Status Configuration

Owned by Julie Joy (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

Status Configuration for Fixed and Non-Fixed Assets

The asset status and sub-status information is used to track the asset accurately at a detailed level. An Administrator can rename Asset status and also create sub statuses (max. up to 3) under a particular asset status. The Administrator can add, rename, deactivate and configure the sub-status for the selected Tenant. Upon configuration, the renamed status and new sub statuses will supersede all the previous status/sub status name on all the applicable pages of Fixed and Non-fixed assets.

To create Sub status, perform the following steps:

  1. Select Asset > Configuration > Asset Masters > Status Configuration.

  2. On the STATUS CONFIGURATION page, select the Tenant. A list of all the configured status for the selected Tenant is displayed under the DETAILS section.


    Figure: Status Configuration page

    Note

    • The Green color code indicates a default Sub status.
    • The Red color code indicates a deactivated Sub Status.
    • The Yellow color code indicates a new Sub Status.

  3. Right-click any of the default status, a pop-up list with the following options is displayed:

    • Create Sub status: Click this option to create a new sub status. The Analyst can add a new sub status under the parent status. The newly added sub status is reflected in the amber color.
    • Rename: Click this option to rename a parent status. The Analyst can rename an existing parent status based on the requirements.
    • Configure : Click here to know more about Configuration of Statuses

  4. Right-click the required sub status, a pop-up list with the following options is displayed:

    • Rename: Click this option to rename a sub status. The Analyst can rename an existing sub status based on the requirements.

    • Deactivate: Click this option to inactivate the selected sub status.

      Note

      The inactive sub status is displayed in red color. To inactivate a sub status, see How to inactivate a sub status?

    • Set as Default: Click this option to set a sub status as default. The default sub status is reflected in green color.
    • Configure: Click this option to configure a sub status. See How to configure a sub status?

  5. Click SUBMIT to save the changes.

    Note

    If multiple sub statuses are created under a Parent status then only one sub status can be set as default sub status.

ACTIONS

This section explains the icons displayed on the ACTIONS panel of the Status Configuration page.

Click EXPAND ALL to expand all the configured status.

Note

When the expanded Status list is displayed under the DETAILS section, the COLLAPSE ALL action is displayed on the ACTIONS panel. Click COLLAPSE ALL to collapse the status list.

Configuration of Status

  1. Select Asset > Configuration > Status Configuration
  2. On the STATUS CONFIGURATION page, select the tenant from the left panel. By default, the Statuses available in the application are displayed in a tree structure. Refer the figure below.

                                               Figure: Status Configuration page

  • The Status options displayed are the in-built statuses in the system. It is not possible to create new statuses. The statuses can only be renamed or can be made parent statuses by creating sub statuses under each. 


3. Right click on any of the status. A drop-down menu is available. Refer the figure below.

   Figure: Status Configuration page

4. Click Configure. A pop-up is displayed with the list of asset types in the organization.

As you can see, the asset types are checked and greyed out. This means that, by default, these asset types are configured and mapped to the selected status, in this case, ALLOCATED STATE.

Figure: ALLOCATED STATE pop-up


  • The greyed out check box indicates that the corresponding asset type is already mapped to the Status and/or Sub status and are not configurable by the Admin.
  • It is worth noting that, there are instances in which certain statuses are not applicable for some asset types.

Consider this example: The status ‘IN-REPAIR’ is not applicable for non-fixed assets such as Consumables. In this case, the corresponding asset type will be unchecked and greyed out by default. In short, the unchecked greyed out asset types indicate that corresponding asset types are not applicable to the selected status. Refer the figure below.


Figure: IN-REPAIR pop-up

  • By default, the disabled asset types are not available for any asset transaction. Also, the sub statuses follow the configuration policies of their parent statuses.

How to inactivate a Sub Status?

To inactivate a sub status, perform the following steps:

  1. Navigate to the required sub status of the STATUS CONFIGURATION page.

Right-click the sub status and click Deactive.


Note

If any asset is mapped to this sub status, the below  pop-up message is displayed:

How to configure a Sub Status?

By configuring sub status, you can map Status and the corresponding Sub Status to available Asset types in your organization.

To configure a Sub Status, perform the following steps:

  1. Select Asset > Configuration > Status Configuration
  2. On the STATUS CONFIGURATION page, select the tenant from the left panel.
  3. Statuses are displayed in a tree structure. Click on the sign to expand the parent status. Right-click the Sub status to be configured. A drop-down menu is displayed as shown in the figure below.

           

                   

                     Figure: Status Configuration page

4. Click Configure. All the Asset Types are displayed in the pop-up. Refer the figure below. You may enter a short description about the selected sub status in the corresponding field. 


Figure: Sub Status Pop-up

The asset types that can be mapped are available in an editable format (not greyed out).

5. Select the check boxes to map the corresponding asset type to the selected status and sub status. Refer the figure below.

    Post selection, click SUBMIT.

Figure: Sub Status Pop-up


6. Click SUBMIT on the Status Configuration page. The mapping is completed and you get a confirmation message as below.


Figure: Confirmation Message

  • The selected asset type is mapped to the corresponding Status and will be available on all action pages (Add, Update, Allocate, Deallocate, etc.) of the asset type.
  • If the check box is editable, it indicates that the corresponding asset type is available for mapping based on the requirement.