en:asset
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en:asset [2022/04/08 11:05] triinp [5.6.3. Example - fixed asset history is generated 2 months ahead] |
en:asset [2022/04/08 14:03] triinp [Setting: Asset has one active in charge user] |
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| - | More detailed user management can be done using the ** Users ** tab of the assets and the **Assets** tab of Personnel Card.\\ | + | More detailed user management can be done using the assets ** Users ** tab and the Employee Card **Assets**.\\ |
| - | On Fixed Assets card ** Users ** tab can edit and add rows to the ** Resources ** tab in Personnel card. | + | On ** Users ** tab in Fixed Assets card can edit and add rows to the ** Resources ** tab in Employee card. |
| If the system setting ''The asset card is editable=NO'' is used, the user data can only be changed through an additional document [[en/capital_asset_change|Fixed Asset change ]] | If the system setting ''The asset card is editable=NO'' is used, the user data can only be changed through an additional document [[en/capital_asset_change|Fixed Asset change ]] | ||
| - | {{:et:jane20220401-112023.png}} | + | {{:et:triinp20220408-125357.png}} |
| **Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et:yld_inventar#seadistamine_ja_kasutusvoimalused|Põhivara ja personali vahendite seos]];\\ | **Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et:yld_inventar#seadistamine_ja_kasutusvoimalused|Põhivara ja personali vahendite seos]];\\ | ||
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| If user is added to the fixed asset card through Users tab, then it is immediately in the Assets tab on personnel card: | If user is added to the fixed asset card through Users tab, then it is immediately in the Assets tab on personnel card: | ||
| - | {{:et:jane20220401-112153.png}} | + | {{:et:triinp20220408-125539.png}} |
| - | + | ||
| === 7.2.1 Setup and usage options === | === 7.2.1 Setup and usage options === | ||
| === Relation between assets and personnel assets === | === Relation between assets and personnel assets === | ||
| - | It is necessary to set the assets **Types**, in order to save assets lines to personnel card tab **Assets**. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': | + | It is necessary to set the assets **Types**, in order to save assets lines to **Assets** tab in Employee card. A list of asset types is created ''Settings->Personnel settings->Data Types->Asset'': |
| {{:et:triinp20220405-103429.png}} | {{:et:triinp20220405-103429.png}} | ||
| - | This table creates a list of asset groups as we want to systematize them in the Personnel module. This list does not have to directly match with the list of asset classes.\\ | + | A list of asset groups is created to this table as we want to systematize them in the Personnel module. This list does not have to match to the asset classes list directly.\\ |
| - | :!: Rows without an asset type cannot be saved under personnel card assets. | + | :!: Rows without an asset type cannot be saved under Employee card assets. |
| Read more in the Personnel Module Guide. | Read more in the Personnel Module Guide. | ||
| For **Asset class** is selected to, which personnel module asset type the given class corresponds to: | For **Asset class** is selected to, which personnel module asset type the given class corresponds to: | ||
| - | {{:et:jane20220214-141738.png}} | ||
| - | :!: The fixed asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the fixed asset types on the personnel card. | + | {{:et:triinp20220408-132356.png}} |
| + | |||
| + | :!: The fixed asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the fixed asset types on The Employee card. | ||
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| **Yes**- When a new user is added to the table, the previous user's row is "closed" and its end date is automatically set to one day less than the new user's start date: adding a new user to the table, the previous user's row is "closed" and its end date is automatically set to one day less than the new user's start date: | **Yes**- When a new user is added to the table, the previous user's row is "closed" and its end date is automatically set to one day less than the new user's start date: adding a new user to the table, the previous user's row is "closed" and its end date is automatically set to one day less than the new user's start date: | ||
| - | {{:et:jane20220401-114411.png}} | + | {{:et:triinp20220408-133042.png}} |
| Only the last line can be edited and deleted (previous users lines are locked). If you delete the last line, the previous one becomes the active line and can be changed. | Only the last line can be edited and deleted (previous users lines are locked). If you delete the last line, the previous one becomes the active line and can be changed. | ||
| Also the end date is removed from it. | Also the end date is removed from it. | ||
| - | **No**- all lines are freely editable. Except for required fields that must be filled (Type, User, Start date). This means that the asset has multiple concurrent users and the asset is on a several personnel card. | + | **No**- all lines are freely editable. Except for required fields that must be filled (Type, User, Start date). This means that the asset has multiple concurrent users and the asset is on a several employee card. |
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| + | {{:et:triinp20220408-140330.png}} | ||
| - | {{:et:jane20220401-114102.png}} | ||
| - | \\ | ||
| - | \\ | ||
| - | \\ | ||
| === System setting: Asset and personnel relation === | === System setting: Asset and personnel relation === | ||
