Asset Manager Pro - Setting Up

Peter Siva

Last Update vor 2 Jahren

Asset Manager Pro is an online asset management and recording system for keeping track of all equipment, machinery and vehicle type assets. It can also store all serial numbers, commonly used parts, maintenance schedules, running costs, tyre replacements ... etc.


Features include Repairs & Maintenance, Quality Control Checklists, Parts & Consumables Lists and Inventory, Service Packs of Parts and Consumables.


When you enable the Asset Manager Pro module in the Organization or Business Unit set up form, you will immediately see the helicopter icon appear in the main toolbar. To navigate to the Organization or Business Unit set up form, click on the "cog" icon on the main toolbar, then on the "Organization" tab. 



New tabs on the Assets Form...

With Asset Manager Pro enabled in your agCommander you will see that additional information can be added to each asset's details, like all liquid consumables and their capacities (e.g. Engine Oil, Engine oil Capacity), Engine Numbers, Serial Numbers etc.

There is also an "Asset Type" field. This is used to help filter lists in some of the areas within the Asset Manager Pro module. For example, Checklists can be set up for individual Asset Types, so when you record a Checklist record, when choosing the Asset (e.g. a Tractor) , the list of Checklists will be filtered to show only those Checklists that have been set up for the Asset Type of Tractor.


The Asset Manager Pro Tabs

The Configuration Tab

Assets

This tab shows all your assets that have been set up already under the Cropping Module's Configuration section. With Asset Manager Pro enabled assets can be added and set up in either the Cropping Module or here in the Asset Manager Pro module.

 

Asset Types

As mentioned above: Asset Types are used to help filter lists in some of the areas within the Asset Manager Pro module. For example, Checklists can be set up for individual Asset Types, so when you record a Checklist record, when choosing the Asset (e.g. a Tractor) , the list of Checklists will be filtered to show only those Checklists that have been set up for the Asset Type of Tractor.

ASSET SERVICE SCHEDULE TYPES

This is the way agCommander figures out how to warn you when assets are due for servicing. 

The list may end up being a duplication of your Asset Types, but there may be service schedule types that are different for assets that fall under the same Asset Type. 
Below is a screenshot of some example service schedule types


PARTS & CONSUMABLES

Here is the form for setting up parts.

Part Groups are used to filter the list of parts when entering service records.  It is not mandatory to use the Parts Group field. 

The Asset Type field is optional, but if you use it, it will assist in filtering parts for the asset types when recording services.
You choose to track inventory or not & if you do, you can optionally set up a low stock level warning point which will be used to display a warning when you use the parts in a service. 
Entering the price is optional when adding parts, you can always add the price later.  

PART GROUPS

Setting up a list of Part Groups is optional. Part Groups can be assigned to your parts as you add them to your list and are used to filter the list of parts when entering service records. Below is an example of a list of Part Groups


 SERVICE PACKS

Service Packs are made up of consumables (oils, fluids and parts) that need to be used for a given service. 

Below is an example of a Service Pack. When you are recording the servicing of an asset. You simply choose the required service pack and all items are immediately applied to the service being recorded. 

PLEASE NOTE: for fluids, the quantities that you set up against for assets on the "Oils & Fluids" tab will be automatically applied 

CHECKLISTS 

Checklists are designed to be used on the mobile app where a driver will perform a daily or weekly check of important items to ensure the safe operation of the asset. Checklist items are set up once and can be shared between an unlimited number of asset-specific checklist types.



Below is an example of a Checklist. 
Notice the use of the "Asset Type" field. It is important to assign each checklist to an asset to filter the list of checklist when doing the data entry. 

INPUT COST MANAGEMENT

The input cost management system for Asset Manager Pro is consistent with that in the rest of the application. For more information, see here 

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