Assets

Topics in this section:

• What is an asset?
• What information is displayed for an asset?
• Adding an asset*
• Importing a list of vehicles*
• Importing a list of trailers*
• Importing a list of other assets*
• Editing an asset*
• Deleting an asset*
• Restoring a deleted asset*
• Using filters to search for assets

* An application user must have a user role with View/Modify permission to the ]Resources feature to add, import, edit, delete, or restore an asset.

What is an asset?

The word Asset is a generic term for any piece of equipment owned or operated by an organization, but especially those pieces of equipment that require routine maintenance and servicing. Assets are categorized by asset type.

What information is displayed for an asset?

The following information is displayed for all assets:

• ID - Identifies the asset
• Home Location - The location where the asset is typically stored or to which it returns most frequently
• Service Location - The location where the asset is typically or was most recently serviced
• Asset Group - The asset group(s) to which the asset belongs and can be used for restricting host user access
• Status - Displays the status of the asset.
  Active - The asset is active. It can be selected and searched for in reports.
  Deleted - The asset has been deleted. It cannot be selected or searched for in reports.

The following information is displayed only for vehicles:

• Vehicle Type - The type of vehicle

  When importing or exporting vehicles, the Vehicle Type code displayed in the spreadsheet corresponds to the following Vehicle Types:

  Vehicle Type	Vehicle Type Code
  Bus	BU
  Straight Truck	TR
  Truck Tractor	TT

• Carrier - The name of the motor carrier assigned to the vehicle
• US DOT Number - The US DOT Number of the motor carrier assigned to the vehicle
• DVIR - Whether the DVIR is enabled or disabled for the vehicle; if disabled, drivers using the vehicle will not be prompted to complete a DVIR
  • Requires that the DVIR application is set to be enabled "by vehicle" on the Organization Details page.

Adding an asset

To add a new asset to the organization:

1. Select the Type of asset to be added in the upper left-hand corner of the report page.
2. Click the new button  button. This displays the Asset Detail page.
3. Enter the asset's details.
4. Click the Save button to save changes and return to the Assets list page.

Points to remember when adding an asset:

• The system comes with two pre-defined asset types: Trailer and Vehicle. If you wish to track assets of any other type, you must create those custom asset types before adding the assets.
• The ID must be unique within the selected asset type. Uniqueness checking is case insensitive and includes both deleted and non-deleted assets.
• For Trailers and Vehicles, the ID is limited to 10 characters and can only contain alphanumeric characters, underscores (_), hyphens (-), colons (:), or spaces. For other asset types, the ID is limited to 20 alphanumeric characters, underscores (_), or spaces.
• Whenever a unique Trailer or Vehicle is added using the mobile application, that asset will be added automatically to the host database the next time mobile application data is communicated to the server. Therefore, you don't need to use the Asset List web page to add trailers or vehicles, unless you prefer to specify a Home Location and/or Service Location for those assets before they are added through mobile application use.
• The system does not come with pre-defined locations. If you wish to specify a Home Location and/or Service Location for your assets, you must add or import custom locations before assigning assets to them.

Importing a list of Vehicles

The Import  option allows an organization to enter multiple vehicles into the system at one time.

A valid vehicle import file will have 2 to 7 columns and one or more rows of data.

Columns must be in this specific order:

Click to view a sample import file.

* Column names have been included for explanatory purposes only. Your import file must NOT include column names.

More information about importing files:

• What file formats can be used for import files?
• How do I create an import file?
• How do I import a file?
• How do I import a value that has a zero or a minus sign (-) at the beginning?

Importing a list of Trailers

The Import  option allows an organization to enter multiple trailers into the system at one time.

A valid trailer import file will have 2 to 5 columns and one or more rows of data.

Columns must be in this specific order:

* Column names have been included for explanatory purposes only. Your import file must NOT include column names.

Click to view a sample import file.

More information about importing files:

• What file formats can be used for import files?
• How do I create an import file?
• How do I import a file?
• How do I import a value that has a zero or a minus sign (-) at the beginning?

Importing a list of Other Assets*

A valid asset import file will have 2 to 5 columns and one or more rows of data.

Columns must be in this specific order:

* Column names have been included for explanatory purposes only. Your import file must NOT include column names.

Click to view a sample import file.

More information about importing files:

• What file formats can be used for import files?
• How do I create an import file?
• How do I import a file?
• How do I import a value that has a zero or a minus sign (-) at the beginning?

Editing an asset

To edit the details of an asset already existing in the organization:

1. If desired, specify one or more filters to refine your search.
2. Click the View button. This displays a table containing assets that match your filter criteria.
3. Locate the row containing the asset you wish to edit.
4. Click the asset ID link. This displays the Asset Detail page.
5. Change the asset's details.
6. Click the Save button to save changes and return to the Assets list page.

Points to remember when editing an asset:

• Trailer and Vehicle IDs cannot be edited. If the asset was added with an incorrect ID, a new asset must be added with the correct ID. This can be done either by correctly entering the ID on the mobile application or by adding the asset per the instructions above.
• If you need to change the ID of any Vehicle, you must change the device-to-vehicle association of the mobile logging device currently installed in that vehicle. Failure to do so will cause incorrect (old) vehicle information to continue to be captured on records created by that device.

Deleting an asset

When a piece of equipment is sold or removed from use, you may wish to delete the asset. Deleting an asset will NOT remove any association between that asset and any existing DVIR or driver's record of duty status (aka driver log), nor will it prevent that asset from being displayed in the Asset Utilization Report, but it will prevent the asset from being displayed or searched on most reports including Inspection Reports. Do not delete assets that are still in use.

Assets may be deleted from the Assets list page (one or more assets at a time) or from the Asset Detail page (one asset at a time).

To delete one or more assets from the Asset list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active asset you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected asset.
5. If confirmed, this deletes the selected asset.

To delete multiple assets from the Asset list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row(s) containing the asset(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list to delete the selected asset(s).
5. A pop-up will display asking for confirmation to delete the selected asset(s).
6. If confirmed, this deletes the selected asset(s).

To delete an asset from the Asset Detail page:

1. Click the Asset ID link to display the Asset Detail page.
2. Click the Delete button located in the upper right hand corner of the Asset Detail page.

Restoring a deleted asset

You can restore a deleted asset in the event that you return it to use.

Assets may be restored from the Assets list page (one or more assets at a time) or from the Asset Detail page (one asset at a time).

To restore an individual asset from the Assets list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active assets or show only deleted assets.
2. Locate the row containing the deleted asset you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected asset.
5. If confirmed, this restores the selected asset.

To restore multiple assets from the Assets list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active assets or show only deleted assets.
2. Locate the row(s) containing the asset(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  to the right of the row.
5. A pop-up will display asking for confirmation to restore the selected asset(s).
6. If confirmed, this restores the selected asset(s).

To restore an asset from the Asset Detail page:

1. Click the Asset ID link to display the Asset Detail page.
2. Click the Restore button located in the upper right hand corner of the Asset Detail page.

Using filters to search for assets

The total number of assets displayed in the table may be reduced through the use of one or more page-specific filters.
The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

The following page-specific filter options are provided:

• Asset Type - You must specify the type of asset
• Filter By text - Include only the assets for which a particular attribute begins with the text specified

  To apply this filter:

  1. Select an attribute (such as Asset ID, Home Location, Service Location, or Asset Group) from the drop-down list.
  2. Enter the desired text into the box.

  To clear this filter:

  1. Select Clear All  at the top corner of filter option.
• Assets Status- include active and/or deleted assets
  
  • To include only active assets, click Show Active (selected by default).
  • To include only deleted assets, click Show Deleted.
  • To include both active and deleted assets, click Show All.

Customizing the list display

1. Click the more button , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

Points to remember when using filters:

• Multiple filters may be used in conjunction. For example, you can choose to view deleted and non-deleted assets that have a Service Location beginning with ATL.
• Text-based filtering is not case sensitive, and partial matches are returned. For example, filtering by Home Location = CH or ch may return assets assigned to home locations named Charleston Depot, Checkpoint 10, Chicago Warehouse, or Chula Vista Senior Center.