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Asset Admin Overview

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Modified on 06/14/2011 15:08 by linda Categorized as Assets

Asset Admin allows you to manage assets and asset groups; set up security rights for asset groups; map assets to units in a field installation; edit unit and unit data points settings; edit unit journal; and create and apply unit templates.

 

Tasks related to Asset Admin include those in the following table. Also refer to links in Related Topics below.

 

Task Process
Add an asset group
  • Click Assets > Asset Admin and then the add icon (+) in the navigation pane.
  • Add a new asset group when Add New Asset/Group displays.
Set up user/group security rights for an asset group
  • Click Assets > Asset Admin and then select an asset group in the navigation pane.
  • Set View and Admin security rights as required.
Add an asset to an asset group
  • Click Assets > Asset Admin and then select an asset group in the navigation pane.
  • Click the add icon (+) to display Add New Asset/Group and add an asset to an asset group.
Map (associate) an asset to one or more units
  • Click Assets > Asset Admin and then select an asset group in the navigation pane.
  • Select an asset in the navigation pane and then choose a Product Map.
Set up a unit at the asset level
  • Click Assets > Asset Admin and then select an asset group in the navigation pane.
  • Select an asset in the navigation pane and then complete settings on the following tabs as required: Unit, Alerts, and Location.
Set up unit data points at the asset level
  • Click Assets > Asset Admin and then select an asset group in the navigation pane.
  • Select an asset and then open the Installed Units folder.
  • Click a unit in the Installed Units folder and then set up unit data points using any of the following tabs: Info, Settings, Alerts, Location, Journal, and Template.

 

 

 

Related Topics

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