Assets

An asset is a piece of equipment or a component which you can record a service history against, track the movement of, and upload documentation on, such as warranty information or user manuals. Using AroFlo's asset register, you can keep tabs on internal assets provided to staff, as well as manage client-owned assets that require routine maintenance.

Assets List

To view your company's assets, tap Menu > Manage > Assets.

Alternatively, to view assets for a specific client, tap Menu > Manage > Clients > tap the options button beside the client > Assets.

Assets from all categories will be listed. Tap Categories to narrow down your search if you know the category and/or sub-category the asset is stored in.

What information appears on the asset preview?

The name of the asset
Image of the asset, if applicable (see Documents and Photos)
The Category or Sub Category of the asset (if viewing All Categories)
Listed asset types, if applicable
Certain information taken from the Asset Card.

Sub assets

Sub assets will display with a to allow you to expand the grouping.

Searching and Filtering

Other than using the categories to narrow your search, you can also use the search and filter options.

Search

Tap the (magnifying glass)
Enter part of the Asset Name, Customer ID or Serial Number, or tap (scan barcode) to scan an asset's barcode.

See Barcode Scanning for a full explanation of setting up and using barcode scanning in AroFlo Field.
Tap Search to display results.

Clear search

Tap the x next to a keyword to clear it from the search.

Filter

By default, the asset list displays active assets belonging to the business unit if searching for company assets, or client if searching client assets.

Use the filter options if you wish to change which assets display:

Tap the (three lines)
Select from the relevant options. See table below.
Tap Apply to display results.

Filter Option	Description
Business Unit/Client
(Business Unit/Client Name)	Lists the assets for this business unit, i.e. company-owned assets / lists assets belonging to the selected client.
All	View all assets, regardless of who they belong to
Status
Active	Lists active assets.
Archived	Lists archived assets.

If displaying All, the company name/Business Unit the asset belongs to will be listed in bold beside each asset (see image).

The Filter option is also available when adding assets to tasks. See Add a client asset to a task - Change the list filter.

Not sure what filters are being used?

Check the header of the list to see what's being used as a filter, e.g. Business Unit, Client, or All, and Archived.

Asset options

Once you've found the asset you want, tap the name of it to access the asset options:

Option	Description
Asset Details	Opens the asset card
Documents & Photos	View all attached documents and photos for this asset.
Create New Task	Create a new task with this asset included, using the client that the asset belongs to.
Tasks	Displays a list of open tasks that were created from this asset.
Compliance	Displays a list of all open compliance items which include this asset. See Add a client asset to a task - Asset Options.
History	Displays a history of tasks which include/included this asset as a linked asset.
Users	See which users are assigned to this asset. See Assign Assets to Users.
Inventory	View Inventory items linked to this asset. See Asset Card - Asset Tabs and plus button.