assets:asset_management

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assets:asset_management [2021/04/20 04:38] – [Depreciation] Craig Drownassets:asset_management [2023/03/15 23:11] (current) – [Assets in a synchronisation system] Mark Glover
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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 60%>+<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 =====
-To see a list of the current assets in your system, choose //Special > Show assets// from the menus or the navigator:+To see a list of the current assets in your system, choose //Special > Show assets// from the menus or the Assets icon on the Navigator:
  
-{{ :assets:pasted:20210420-030442.png?800 }}+{{ :assets:assets_navigator.png?600 |}}
  
 That will open this window: That will open this window:
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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:screenshot_2021-04-13_at_17.01.40.png?800 |}} {{ :assets:screenshot_2021-04-13_at_17.01.40.png?800 |}}
 +
 +  * **OK** button: saves any changes you have made to the asset and closes this window.
 +  * **OK & Next** button: saves any changes you have made to the asset and displays the information for the next asset in the list. The same tab will be displayed.
 +  * **Cancel** button: closes the window without saving anything (Note: any documents uploaded to the asset will have already been saved so clicking the **Cancel** button will not remove them).
 +
 +Note: if you do not have the //Add/Edit assets// permission (see [[admin:managing_users#permissions_tabs|23.15. Managing users]] for details) then the **OK** and **OK & Next** buttons do not save anything.
  
 ==== Details tab ==== ==== Details tab ====
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   * **Address 2:** A read only field that displays the Main/Billing address 2 field of the location name.   * **Address 2:** A read only field that displays the Main/Billing address 2 field of the location name.
  
-**Asset user:** The asset user is usually the person who uses the asset the most or who you would contact if you needed information about it. But you can use this field (and the Custodian fields) to record the contact information you need. The asset user fields are all read-only because the information is actually recorded as a contact of the location name. See [[names:adding_and_editing#contacts_tab|5.01. Names: using, adding and editing]] for details on how to do this. To tell mSupply the contact is an asset user set the contact's //Category// field to "**Asset user**". +**Asset user/User contact:** The asset user is usually the person who uses the asset the most or who you would contact if you needed information about it. But you can use this field (and the Custodian fields) to record the contact information you need. The asset user field values are read only and come from contacts of the location name. See [[names:adding_and_editing#contacts_tab|5.01. Names: using, adding and editing]] for details on how to add contacts to a name. To tell mSupply the contact is an asset user set the contact's //Category// field to "**Asset user**". 
-  * **Asset user Name:** The contact's //First name// followed by their //Last name// fields.+  * **Asset user Name:** Select one of the location name's contacts that has a category of //Asset user//. The entries in the list are made up of the contact's //First name// followed by their //Last name// fields.
   * **Phone:** The contact's //Phone// field value.   * **Phone:** The contact's //Phone// field value.
   * **email:** The contact's //Email// field value.   * **email:** The contact's //Email// field value.
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 The details on how to do this are found on the [[items:item_locations#general_tab|4.06. Stock locations and location types]] page. The details on how to do this are found on the [[items:item_locations#general_tab|4.06. Stock locations and location types]] page.
  
 +
 +===== Assets in a synchronisation system =====
 +Asset settings are system data and so they are settable on the primary server only. Any asset settings created or edited here are synchronised to all other sites.
 +
 +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 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: 2021/04/20 04:38
  • by Craig Drown