Asset types let you specify which custom fields should appear on the asset. Tap to add an asset type to this asset, or tap x if you need to remove an asset type from this asset.

Allow Sub AssetsAllows you to add sub-assets that are part of the primary asset. An option to View/Add Sub Assets will appear here if this is ticked.
Location

The address at which the asset is located. See Locations.

Asset Details

FieldDescription
QuantityRecord the quantity of assets if part of a collection of assets to help identify the grouping.
BarcodeRecord the details of a barcode associated with the asset. See Barcode Scanning.
ODO ReadingThe current odometer reading of the asset. This figure is updated by assigning the asset to a task and registering the ODO reading at a particular time.
ODO TypeThe unit of measure for the odometer reading. The options are Kilometres or Hours.
Customer IDAn internal reference number that the client has for this asset.
SupplierWhich supplier the asset was purchased from.
ManufacturerThe company who manufactured the asset.
Order CodeUsed for referencing an order code for purchasing.
Model NoSpecific model number details for this asset.
Serial NoRecord the serial number of the asset.
Service Action Group

Select a Service Action group, if applicable. Service action groups can be associated per asset. See Service Actions Setup for more information.

Custom Fields

If the asset card in AroFlo Office contains custom fields, these will display as part of the Asset Details.

Asset Tabs and plus button

Displays the details of the asset, as above.

Displays notes attached to the asset/add a note.

View assigned users. See Assign Assets to Users. Tap(blue pencil) to assign/unassign users to this asset.

Tap More to access the following options:

OptionDescription

Documents & Photos

View/add asset documents and photos
View TasksDisplays a list of open tasks that were created from this asset. See Assets - Asset options.
Task HistoryDisplays a history of tasks which include/included this asset as a linked asset. See Assets - Asset options.
Client History

Displays asset movement history  including client, location, date and time moved, and the user who changed the asset details.

Inventory

View Inventory items linked  to this asset. See Create an Asset - Asset extras for more information

Create a task using this asset and client.


Archive an asset

You can archive an asset as follows (depending on your user access permissions):

  1. From the main menu, tap Manage > Assets.
  2. Select the asset category and then the asset you want to archive.
  3. Tap Asset Details.
  4. Tap the Status field and select Archived.
  5. Click Save.

View archived assets

To view archived assets, see Assets List - Filter.

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