Visual Asset Mapping and Interaction on Asset Location Maps
You can now create plans of assets and locations in your system by migrating pictures of them. Later, on such a plan, you are able to place your assets. Thanks to that you can define on plan where the asset is located.
Only the Maintenance Employee can edit plan, add, or remove assets. If you are not maintenance employee - some actions might be hidden or blocked for you.
First, you need to create a new Asset Plan.
Each Asset Plan can contain all assets in your company. But you can use Plan Entity Type and Plan Entity Code to filter available assets.
- Plan Entity Type: Empty - assets are not filtered Asset Location * - assets that can be added are filtered by their asset location (including location hierarchy) * Asset - you must define the top asset from the hierarchy
*****filter is specified in the Plan Entity Code
When the asset plan is created - use Import Plan Image to upload a picture that represents the plan.
Now you can start adding your assets to the plan.
Select Show Plan.
In the Assets to Place FactBox define what shape you want to use, and select the asset from the list. You can place this asset on the plan.
The color of all objects is defined by the asset category, where you can define Asset Plan Color that is used for a specific category of the asset.
All colors are defined in the Asset Management Colors where you can add your own by specifying their RGB or HEX code.
On the Asset Plan, you can:
- find specific asset by using the Find Asset action or by selecting the asset on the Plan Assets. It will center the plan and underline the selected asset.
- Hide All to hide all assets on the plan - from now each asset selected from Find Asset or Plan Assets is shown on the plan.
- Show All to show all assets on the plan.
- Center plan to center the plan.
- Open asset card of selected asset
- Create Work Order to run one-off work order creator for the selected asset
You can use the right-click to open the context menu and:
- Asset Card to open the asset card
- Create Work Order to run one-off work order creator for the selected asset
- Create Request to run maintenance request creator (option available when Maintenance Request app is installed)
- Toggle Edit to switch on/off the edit mode of the object
- Remove the object from the plan
Toggle Edit switches on/off the edit mode of the object. Objects can be resized, moved, or reshaped. IMPORTANT: remember to switch OFF the edit mode before leaving the asset plan. Otherwise, changes are not saved. Object in edit mode has additional options visible on it.
One asset can be added to multiple plans.
From the Asset Details FactBox (available for example on the Work Order Card) or from the Asset Card you can open all plans where the asset is located.
