Who is this article for?

Administrators who want to learn how to navigate Asset features.

Administrator permissions are required.

Understanding how to navigate asset features is crucial for efficient asset management and maintenance. This article provides a comprehensive guide to exploring and utilising the various features associated with assets, helping you leverage these tools to enhance your asset tracking, analysis, and decision-making processes.

1. Navigation

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

On the default landing page, Lucidity Asset features:

• Tab options: top panel listing areas of access within the module.
• Menu options: left-hand panel listing areas of access within the current tab.
• Help: provides links to help documentation such as user guides and support materials.
• Show Filters: allows for defining search parameters.
• Excel Export: an Excel report reflecting the current filters selected.
• Headers: click to sort in ascending/ descending order.
• Edit: edit select Asset details.
• Maintenance: access individual asset maintenance tasks.
• Actions: access additional options such as copy, archive and delete assets.

2. Tabs

As with all Lucidity Software Modules, Lucidity Asset uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the user guide.

• Asset: reflects the current module. Select to switch between modules.
• Asset Register: access to assets and maintenance tasks.
• Settings: Create, edit and update in-system lists.

3. Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the Asset Register page are divided into three main sections. Any field with the [SELECT] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.

Note: To avoid unwanted data such as archived records appearing unexpectedly, always select Reset Filters when clearing a recent search.

Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the current filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.

Automatically emailed reports can be specified using the My Emails feature. 

4. Column configuration

Columns within each page of Lucidity Asset can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running Reports.

5. Further reading

• Editing, closing and deleting maintenance tasks
• Repeating maintenance tasks
• Adding a Asset maintenance task