en:low_value_asset
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en:low_value_asset [2022/04/07 14:17] – [6.3. Use of address location codes] triinp | en:low_value_asset [2022/04/07 15:10] – [Relation between assets and personnel assets] triinp | ||
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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 - '' | 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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+ | :!: If the quantity of low value assets is bigger than 1 and different users have the low value assets, the users can be marked in tab **ID** and in 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 Personnel card tab ** Resources **. | ||
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+ | If the system setting '' | ||
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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 of the corresponding person' | ||
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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 to the asset class list.\\ | ||
+ | :!: 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 low value asset classes must be compiled in such detail, so that type comes correctly from class, if you want to use the low value asset types on the personnel card. | ||
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+ | === Setting: Asset has one active in charge user === | ||
+ | '' | ||
+ | specifies whether there can be multiple end-dated rows in the Users tab at one time or not. In other words, can there be multiple users at the same time. Setting options: yes, no: | ||
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+ | **Yes**- When a new user is added to the table, the previous user's row is " | ||
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+ | {{: | ||
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+ | 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. | ||
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+ | **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. | ||
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+ | {{: | ||
+ | \\ | ||
+ | \\ | ||
+ | \\ |
en/low_value_asset.txt · Last modified: 2022/12/20 10:28 by triinp