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Configuring Asset settings
Who is this article for?System administrator who want to learn more about configuring Asset settings.
Administrator permissions are required.
The following article details how to configure Lucidity Asset settings. See the sections below for more information:
1. Settings
Video: Settings Tab
The Settings tab is only available to the system administrator and is where the drop-down lists that are available within the filters of Lucidity Asset are generated.
1.1. Settings menu
From the Settings menu, system administrators can:
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Add new, edit and delete items from list.
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Use filters to search.
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Generate an Excel report for each list.
1.2. Managed lists
|
Managed lists |
Description |
|---|---|
|
Type |
List of asset types such as:
Selecting the 'Include assets in data source' option means all assets that are saved against that asset type will appear in the asset data source and the direct asset integration lists within Lucidity InForm. This is designed to make selecting the relevant asset in forms easier as well as save on loading time.
|
|
Asset Supplier |
List of asset suppliers |
|
Sub-Type |
List of asset sub-types such as:
These are linked to the asset type. |
|
Availability |
List of availability status' such as
|
|
Maintenance Type |
List of maintenance types such as:
|
|
Manufacturer |
List of asset manufacturer's. |
|
Usage Unit |
List of units used to measure plant and equipment usage such as:
|
2. Editing Settings
Care must be taken to ensure that any entries in lists that are modified do not have unintentional consequences, as all existing assets that have used a particular selection in a list will be also modified.
3. System settings within Lucidity Access
Some settings for Lucidity Asset are managed via the Settings tab within Lucidity Access as they apply to more than one Lucidity application. These include:
- Division
- Location
- Business Unit
- Project
- Company