Asset Management

About Asset Management

As reviewed in the article ‘Data Types & Hierarchy’, Manifest uses the data type of ‘Asset Class’ to categorize a type or category of equipment. Asset Classes contain basic information about the equipment’s’ make and model, 3D models, IoT Meter types, PDF documents, and job Templates. Any number of Assets may be created for each Asset Class and associated with various Locations. Each Asset may contain Job History, current IoT readings, and current open or Jobs.

The Asset Management tab in Manifest iPadOS displays a list of all Asset Classes and Assets created and available in that Manifest instance and allows users to view and manage data at this level.

Navigating Asset Management

Asset Classes List

On the lefthand side of the Asset Management tab, there is a list of all the Asset Classes in the domain. A down arrow to the right of the list item indicates that the class has corresponding Assets. Users may select the Asset Class listing to expand the list of associated Assets. The Asset Classes and Assets are sorted in alphanumeric order.

Search and Scan

Above the Asset Class list view is a Search option along with a Scan button. To view a specific Asset where the QR code is available, use the ‘Scan’ button. The application camera will open and prompt the user to ‘Scan to Start’ by aligning the QR code in the yellow frame. A successful scan will return the Asset in the list results and display the Asset Detail on the right.

To Search for a specific Asset Class or Asset, type in part or all the key words in the Search box and select ‘Search’ on the keyboard. Users can search by Asset Class ID or name, and Asset ID, serial number, Asset Tag ID, or Internal ID.

Asset Class and Asset Detail and Menus

Asset Management displays the Asset Detail on the right side of the screen for any Asset Class or Asset selected. Depending on whether it’s an Asset Class or Asset, the details and menu options will vary. As an example, while Asset Classes contain Templates, Assets will contain any Jobs created using those Templates along with any service history.

Asset Class Detail and Menu

Asset Class Detail will display the following information:

Image (or Manifest placeholder if there is none)
Asset Class Name
Make
Model
Type
Description

Asset Class Menu will include options to view the following, if available:

Meters
Templates
URL
3D Models
Documents

Asset Detail and Menu

Asset Detail will display the following information:

Image (or Manifest placeholder if there is none)
Asset Class Name
Make
Model
Serial Number
Asset Tag ID
Location
Last Job

Asset Menu will include options to view the following, if available:

Job History
Jobs
Meters
Templates
URL
3D Models
Documents

Using Asset Class and Asset Menus

Asset Class Menu

Each Asset Class Detail contains a submenu in the upper right-hand corner of the screen with 5 icons: Meters, Templates, URL, 3D Models, and Documents. Select each icon to open a window with more information.

Meters

The Meters icon loads a dropdown list of all Meters associated with the Asset Class. Each list item contains the name of the Meter and a short description if provided.

If the Asset Class has no Meters, the dropdown simply reads “There are no meters.”

Templates

The Templates icon loads a dropdown list of all Templates associated with the Asset Class.

You can click each list item to open a sub window containing an overview of the Template’s steps. Pressing the ‘Auto-Preview’ and ‘Preview’ buttons at the bottom of the drop-down shows what the template would look like as a job in AR-mode.

If the Asset Class has no Templates, the dropdown simply reads “There are no templates.”

URL

The URL icon links to any website URL specified during the creation of the Asset Class. If a link exists, the page will load and open when you press the icon. If the Asset Class has no links, then a notification reading “There are no links associated with this Asset Class” will appear when you select the icon.

3D Models

The 3D icon loads a dropdown list of all 3D models associated with the Asset Class. When you select a list item, the corresponding model will load in full screen.

Selecting the information icon next to a model name results in a dropdown list of all the files making up the 3D model.

If the Asset Class has no 3D models, the dropdown simply reads “There are no models.”

Documents

The Documents icon loads a dropdown list of all documents associated with the Asset Class. When you select a list item, the corresponding document will load in full screen.

If the Asset Class has no documents, the dropdown simply reads “There are no files.”

Asset Menu

Each Asset detail contains a submenu in the upper right-hand corner of the screen with 7 icons: Job History, Jobs, Meters, Templates, URL, 3D Models, and Documents. Press each icon to open a dropdown window with more information.

Job History

The Job History icon loads a dropdown list of all completed Jobs for the Asset.

If the Asset has no Job History, the dropdown will be empty of any Job Cards.

Jobs

The Jobs icon loads a dropdown list of all Jobs for the Asset. Jobs can be filtered using the All Jobs / My Jobs toggle, or by selecting from the Unassigned, Open, and In Progress status options. Create a new job by clicking the ‘Add Job+’ button in the top right-hand corner or download self-assigned jobs using the download icon in the top left-hand corner of a job card.

Selecting a Job Card opens a sub window containing an overview of the job’s steps. If the Job is unassigned, you can click the ‘Assign’ button at the bottom of the dropdown to assign the Job to yourself.

If the job is already assigned, you can click the ‘Launch Job in AR’ or ‘Start Job’ buttons to begin the job.