Within MobiWork, you have the option to re-enable a previously disabled asset or add an entirely new one. The subsections below will elaborate on the various methods for adding a new asset, converting a part into an asset, or enabling asset.
Add an Asset
To incorporate a completely new asset into MobiWork, please see the two methods outlined in the subsections below.
The fastest and easiest way to add a new asset is by accessing the drop-down menu from the Assets feature located in your MobiWork menu:
Select the "Add Asset" option from the drop-down.
The Add Asset pop-up window will then appear.
Plus Sign- Adds a new asset.
More Actions- Allows you to access the import drop-down actions.
Once you are on any of the Asset tabs, click on the Plus Sign to add a new asset:
The Add Asset pop-up window will then appear.
From the Assets' Drop-Down
From the Assets' More Actions
On the Assets feature page, you will also be able to import your assets from Excel:
For more information on how to import your assets, please see the Import and Export Assets section.
To add a new asset from the Assets feature page, please see the steps below:
Convert a Part to an Asset
When adding a new part or editing a part, you will be able to indicate if the selected part should be converted into an asset. This can be done in the Add Part or Edit Part pop-up window. To access this aspect of the Add Part or Edit Part pop-up window, you first must click the "Advanced Options" checkbox.
In the "Asset" section of the "Advanced" panel, you will then be able to use the drop-down to indicate if the part can be converted into an asset:
Once you are finished inputting the necessary details, and the "Convert to Asset" checkbox has been marked click the Add button.
For more information on how to access the Add Part page or the Edit Part, please see the Add Part page or the Edit Part page.
For further instructions on parts and assets, please see the Parts and Assets section of the FAQ.
Enable an Asset
You will be able to enable an asset through the Assets feature page. For more information how to access this page, please see the Asset List page.
When you are on the Assets feature page, please make sure that the "Disabled" predefined search is selected. Once this is done, there are three different ways you can enable an asset:
Clicking on the Asset ID to open the View Asset pop-up window
- In the upper right-corner of the View Asset pop-up window, you will see the Individual Actions button. Once you click on it, from the drop-down select the "Enable" option:
Right-click on an asset to open the right-click options and from the drop-down, select the "Enable" option. (The options that are displayed when you right-click on an asset are also available when you select the Individual Actions button.)
Click on the Individual Actions (the three vertical dots) and from the drop-down select the "Enable" option. (The options that are displayed from the Individual Actions button are the same as when you right-click on an asset.)
Regardless of the method that you choose to add an asset, the Add Asset pop-up window will appear. From this window you will be able to input the serial number, the name of the asset, the manufacturer, and more:
Note: You will be able to add the image for the asset after adding the asset to MobiWork. Please see the Add Asset Image section for more information on how to accomplish this.
The terms listed in the Add Asset pop-up window are defined below:
| Name: | Description: |
|---|---|
| "Current Asset Location" | Select the current location where the asset is stored (e.g., Warehouse, Customer, or User) |
| "Warehouse/Customer/User Drop-Down" | Will vary depending on what is selected for the Current Asset Location. This field indicates the specific name of the warehouse, customer, or user where the asset is stored |
| "Name" | The name of the asset |
| "Tag" | |
| "Serial Number" | The serial number of the asset |
| "Model" | The model number of the asset |
| "Manufacturer" | The company or entity responsible for producing or creating the asset. |
| "Non Serialized" | Indicates that the asset is considered a generic asset. |
| "Category" | The category that the asset is classified under |
| "Subcategory" | A more specific classification that falls under the primary category, providing further organization for the asset. |
| "Subcategory Name" | The subcategory name of the asset |
| "Is Sub-Asset" | If checked, indicates that the asset is a sub-asset or a child asset of a parent asset. |
| "Asset Tracker Provider" | The Asset Tracker Provider drop-down will allow you to select the GPS plan used to track assets (i.e., none, Verizon Reveal, Samsara, and Motive GPS). |
| "Asset Tracker ID" | The tracker ID used for monitoring the asset through the GPS provider's tracking system. |
The "Current Asset Location" allows you to select where the asset is currently being stored. When you edit an asset and update the current asset location, the information is then updated and used for the View Asset pop-up window's "Tracking" tab data.
When selecting a new current asset location, the data requested from the Add Asset pop-up window changes slightly. The following images illustrate how the Add Asset pop-up window changes when the current asset location is updated.
The "Warehouse" selection is the default location for the asset:
The "Customer" selection enables you to choose the address of a specific customer where the asset is located:
The "User" selection enables you to specify whether one of your users is currently in possession of the asset:
For more information about asset tracking and the "Tracking" tab, please see the View Asset page.
To add an image to an asset, you will first need to add the asset through the Add Asset pop-up window. Only after doing so, will you be able to upload the asset image.
Once the asset is ready for an image, you will need to access the Edit Asset pop-up window. Please see the Edit Asset for more information on how to access this window.
In the "Image "section of the Edit Asset pop-up window, click on the Edit button:
The Add Image pop-up window will then appear. Upload the desired image by drag & dropping the file, searching your computer for the image, or inserting the URL of the image. Once you are satisfied, click the Ok button:
