FAQ: Assets

How to Inactivate an Asset
How to Delete an Asset

How to Inactivate an Asset:

1. Select “Asset Finder” from the Work Order drop-down menu bar on the Main Screen. (The Asset Finder Screen appears.)
2. Enter the Asset Code (if known) in the Quick Filter field at the bottom of the screen, or enter a few letters or a word of the Asset Description, and click the “Refresh Data” button. (A list of assets matching the filter criteria appears.)
3. Click the gray button to the left of the Asset Code to highlight the one to be inactivated, then click the “Select” button. (The Asset Maintenance Screen appears for the selected asset.)
4. Click the “Inactive” checkbox at the lower-right-hand side of the screen, then click the “Save” button. (A message box appears confirming the change.)

How to Delete an Asset:

Note: Deleting an asset also disallows any viewable history associated with the asset (e.g., any/all work orders for the asset) – it is recommended that the asset be inactivated rather than deleted for system integrity purposes. (See “How to Inactivate an Asset.”)

1. Select “Asset Finder” from the Work Order drop-down menu bar on the Main Screen. (The Asset Finder Screen appears.)
2. Enter the Asset Code (if known) in the Quick Filter field at the bottom of the screen, or enter a few letters or a word of the Asset Description, and click the “Refresh Data” button. (A list of assets matching the filter criteria appears.)
3. Click the gray button to the left of the Asset Code to highlight the one to be deleted, then click the “Delete” button. (A message box appears asking you to confirm the deletion.)