Overview
Asset pools act as tags for individual or groups of assets and can be linked to specific internal SOPs. Examples include asset pools for Loaners, GMP regulated, Capital/Non-Capital Assets, etc.

Linking Asset Pools to Assets

  • Open the "Edit Asset" pop-up by:
    • Registering a new asset.
    • Selecting the asset's serial number and clicking "Edit" in the Asset Info pop-up.
  • In the "Edit Asset" screen, select the appropriate Asset Pool from the company-configured list.
  • Assign the asset to the selected Asset Pool from the drop-down list.
  • Press "OK" to save the changes.

Filter Assets Using Asset Pools

  • Use the filters at the top of the Asset Manager screen to search for assets by Asset Pool.

Creating and Editing Asset Pools

  • Go to the "ADMINISTRATION" then "Configuration" screen.
  • Navigate to the "Operation Settings" folder and select the "Asset Pools" tab.
  • To add a pool:
    • Enter the name of the new pool.
    • Click "Add Asset Pool."
  • To remove a pool:
    • Click the red "X" next to the pool name.
  • To edit a pool name:
    • Click on the name field and start typing.

Linking Asset Pools to SOPs

  • Asset Pools can be linked to internal SOPs configured in the Document Manager.
  • Use the "Manage SOPs" shortcut in the Asset Pools panel to update documents.
  • To select an SOP:
    • Click the "N/A" button(s).
    • Select your SOP folder to display the documents.
    • Choose the appropriate document for the Asset Pool category.