Initial Setup for Data Administrators
This guide covers the data and organizational structure you need to set up before your team begins tracking assets day-to-day.
Options
Configure the dropdown values and defaults used across the system. All of these are found under the Options menu.
| Page | What to set up |
|---|---|
| Selection Fields | The dropdown choices that appear on forms — Status, Condition, Job Title, Shift, and Service Type |
| Service Items | The types of maintenance and service work that can be scheduled and logged against assets |
| Default Values | Pre-filled values for check-in/check-out operations — default statuses and return due date offset |
Types, Locations, and Groups
The Assets and People list views each have a sidebar with nestable folders for organizing your data.
| Folder | Found in | Purpose |
|---|---|---|
| Asset Types | Assets sidebar | Categorize assets (e.g., IT Equipment > Laptops > Windows Laptops) |
| Locations | Assets and People sidebars | Physical places where assets are kept (e.g., Main Campus > Building A > Floor 2) |
| Personnel Groups | People sidebar | Departments or teams (e.g., Engineering > Frontend) |
Right-click any folder to create, rename, or delete it. You can also drag and drop folders to rearrange them.
You're ready. With selection fields, service items, defaults, and your organizational structure in place, your team can start tracking. Explore the rest of the documentation for day-to-day workflows, reporting, and advanced features.