Viewing and Filtering Assets

This article describes how to filter and view different assets by their status, location, department, line, system, type, and more. If you cannot find an asset, it is likely due to the filters you may have on. 

For more help with assets in general, see About Assets.

Filtering Between Assets

There are plenty of different filters to use when viewing assets. Below is a photo highlighting the main icons you will use to filter between assets: the status change icon (3 grey lines), the search icon, and the funnel icon:

Let's cover how to filter by status first.

Filtering By Status (or Availability)

1.  First, from the left sidebar click Maintenance, then Assets.
2. At the top left corner, select the 3 grey lines.
3. You should now be able to filter by status of the PM. The options include:
   • Active
   • Inactive
   • Out of Service
4. Select the one you would like to filter by. For help differentiating between the statuses, see Asset Availability. 

Filtering By Form Fields (or other Asset Details)

1. From the left sidebar click Maintenance, then Assets.
   
2. Click the funnel button at the top left in between "Search" and "Clear"
3. A menu should appear at the right with different form fields to filter by. Enter what you would like. For more help understanding what each form field means, scroll down to the chart at the bottom of this article.
4. Select Apply at the top right of that menu.

Clearing a Filter

1. Click Maintenance, then Assets.
   
2. Click Clear to clear all filters, or manually select the x next to each filter you would like to delete.

Viewing Assets

While, unlike with work orders or requests, there is only one layout to view assets in, you can still customize which columns, or form fields, are displayed. 

Editing Which Form Fields are Displayed

1. In the very top right, select the Settings/Wheel icon to choose which form field/column you see. A split view should appear.
2. On the left of the split view is every field possible to display. Check or uncheck whichever ones you would like to add/remove. 
3. On the right of the split view is the option to order your fields. In order to do so, select the fields you would like to move and select Move Up or Move Down until all fields are in the desired order. Moving up will move the column to the left, and vice versa.
4. Select Save at the bottom.

Below is a quick video on how to edit the form fields:

Asset Form Fields