Assets Module Workflow 

The Assets module supports a connected workflow covering asset registration, categorization, allocation, return, and reporting. 

Asset Registration Workflow 

The general asset registration process is: 

1. Open the Assets module. 

2. Select Asset Management. 

3. Select Add New Asset. 

4. Enter the asset code. 

5. Enter the asset name and description. 

6. Select the asset category. 

7. Enter the asset lifespan. 

8. Enter the purchased date. 

9. Enter the purchased cost. 

10. Select Add to create the asset record. 

11. Review the resulting asset information in Asset Records. 

Asset Category Workflow 

The general asset category management process is: 

1. Open the Assets module. 

2. Select Asset Category. 

3. Review the existing category records. 

4. Select Add New Asset Category when a new category is required. 

5. Enter the required category information. 

6. Save the category record. 

7. Review the resulting category in Category Records. 

8. Use the available actions when an existing category requires management. 

Asset Allocation Workflow 

The general asset allocation process is: 

1. Open the Assets module. 

2. Select Asset Allocation. 

3. Review the allocation records and available assets. 

4. Select Add Asset Allocation. 

5. Select the required asset. 

6. Select the asset holder. 

7. Enter the asset location. 

8. Select Add to record the allocation. 

9. Review the resulting allocation record. 

10. Use Return when an allocated asset is returned. 

Asset Reporting Workflow 

The general reporting process is: 

1. Open the Assets module. 

2. Select Asset Reports. 

3. Select the required asset report. 

4. Review the generated report within the report viewer. 

5. Use the available report controls to navigate or review the report information.