Who is this article for?

Administrators who want to learn how to add, delete and edit Asset usage.

Administrator permissions are required.

Asset Usage management streamlines the process of tracking and modifying how resources are utilised within an organisation. This article explores the essential functions of adding new usage tasks, editing existing readings, and deleting entries, providing a comprehensive guide to optimising asset performance and accountability.

1. Usage

Video: Asset Usage Overview

Usage readings can be entered for assets based on specified units such as hours or kilometers. This can then be used to determine when a maintenance task is due.

Administrators can:

• View asset usage readings.
• Add or edit usage readings.
• Delete asset usage readings.
• Manage usage readings.

2. View asset usage readings

To view all usage readings, from the Asset Register page:

1. Click the Usage page.

2. All usage readings for all assets will be listed.

3. Add Usage task

Adding new usage readings for an asset can be done from either:

1. The Asset Admin page.

2. The individual Asset Usage page.

3. Or via an Inform form record.

3.1. Adding Asset usage via the individual Asset Usage page

Usage readings can also be entered from the individual Asset Usage page or from the overall Usage page. In either case, the steps are the same.

To add a new usage reading:

1. Click Add New.

2. Complete all relevant fields (Refer to Definitions of Fields below).

3. The details captured for each usage reading task may vary slightly between each system configuration. Fields marked with * are mandatory.

3.2. Definition of fields

There are a range of filters that can be used to classify each usage reading. These can assist when filtering or sorting assets and most can be edited via the Settings tab.

1. Click Save to create the reading.

5. Edit and delete a usage reading

To edit a usage reading, from the Usage page or from the individual asset Usage list:

1. Use filters to locate the required reading.
2. Click Edit to the right of the reading.

3. The usage reading details page will open. Refer to the Definitions of Fields above to edit fields as required.
4. Click Save to save changes.

5.2. Delete a usage reading

To delete a usage reading, from the Usage page or from the individual asset Usage list:

1. Use filters to locate the required reading.
2. Click Actions to the right of the reading.
3. Click Delete from the drop-down list that appears.

4. Click Delete in the pop-up box that appears to confirm.

5. The reading will be deleted.

6. Reporting from the Usage page

A standard Excel list report is available to display asset usage readings. Reporting on usage readings for an asset can be done from either the individual Usage page or from the overall Usage page. In either case, the steps are the same.

To generate a report, from the Usage page:

1. Click Show Filters.
2. Use filters as required to locate the relevant usage(s) required in the report.
3. Click Filter.
4. The lower half of the screen lists out search result. These will be reflected in the report.
5. Click Excel Export.

6. In the Excel report, sort and manipulate the data or merge the data with other reports as required.
7. Save the report.

7. Further reading

• Understanding the Asset register
• Configuring Asset settings
• Configuring Parent Assets and viewing linked form records