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Asset Management Template

This template is to help manage the full life-cycle of capital assets within your organisation, along with their location history and other key information.

App Features

  • Create a list of predefined Asset Types and Sites an asset might be located at
  • Create asset records with information about the type, condition and location of the asset
  • Track progress from acquisition, through In Service and finally to Retirement
  • View and report on assets

 

Asset Management Template Images

 

App Details

  • Asset Type and Site lookup records can only be created and edited by the App Admin role, but are visible to all.
  • Asset records are the main records in the application, and can be created by members of the Editors role. Security for the record is detailed in the workflow section below.
  • Security Roles, and their general purpose, are:
    • Reader – Can read, but not edit, Asset records.
    • Editor – Can create, edit and delete Asset records.
    • App Admin – Can create, edit and delete all records.
  • Workflow stages are:
    • Draft – The Editors role and the record owner can edit and delete the record.
    • In Service – The Readers role can read but not edit the record, the Editors role can editor can edit and delete the record.
    • Retired – The Readers role can read but not edit the record, the Editors role can editor can edit and delete the record.
Updated on August 29, 2018

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