The Asset Allocation function is used to manage assets assigned to users or other asset holders.
It provides an interface for recording asset allocations, monitoring allocated and returned assets, reviewing asset holders and locations, and managing asset condition records.
The interface provides summary indicators including:
- Total Records — Displays the number of asset allocation records.
- Allocated — Displays the number of assets currently allocated.
- Returned — Displays the number of returned asset records.
- Not Allocated — Displays the number of assets that are not currently allocated.
These indicators provide a quick overview of the current asset allocation position.
Allocation Records
The Allocation Records section displays asset allocation records in a structured table.
The interface provides allocation filters including:
- All — Displays all allocation records.
- Allocated — Displays allocated assets.
- Returned — Displays returned assets.
- Not Allocated — Displays assets that are not currently allocated.
- Available — Displays assets available for allocation.
The interface also provides condition filters including:
- All
- Good
- New
- Old
- Fully Depreciated
- Damaged
- Maintenance
The allocation table provides information including:
- Asset Code — Identifies the allocated asset.
- Asset Name — Displays the asset name.
- Description — Provides the asset description.
- Category — Identifies the asset category.
- Allocated Status — Indicates whether the asset is allocated or returned.
- Asset Holder — Identifies the person holding the asset.
- Condition — Displays the recorded condition of the asset.
- Actions — Provides available actions for the allocation record.
The interface also provides a search field for locating allocation records using asset, holder, category, or other available information.
Adding an Asset Allocation
The Add Asset Allocation function provides an interface for assigning an available asset to an asset holder and recording its location.
The Asset Allocation Management interface provides the following fields:
- Asset — Used to select the asset to be allocated. The asset selection identifies assets that are available for allocation.
- Asset Holder — Used to select the person who will hold the asset.
- Asset Location — Used to enter the location where the asset is assigned or kept.
The Add action is used to record the asset allocation.
Once the allocation is recorded, the asset becomes available within the Allocation Records section for subsequent review and management.
Returning an Asset
The allocation records provide a Return action for assets that have been allocated.
The Return function provides a way of recording the return of an allocated asset. After an asset is returned, its allocation status is updated within the asset allocation records.
The return action should be used when an allocated asset is brought back and is no longer assigned to the current asset holder.