Searching Assets

You can search for Assets (Fixed, Accessories, Consumable, and Software) by specifying appropriate filter criteria on the FILTERS  pop-up pages.

To search for specific Assets:

  1. On the ASSET INVENTORY page (Asset > User > Manage Asset > Asset Inventory), under the SELECT THE ASSET TYPE section, select the Asset type for the Asset you want to search. For example, to search for Fixed Assets, click the FIXED icon.
  2. On the selected <ASSET TYPE> page, click Filters. the FILTERS pop-up page is displayed. Specify the required filter criteria to view a particular set of Assets, and then click SUBMIT. For more information about the fields on the FILTERS  pop-up page, click the respective drop-down Hotspot.

    Specifying Filter Criteria for Fixed Assets


    Figure: FILTERS pop-up page (Fixed Asset)

    Field Description

    The following table describes the fields on the FILTERS pop-up page.

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Status

    Select the Status from the drop-down list to view the Assets.

    Category

    Select the Category from drop-down list.

    Checker Status


    Select the Status of the Asset. The Asset status set by Checker is displayed in the drop-down field. This field is displayed only when on the Asset Management TENANT configuration page, the Enable Checker to Approve Requests from Maker checkbox is active and Add drop-down value is selected for Actions for Checker to Approve field. For more information see, Configuring Asset Management Module.

    Location

    Select the Location from the drop-down list to view Assets that belong to that location. Click the Search icon to select the Location. On the LOCATION pop-up page, the Locations are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Location. You can also search for the required Location using the Search bar.


    Figure: LOCATION pop-up page

    Return

    The Return drop-down list is displayed, if you select Allocated in the Status drop-down list. You can select either By User or By Request. If By User is selected, the Allocated Type drop-down list is displayed, where you can select the filter criteria such as Single User, Multiple Users, Tenant, Location and Customer. Based on the selected filter criteria, the subsequent field is displayed.

    Allocated Type

    The Allocated Type drop-down list is displayed, if you select By User in the Return drop-down list. You can select the filter criteria such as Single User, Multiple Users, Tenant, Location or Customer. Based on the selected filter criteria, the subsequent field is displayed. Select the appropriate values.

    Search By

    Select the search by criteria from the list.

    To specify multiple search values in the Search Value field, click the  icon. The  icon is displayed

    Search Value

    Specify the search value for the selected Search By criteria.

    To search by multiple search values, specify the search values separated by comma or in new lines.

    Asset Condition

    Select an Asset condition to view the list of Assets.

    Specifying Filter Criteria for Consumable


    Figure: FILTERS pop-up page (Consumable)

    Field Description 

    The following table describes the fields on the FILTERS pop-up page.

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Category

    Select the Category from drop-down list.

    Store

    Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.


    Figure: LOCATION pop-up page

    Attribute Name

    Select the Attribute Name from the drop-down list.

    Attribute Value

    Select the Attribute Value from the drop-down list.

    Status

    Select a Status to view the list of Assets. You can select either In-Store or Allocated to view the In-Store or Allocated Consumable, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.

    Search By

    Select the SearchBy criteria from the drop-down list.

    Search Value

    Specify the Search Value for the selected Search By criteria.

    Specifying Filter Criteria for Accessories


    Figure: FILTERS pop-up page (Accessories)

    Field Description 

    The following table describes the fields on the FILTERS pop-up page.

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Category

    Select the Category from drop-down list.

    Store

    Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.


    Figure: LOCATION pop-up page

    Attribute Name

    Select the Attribute Name from the drop-down list.

    Attribute Value

    Select the Attribute Value from the drop-down list.

    Status

    Select a Status to view the list of Accessories. You can select either In-Store or Allocated to view the In-Store or Allocated Accessories, respectively. If In-Store is selected, the Search By and SearchValue fields are displayed.

    Search By

    Select the Search By criteria from the drop-down list.

    Search Value

    Specify the Search Value for the selected Search By criteria.

    Specifying Filter Criteria for Software


    Figure: FILTERS pop-up page (Software)

    Field Description 

    The following table describes the fields on the FILTERS pop-up page.

    Field

    Description

    Tenant

    Select the Tenant from the drop-down list.

    Category

    Select the Category from drop-down list.

    Store

    Select the Store from the list to view Assets that belong to that Store. Click the Search icon to select the Store. On the LOCATION pop-up page, the Stores are displayed in the tree view. Use the Expand icon or click the Location name to expand the Location tree and select the required Store. You can also search for the required Store using the Search bar.


    Figure: LOCATION pop-up page

    Attribute Name

    Select the Attribute Name from the drop-down list.

    Attribute Value

    Select the Attribute Value from the drop-down list.

    Status

    Select a Status to view the list of Software. You can select either In-Store or Allocated to view the In-Store or Allocated Software, respectively. If In-Store is selected, the Search By and Search Value fields are displayed.