Managing your assets

Efficient asset management ensures operational efficiency and extends equipment lifespan. Zuper’s unified platform enables seamless asset creation, tracking, and management. With centralized control, businesses can monitor asset status, track history, and streamline maintenance.

This guide covers accessing the Assets listing page, key actions, and managing asset details effectively.

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Accessing the assets listing page

The asset listing page is designed to help you stay organized by providing a centralized view of all assets and enabling quick access to critical asset details. The page includes several key features to streamline asset management:

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Customization

Tailor the listing page to display the most relevant asset information based on your preferences.

• Click the “Customize” button in the top right corner.
• Select or deselect attributes to display.
• Drag and drop fields to rearrange them in the desired order.

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Manage PPM (Planned Preventive Maintenance)

Easily oversee and manage planned preventive maintenance schedules for assets to ensure timely servicing and reduce unexpected breakdowns. To do this, click the “Manage PPM” button at the top right of the listing page. For a more detailed guide on how to manage PPM, see the Creating and Managing PPM article for a step-by-step walkthrough.

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New asset creation

Quickly create new assets directly from the listing page, streamlining asset management. To do this, click the ”+ New Asset” button at the top right corner. For more detailed guide on how to create a new asset, see creating a new asset article.

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Filter assets

Refine your asset view by applying multiple filters based on predefined criteria such as Asset Type, Status, Location, Warranty Expiry, and more. Click here for more details on how to apply multiple filters and find specific assets quickly.

After filtering an asset, click the “Asset Name” or “Asset Code” to view and manage its details.

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Managing Asset Details 

Once an asset is created or accessed from the listing page, the Asset Details Page becomes your central hub for managing its lifecycle. The page follows a three-column layout, the left panel displays the asset’s primary details, while the right panel provides contextual insights and quick actions for efficient asset management.

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Left panel 

The left panel contains asset-related details such as the asset name and code. Below this, you will find the quick actions bar, which provides contextual action buttons, including options to view the history of performed actions, create a new job or project, add notes, and view the asset’s QR code (which can be printed and affixed to the physical asset for tracking and identification purposes).

From here, you also have quick access to view information such as asset details, associated parts, notes, history, activity, and jobs.

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Right panel

In the right panel, view the organization or contact information associated with the asset, and manage its links to various modules, such as properties, projects, contracts, organizations, PPM, and more. To associate a module, click the “+” icon next to the desired module.

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More actions   

Managing assets doesn’t stop at viewing details—you can perform various actions such as editing, cloning, printing, sharing, and deactivating the asset. To do this, click the “More Actions” button at the top right corner of the page and select the desired option. 

Managing assets efficiently is crucial for ensuring their optimal usage, tracking their status, and maintaining accurate records. With Zuper, you have a centralized platform to oversee all asset-related activities—from creation and modification to tracking history, managing associated parts, and linking jobs or projects.