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Understanding the Asset register
Who is this article for?Administrators who want to learn how to use the Asset register.
Administrator permissions are required.
The Lucidity Access Asset Register page serves as a central hub for comprehensive asset management, offering administrators a suite of powerful tools to oversee and maintain their organisation's resources. From viewing assets by type and monitoring maintenance status to managing associated forms and performing essential administrative tasks, this robust platform streamlines the complex process of asset oversight, ensuring efficiency and accuracy in resource management.
1. Register
Video: InForm Workflow Approvals & InForm - Asset Integration Pt 2 Webinar
This 30-minute webinar offers comprehensive training on Lucidity InForm workflow approvals and the second part of InForm - Asset integration. The session is structured as follows:
- InForm Workflow Approvals: 0:00 - 26:00
- InForm - Asset Integration (Part 2): 26:00 - 31:00
Note: This webinar was recorded in August 2020. Subsequent updates to the features or modules discussed are not included in this presentation.
The default landing page and the primary screen within Lucidity Asset is the Asset Register page. The asset register lists all assets within the organisation.
From the Asset Register page of Lucidity Access, administrators can:
- View assets by asset type.
- View asset maintenance status.
- View associated forms from Lucidity InForm for particular assets.
- Add or edit assets.
- Copy assets.
- Archive and delete assets.
- Manage maintenance tasks.
2. Asset type
Assets are divided into a number of asset types. Within each asset type, there are a number of linked sub-types which can be used to further filter and differentiate between assets.
All Assets are viewable from the 'All' menu, whereas individual asset types are viewable as individual registers as required.
Some examples of possible asset types and sub-types are listed below.
-
Mobile Plant
- Space Craft
- Forklift
- Trailer
-
Power Tools
- Battery Drills
- Saw
- Hot Air Guns
-
Computer and Mobile Devices
- Desktop
- Laptop
- Mobile Phone
- Tablet
3. Next maintenance status
When a due date or usage is assigned to a maintenance task, a status colour code is applied to the due date or usage. The colour code is the same as that used within other Lucidity Software modules, such as Lucidity Competency.
The overall asset maintenance Status is displayed on the asset register and is determined by the 'most overdue' due date or usage of any individual maintenance task. For example, if there are two maintenance tasks open for an asset and one is due in 90 days and one is due in five days, the overall maintenance status will be Orange or "Due < 1 month" to correspond to the task due in five days.
|
Maintenance Status |
Colour |
Description |
|---|---|---|
|
Current |
Green |
All open tasks/ maintenance activities due are more than one month in the future. This applies to tasks where maintenance is based on due date only |
|
Due < 1 month |
Orange |
One or more open tasks/ maintenance activities are less than one month in the future, and none are overdue. This applies to tasks where maintenance is based on due date only |
|
Overdue |
Red |
One or more open tasks/ maintenance activities are overdue. |