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Asset Essentials is a cloud-based software that enables you to assign and track the progress of all maintenance activities, manage equipment uptime and reliability, increase productivity, and streamline operations.
Table of contents
Asset Essentials COVID-19 tips
Fundamentals
- Desktop end user requirements
- Logging into Asset Essentials
- Asset Essentials home page
- Customizing the dashboard
- Customizing the summary views
- Glossary of terms
- WO notifications and emails
Asset management
- Updating assets
- Checking out and returning assets
- Adding a meter title
- Entering a meter reading
- Printing assets and barcodes/QR codes
- Using the assets map view
- Viewing work orders for an asset
User management
- Adding and managing crews
- Managing the user list
- Resetting a user's password
- Disabling a user account
- Printing users
Work order management
- Adding equipment usage on a work order
- Adding and managing tasks on a work order
- Adding messages in a work order
- Tracking vendor and contract work
- Work order routing
- Batch updating work orders
- Printing work orders
PM management
Mapping
GIS
Mobile app
- Downloading and logging in
- Dashboard and settings
- Notifications
- Searching and filtering work orders
- Using barcodes and QR codes
- Creating a request
- Creating a work order
- Creating an asset
- Quick work orders button
- Viewing your requests
- Assigning work
- Approving a work order
- Using timers
- Adding labor to a work order
User roles
Advanced features
- Citizen portal setup
- Adding projects
- Project routing
- Adding budgets
- Adding and using cost centers
- Documents library
Safety programs
- Adding a safety program
- Updating safety programs
- Managing safety programs
- Printing safety programs
- Exporting safety programs
Audit/Inspection programs
- Adding an audit/inspection program
- Managing audit/inspection programs
- Printing audit/inspection programs
- Exporting audit/inspection programs
Incidents
Parts & POs
Parts and kits
- Creating parts storage
- Adding a part
- Associating parts with assets
- Exporting parts
- Updating parts
- Adding physical counts
- Printing parts and barcodes/QR codes
Inventory
- Inventory summary
- Issue part transaction
- Receive part transaction
- Transfer part transaction
- View inventory transactions
- Generating Quick PO
- Set Default Supplier
POs
Supplier management
PartExpress
Contact Client Services to activate this feature
Reporting
- Asset reporting
- Assets analyzer
- User reporting
- Work order reporting
- Work order analyzer
- WO labor reporting
- PM reporting
Analytics
Connector Tool
Connector Tool is available at an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.
- Downloading and logging into the Connector Tool
- Exporting and importing data
- Mapping filters and format
- Automating the Connector Tool
Smart Assets
Smart Assets is available at an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature.
Product integrations
If you are an Asset Essentials Enterprise client, click here for more information about your Enterprise features.
