Manage Assets

Hello, and welcome to this training session.

In this video, I will show you how to add any equipment, tools, or assets in the DreamzCMMS system. To add any equipment or asset, you can navigate through options such as All Assets, Facilities, Products, Equipment, or Tools. I will demonstrate using the All Assets screen.

First, click on the New Asset button. 

You will see three options: Location or Facility, Equipment or Machine, and Tool. Select Equipment or Machine. On the equipment creation page, enter the asset name, serial number, and any RFID information. You can also auto-generate RFID here. If the equipment is associated with a product or category, you can select those as well. Add any descriptions if necessary.

Next, specify the location, department, room number, manufacturer, and model. Fields marked with a red star are mandatory. You can also configure additional fields in the Configure Fields section. At the bottom of the screen, select the asset group, identity, and date information, including any depreciation details. Enter the purchase cost, price options, and custom fields if needed. Set the asset status and save the information. The newly added equipment will appear in the equipment list.

In the equipment list, you can see details like asset name, serial number, related product, facility, and user allocation. It also shows warranty details, asset condition, and online or offline status. You can edit, view details, delete, or clone an asset. Deleting an asset requires selecting a reason and adding remarks. You can generate and view a QR code for each asset, allowing you to create or submit requests by scanning it.

The search section provides various search options using product, asset, serial number, RFID, and other parameters. You can reset search information or apply quick filters to view products at specific locations.

By clicking on View Details, you will see the asset details page with various tabs. The General tab shows all asset-related information. The Parts or BOM tab allows you to manage the bill of materials. The Metering or Events tab lets you add meter readings or events. You can also manage personnel, warranty, and business certifications here.

The Files section allows you to add files, links, and notes. The Financial tab displays purchase cost, revised cost, and depreciation details, as well as expense and revaluation information. If any purchases are made for this asset, they will be listed here. 

You can associate the asset with customers and view various logs in the Log section. Asset transaction details, timeline, work orders, online/offline reports, parts and supplies consumed, incident details, and asset rotation details can all be accessed here.

To move an asset, click on Move, select the destination type, and complete the move. You can also set an asset to offline status if it is broken or under maintenance. Changing the status to offline will update the asset's status accordingly.

Lastly, you can edit the asset, create new work orders, or bring the asset online again. The QR code icon allows you to scan the asset's QR code for easy access.

This is how you can add and manage assets in the DreamzCMMS system, and all added equipment will appear in the All Assets or All Equipment list.

Thank you for watching this training session. We hope this guide helps you efficiently use the Asset Manage feature in our RFID application. If you have any questions, feel free to reach out to our support team. Have a great day.