assets:asset_management

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assets:asset_management [2021/06/04 02:46] – [20.02. Asset management] Craig Drownassets:asset_management [2022/01/13 10:36] – [Assets in the Dashboard] Gary Willetts
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 {{indexmenu_n>20}} {{indexmenu_n>20}}
-====== 20.02. Asset management ======+====== 21.02. Asset management ======
 **Assets** are the equipment and items used to support a health supply chain, like vehicles, fridges, and freezers.  **Assets** are the equipment and items used to support a health supply chain, like vehicles, fridges, and freezers. 
  
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 mSupply allows you to manage the assets you have throughout your supply chain. mSupply allows you to manage the assets you have throughout your supply chain.
  
-<wrap center round important 95%>+<WRAP center important 60%>
 Before using this functionality, there is some setup you should carry out first. See the [[assets:assets_setup|]] page for details. Before using this functionality, there is some setup you should carry out first. See the [[assets:assets_setup|]] page for details.
-</wrap>+</WRAP>
  
 ===== Viewing assets ===== ===== Viewing assets =====
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 ==== Reporting ==== ==== Reporting ====
-To run an asset report, click on the **Report** button.+To run an asset report, click on the **Report** button. This window will open, allowing you to choose which assets will appear in the report:
  
-At the moment, this button does nothing but reports will be added soon.+{{ :assets:screenshot_2021-08-13_at_12.31.06.png?450 |}} 
 + 
 +The //Include assets whose...// section contains exactly the same filters as the assets list window. The settings of these filters will only affect the assets that are included in the report, they will not affect the selection of assets shown in the asset list window. The settings of these filters are also not saved when the window is closed. 
 + 
 +When you have set the filters as desired, click on the **OK** button to run the report (or the **Cancel** button to close the window without doing anything). 
 + 
 +A spinner will show you that mSupply is filtering the assets - please be patient, this could take a little time if there are many assets in the report as mSupply retrieves them and builds the report information. When this is complete, the report will open automatically in your spreadsheet application. Where you have entered no information, text columns will be blank, date columns will display //00/00/00// (or similar, depending on your operating system date settings) and number columns will display //0//. 
 + 
 +There is only a single report, which contains all the information about each asset. The first 37 columns (up to, and including, column AJ) are standard information. The columns after that are for the asset properties you have defined in the settings - one column for each **active** property. 
 + 
 +When the report has opened in your spreadsheet application you can format it as you wish and print it from there.
  
  
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 Assets themselves are store based data so they can only be created and edited in the active copy of a store. Assets will synchronise from here to the central server and any collector copies of the store only. Assets themselves are store based data so they can only be created and edited in the active copy of a store. Assets will synchronise from here to the central server and any collector copies of the store only.
  
 +===== Assets in the Dashboard =====
 +Asset data can easily be included in the mSupply Dashboard, as in this simple example here:
 + 
 +{{ :assets:2021-06-08_17-15-14.png?600 |}}
  
 +See the [[https://docs.msupply.foundation/en:dashboard]] pages for details on the mSupply dashboard.
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  • Last modified: 2023/03/15 23:11
  • by Mark Glover