en:low_value_asset
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en:low_value_asset [2022/04/07 14:16] – [6. Address on fixed asset and low value asset card] triinp | en:low_value_asset [2022/04/07 14:25] – [7.2.1 Setup and usage options] triinp | ||
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* Location codes by floor - MOISA_4_7k, MOISA_4_9k | * Location codes by floor - MOISA_4_7k, MOISA_4_9k | ||
* Location codes by rooms (room numbers or names) - 01_ROOM, 02_ROOM | * Location codes by rooms (room numbers or names) - 01_ROOM, 02_ROOM | ||
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+ | ====6.2. Entering addresses location codes==== | ||
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+ | Address settings '' | ||
+ | Add location addresses on departments card at the bottom of the page. Enter asset location addresses to address rows. | ||
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+ | {{: | ||
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+ | * **Code**: location code, can be entered manually | ||
+ | * **Street**: text field | ||
+ | * **House**: text field | ||
+ | * **Apartment**: | ||
+ | * **Place name**: text field | ||
+ | * **Zip**: text field | ||
+ | * **City/ | ||
+ | * **County**: text field | ||
+ | * Entering the location code for the first time, fill in all the address fields | ||
+ | * The same location code can be entered under the next department. In this case, enter the location code and the address fields will be filled automatically. | ||
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+ | ====6.3. Use of address location codes==== | ||
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+ | If departments are not in use, create a GENERAL department under which to enter all the desired location codes | ||
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+ | * If a department is marked on the Fixed Asset and Low Value Asset card, you can select the locations marked under that department | ||
+ | * If a department is not marked on the Fixed Asset and Low Value Asset card, you can select all the locations | ||
+ | * Locations cannot be associated with objects or projects | ||
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+ | ==== 6.4. Display location fields on the Fixed Asset and Low Value Asset card ==== | ||
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+ | The location code is in the data group ** LOCATION ** on the fixed asset card. More fields of the location code can be displayed under the Fixed Asset card fine-tuning - '' | ||
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+ | ===== 7. User management ===== | ||
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+ | Low value assets can be linked to users with purpose to have an overview who owns or is responsible for the asset. Users are managed using the fields ** User ** and ** In charge ** on the asset main page or in the tab** Users **: | ||
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+ | {{: | ||
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+ | ==== 7.1 Simple user management ==== | ||
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+ | Simple user management can be organized using the ** User ** and ** In charge ** fields. | ||
+ | Persons from the Directo personnel register can be placed in these fields, who then will use or be in charge for the asset. | ||
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+ | :!: You can change the person codes on the low value asset card with simple user management, but the data history will not remain and the reports will not be viewable. | ||
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+ | ==== 7.2 Detailed user management ==== | ||
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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.\\ | ||
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+ | On Low Value Asset card ** Users ** tab can edit and add rows to the ** Resources ** tab in Personnel card. | ||
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+ | If the system setting '' | ||
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+ | {{: | ||
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+ | **Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et: | ||
+ | **User**- selection from users tab. Code is placed;\\ | ||
+ | **User name**- user name is displayed (after saving), cannot be changed;\\ | ||
+ | **Start date**- date of issue the low value asset to the user;\\ | ||
+ | **End date**- asset return date or termination of liability; | ||
+ | **Comment**- explanatory text. Not required;\\ | ||
+ | **Close out**- selection from users tab. Code is placed;\\ | ||
+ | **Close out name**- name is displayed (after saving), cannot be changed\\ | ||
+ | **Contract**- the document on the basis of which the low value asset was issued to the user. Text field. Not required;\\ | ||
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+ | If user is added to the low value asset card through Users tab, then it is immediately in the Assets tab on personnel card: | ||
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+ | {{: | ||
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+ | === 7.2.1 Setup and usage options === | ||
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+ | === Relation between assets and personnel assets === | ||
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+ | 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 '' | ||
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+ | {{: | ||
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+ | 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.\\ | ||
+ | :!: Rows without an asset type cannot be saved under personnel card assets. | ||
+ | Read more in the Personnel Module Guide. | ||
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+ | For **Asset class** | ||
+ | {{: | ||
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+ | :!: 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. |
en/low_value_asset.txt · Last modified: 2022/12/20 10:28 by triinp