Qualer allows asset owners to manage and review their assets in a multitude of fashions. Below is a detailed guide to performing searches of your assets within your Asset Manager.
"Search assets" Search Bar:
To get started, you’ll want to be in your Asset Manager under your Asset Module.
Your asset manager contains a list of all the assets registered in your company. To find a specific asset, click inside the “search assets...” search bar above your Toolbox on the right of your screen.
By selecting this bar, a text cursor will appear allowing you to search by typing your asset’s serial number or asset tag number and hitting enter. You can also search by your asset’s bar code by scanning it while the text cursor is present.
Note that after you complete your search, this will also update all the filter folders on the left of the screen and display an updated count for any folders that are relevant to this individual unit:
These filters are best used for finding assets based on groupings and/or tags generated during asset registration or from the editing of the asset profile information.
Here you can refine your asset table by either selecting a filter and scrolling through its drop down options. Or by typing within the filter to minimize the options displayed.
Filters can be combined to further refine the search. For example, you can search using a specific PRODUCT TYPE within a specific SITE/ Room and Department/ Custodian.
Multiple selections within a single filter can also be selected. To add additional categories to a filter, click on the field and select from a drop down list of all possible choices. The available choices are dependent on the configuration of the assets in your portal:
By adding more than one filter per field you can broaden the scope of your search:
The following filters are defined by Qualer and can either be added manually to the asset profile, or can be created automatically setting up a new asset:
The following filters should be created and customized by your company to meet your organizational needs, and then assigned to assets by editing the asset profile:
To remove single filter parameters, click the "x" to the right of the filter. To clear your entire filter search parameters simply select "reset filters."
Asset Status Folders:
Click on the folders to review a list of all assets that fall within the category selected. In each folder, you can select individual assets by clicking the adjacent check-mark. Or select all the assets displayed on the page by selecting the check-mark at the top of the table.
Once the assets are selected, use your TOOLBOX to transfer assets, share assets, export assets to a report, bulk edit assets in excel, request service, assign assets to a maintenance plan, etc.
A pop-up will appear letting you give a description of the asset list you are sharing while also including a note.