Asset tracking

The following steps need to be completed to correctly setup asset tracking. These are:

• Create Personnel

• Create Customer Accounts

• Create Assets

• Create Jobs and Tasks

  • Assign to Personnel

Create Personnel

From the Main Menu, click on Personnel.

You are required to give your personnel:

• First Name

• Last Name

• Phone Number

• Personnel Type

Allocate each personnel the following Permissions:

• Show Jobs

• Can Scan Asset

Creating Customer Accounts

To assign assets to your customers you must first create your customer accounts.

In the Main Menu, click on Customers and click on the Add button.

Open

You must complete the following:

• Code

  • This will be the code that is associated with this customer

• Description

  • Customer Name

You can also record the Primary Contact and the Billing Contact here

Customer Venues

Customer venues are subsets of the main customer account and allow you to create multiple venue locations for an individual customer.

Click on Customers that is found in the Main Menu and press Add

You are required to complete:

• Customer Code

• Description

Once you have created your customers, you can proceed to create your venues.

Click on Venues that is found in the Main Menu and press Add

You are required to:

• Select your customer account

• Select venue type

• Venue Name

All other fields are optional however we do recommend

• Address

  • Suburb

Create asset

Before you can create an Asset, you must first create the following.

• Create asset types

  • Code -

  • Description

  • Enabled

• Create Asset SKU

  • Asset type

  • Asset Brand

  • Make

  • Model

  • Year

  • Description (Mandatory)

• Asset Brands (Optional)

• Asset Suppliers (Optional)

Click on Assets in the Main Menu, your assets are required to have:

• Asset ID

• Asset Class

• SKU

It is also recommend that you give your asset a home location if your Tasks require the asset to be returned rather than being shared around.

Task and Job creation

Before you can begin creating Tasks (and Jobs) you must first create the Personnel that will be completing the Tasks and given the permission to access Jobs and the ability to Scan Assets

Creating a Task

You can create a task from any of the following Main Menu options and pressing Add:

• Tasks Unallocated

• Tasks Allocated

• Tasks On-Hold

• Tasks Completed

• Tasks Cancelled

To successfully create a task and have it allocated to personnel, the following must be completed:

• Task Code

• Task Type

• Task Status

• Task Date

  • This is the date the task will appear on the Personnel LivMate Job page

• Venue

• Asset Movement

• Required Asset Type or Require Asset

• Assigned to

  • This will be the Personnel who you want to complete the task.