Asset Walk Through
The Asset Walk Through guide in DreamzCMMS helps users understand how to navigate and manage fixed assets in the system — from viewing asset hierarchies and facility layouts to adding and editing detailed asset records. This step-by-step walkthrough shows how asset information is organized and where to find important tabs like parts, warranties, checklists, and maintenance history.
Overview
DreamzCMMS’s asset module provides a comprehensive view of your asset inventory, including locations, equipment, serial details, financials, maintenance history, and associated checklists. Understanding how to navigate this information ensures accurate tracking and better decision-making throughout the asset lifecycle.
Here is a reference video:
Before You Begin
You must have access to the Assets section in DreamzCMMS.
Ensure you have the necessary permissions to view and add asset data.
Know the basic details you want to capture for each asset — such as location, product category, and key identifiers like serial numbers.
How to Walk Through Asset Management
Step 1 — Open the Assets Section
From the main menu, click Assets, then select Equipment to open the asset list and hierarchy structure.
Step 2 — View Asset Hierarchy
The asset tree shows:
Facilities and locations — with parent and child subdivisions.
Tagged assets — listed under their respective child locations or departments.
This structure helps you understand where assets are physically placed or logically grouped in your organization.
Step 3 — Add New Facilities or Products
To add organizational structures:
- Click New Asset, then choose Facilities to add a facility.
- Use Products to define categories (e.g., “Laptop”) under which assets reside.
Step 4 — Add Equipment or Fixed Assets
Navigate to Assets > Equipment.
Click New Asset and select Equipment or Machines.
Enter key information including:
Asset Name
Product Category
Location & Department
Room/Facility Details
Descriptions, Manufacturing Model, Production Hours
Commissioning, Warranty Dates, and Depreciation
Upload an image if needed, then click Save.
Step 5 — Explore Asset Tabs
Once saved, the asset record shows multiple tabs:
Parts and BOM — track components associated with the asset.
Metering — record meter readings with dates and units.
Personnel — assign responsible individuals.
Warranty — view warranty information captured earlier.
Purchase — link purchase details and vendors.
Files — attach manuals, warranties, SOPs, and documents.
Financials — review costs, depreciation, and valuation metrics.
Planned Work Orders & History — see upcoming and completed maintenance tasks.
Online/Offline Status — monitor when the asset is active or under maintenance.
Parts & Supplies — track usage during maintenance.
Incident Details — view related incidents logged against the asset.
Asset Rotation — track transfers between locations.
Checklist & Work Order History Logs — review associated checklists and work order usage.
After Exploring Asset Details
You’ll have a full 360° view of the asset, including financial, maintenance, and operational history.
You can edit records as needed and attach additional information for compliance, audits, or performance tracking.
Logs and linked tabs help you understand how the asset has been maintained across its lifecycle.
Tips for Effective Asset Walk Through
Use meaningful product categories and location names to make hierarchy navigation intuitive.
Fill in warranty and financial details to support reporting and depreciation tracking.
Regularly update maintenance and incident logs to keep asset history accurate.
Use the Asset Rotation and Checklist logs to confirm past activities and schedule future work appropriately.
Frequently Asked Questions (FAQs)
1. What is the Asset Walk Through used for in DreamzCMMS?
It helps users understand how to navigate the Assets section, view hierarchies, add new assets, and access detailed tabs like maintenance history, warranty, and parts.
2. How is an asset organized in the system?
Assets are organized under facilities and locations, often grouped by product categories and child locations, making it easy to view where assets reside.
3. Can I attach documents to an asset?
Yes — files such as manuals, warranty papers, SOPs, and other pertinent documents can be uploaded under the asset’s Files tab.
4. Where can I see maintenance history for an asset?
The Planned Work Orders and Work Order History tabs show past and upcoming maintenance activities related to the asset.