Configuring Asset Settings
The “Asset Settings” allows you to manage Asset Settings in Zuper, including categories, templates, custom fields, inspection forms, and general settings.
General asset settings
General settings allow you to define default behaviors for the Asset.
Navigation: Settings -> Modules -> Assets - > Assets General Settings
- Select the “Settings” module from the left panel. Under the “Modules,“choose the “Assets.” Select the “Asset General Settings.”
- Allow Field Executive to view all Assets?: Toggle “Yes” or “No” to allow/disallow the field executive to view all assets.
- Allow Team Leader to view all Assets?: Toggle “Yes” or “No” to allow/disallow the team leader to view all assets.
- Click Save to apply changes.
Asset category
Asset Categories help classify the assets.
Navigation: Settings -> Modules -> Assets - > Assets Category
- Select the “Settings” module from the left panel. Under the “Modules,” choose the “Assets.” Select the “Assets Category.”
- Under the asset category, click ”+ New Category ” to create the asset category.
- Enter the category name and description.
Click “Create.”
Asset custom fields
Navigation: Settings -> Modules -> Assets - > Assets Custom Fields
- Select the “Settings” module from the left panel. Under the “Modules,” choose the “Contracts.” Select the “Assets Custom Fields.”
Drag and drop the fields from the right panel.
Text
- Single-Line Input: This allows you to create a field to enter a single line of free text.
- Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
Date
- Date Input: This allows you to create a field to select a specific date from a calendar.
- Time Input: This allows you to create a field where you can select a specific time.
- Date Time Input: This allows you to create a field where both date and time can be selected.
Selection
- Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
- Multi-Selection: This allows you to create check boxes where the provided options can be checked.
- Drop-Down: This allows you to create a drop-down field with the required list of options.
Media
- Upload: This allows you to create a file input field to upload files.
Misc
- Look up : This allows you to create a file input field to look up the products from the parts and services module.
Note: You can also control the behavior and visibility of each field using the following options:
- Mark as Required Field - Makes the field mandatory to fill out before submitting the form.
- Mark as Read Only—This option makes the field non-editable; users can view the value but cannot modify it.
- Mark as hidden field- This hides the field from all users; it will not appear in the form interface.
- Hide to FE/Technician- This option makes the field invisible to technicians or front-end users during form access.
Click “Create New” to create the “Custom Field” group.
Asset inspection forms
Navigation: Settings -> Modules -> Assets - > Asset Inspection Forms
An asset inspection form is a checklist for the field technician to conduct asset inspections and record maintenance activities. These forms also play a crucial role in streamlining the inspection process and improving overall efficiency.
Inspection Form Name – Enter the inspection form name.
Description – Enter the form description.
Asset templates
Asset templates allow you to standardize asset formats for consistency.
Navigation: Settings -> Modules -> Assets - > Assets Templates_
- Select the “Settings” module from the left panel. Under the “Modules,” choose the “Assets.” Select the “Asset Templates.”
- Click ”+ New Template” to create the new template.
- Fill in the template details and click “Save Template.”
Click “Proceed” to create the template.
By following the outlined steps, you can easily manage the asset categories, templates and permissions.