Assets

Templates

Prerequisites  About Templates  Templates are step-by-step, captured workflows characterized by numbered steps typically completed in sequential order. Templates are associated with an Asset Class and they can be accessed and viewed from an Asset Class or from associated Assets.   Creating a Template  Adding, Editing, and Deleting Step Notes  Step Notes can be associated with any […]

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Assets

Prerequisites Only users with the Admin or Author role can add, edit, or deleted an Asset. About Assets Assets are registered under an Asset Class. Assets can be, but are not required to be, associated with a Location. An Asset represents a unique item (such as a piece of equipment) – likely with a serial number.

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