Maintenance

The Maintenance screen allows users to set up Buildings, Rooms, Departments, and Disposition Codes used when logging fixed asset information in the system using the various Fixed Assets screens, such as Manage Assets.

Adding, Editing, and Deleting Buildings

1. From the Fixed Assets screen, click Maintenance.

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2. Click the Buildings tab.

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Use the top row to enter a new building.

3. Select the Facility from the pull-down; these are logged via Setup > Settings > Facilities.

4. Enter the Code designated for the Building in the provided text box.

5. Enter the Name of the Building in the provided text box.

6. Enter a building Description in the provided text box, if applicable.

7. When all information has been entered, press the Enter key to save the building. Once saved, the building displays with a delete button (red minus sign).

To edit fields, click the applicable field underlined in blue and make the necessary changes. Any changes made save automatically.

To delete a building, click the delete button (red minus sign).

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Adding, Editing, and Deleting Rooms

1. From the Fixed Assets screen, click Maintenance.

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2. Click the Rooms tab.

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Use the top row to enter new room information.

3. Select the Building from the pull-down where the room resides. The pull-down contains buildings created on the Buildings tab.

4. Enter the Room code in the provided text box.

5. Enter the Name of the room in the provided text box.

6. Enter a room Description in the provided text box, if applicable.

7. When all information has been entered, press the Enter key to save the room. Once saved, the room displays with a delete button (red minus sign).

To edit fields, click the applicable field underlined in blue and make the necessary changes. Any changes made save automatically.

To delete a room, click the delete button (red minus sign).

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Adding, Editing, and Deleting Departments

1. From the Fixed Assets screen, click Maintenance.

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2. Click the Departments tab.

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Use the top row to enter new department information.

3. Enter the department Title in the provided text box.

4. Enter the department Code in the provided text box.

5. When all information has been entered, press the Enter key to save the department. Once saved, the department displays with a delete button (red minus sign).

To edit fields, click the applicable field underlined in blue and make the necessary changes. Any changes made save automatically.

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To delete a department, click the delete button (red minus sign).

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Adding, Editing, and Deleting Disposition Codes

1. From the Fixed Assets screen, click Maintenance.

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2. Click the Disposition Codes tab.

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Use the top row to enter a new disposition code.

3. Enter the disposition Code in the provided text box.

4. Enter the disposition code Description in the provided text box.

5. Select the Asset Status from the pull-down that applies to the code, such as Active, Inactive, or Disposed.

6. Select the Generate Disposal Date check box to automatically populate the Disposition Date when the Disposition Code is selected via Manage Assets > Current Asset.

7. When all information has been entered, press the Enter key to save the disposition code. Once saved, the code displays with a delete button (red minus sign).

To edit fields, click the applicable field underlined in blue and make the necessary changes. Any changes made save automatically. Clear or select the check box as needed.

To delete a disposition code, click the delete button (red minus sign).

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Adding, Editing, and Deleting Methods of Disposal

The Method of Disposal tab  allows you to create disposal codes, such as Sold, Donated, Trash, etc., and set an Asset Status, and Generate [a] Disposal Date. The codes established here display in the Disposal Method pull-down of the Disposition Information section on the Current Asset tab (Fixed Assets > Manage Assets). Note: The Disposition Information section only displays when the Disposition Code is set to not AC - ACTIVE.

1. From the Fixed Assets screen, click Maintenance.

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2. Click the Method of Disposal tab.

Use the top row to enter a new method of disposal.

3. Enter the disposition Code in the provided text box.

4. Enter the disposition code Description in the provided text box.

5. Select the Asset Status from the pull-down that applies to the code, such as Active, Inactive, or Disposed.

6. Select the Generate Disposal Date check box to automatically populate the Disposition Date when the Disposition Code is selected via Manage Assets > Current Asset.

7. When all information has been entered, press the Enter key to save the disposition code. Once saved, the code displays with a delete button (red minus sign).

To edit fields, click the applicable field underlined in blue and make the necessary changes. Any changes made save automatically. Clear or select the check box as needed.

To delete a method of disposal, click the delete button (red minus sign).

Editing and Hiding Fields

The Fields tab allows users to customize field names, sections, and enable or disable fields that display on the Manage Assets screen.

1. From the Fixed Assets screen, click Maintenance.

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2. Click the Fileds tab.

3. Edit the Field name and/or the field Section by clicking the text boxes and making changes, as needed. In the example displayed, the Field name has been changed from Check # to Check Number.

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4. Select the Hide Field? check box to hide the field from the Manage Assets screen. In the image displayed, Assigned Student has been hiden because Student Name / ID is enabled in its place. If there are other districts your district doesn't utilize, select the Hide Field? check box to remove them.

Additional Features

If there are multiple pages of data, click the Prev and Next buttons to sift through pages. You can also enter a number in the Page text box to jump to a page.

Click the Filters button to filter data and apply filter rules.

a.To add more than one filter to a column, click on the green plus sign.

b.To delete an added filter, click on the red minus sign.

c.Select the gray arrow for additional filtering rules.

For more information on how to use the Filters feature, see the Filters document.

You can also sort data by clicking on any of the headers. Click once for ascending results; click twice for descending results.

Use the Filter text box located in select pull-down to quickly find a selection. Begin typing the name or number of the data in question to pull it to the beginning of the list.

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