Asset & Inventory Management (AIM) App: Admin Guide

This Administration guide is designed to help admins effectively use the Asset & Inventory Management (AIM) App. It provides step-by-step instructions and information about its features, functions, and best practices.
Table of contents
1. Target Audience of the AIM App
2. Penthara Asset & Inventory Management (AIM) App
• Nomenclature Used in Application
3. Introduction
4. Dashboard Screen
5. Assets Screen
• Add/Update Asset Form Screen
• Asset Details Screen
• Add/Update Asset Assignment Form Screen
• Add/Update Asset Maintenance Request Form Screen
6. Accessories Screen
• Add/Update Accessory Form Screen
• Accessory Details Screen
• Add/Update Accessory Inventory Flow Form Screen
• Add/Update Accessory Maintenance Request Form Screen
7. Components Screen
• Add/Update Component Form Screen
• Component Details Screen
• Add/Update Component Assignment Form Screen
• Add/Update Component Maintenance Request Form Screen
8. Consumables Screen
• Add/Update Consumable Form Screen
• Consumable Details Screen
• Add/Update Consumable Inventory Flow Form Screen
9. Licenses Screen
• Add/Update License Form Screen
• License Details Screen
• Add/Update License Assignment Form Screen
10. Status Labels Screen
• Add/Update Status Label Form Screen
11. Categories Screen
• Add/Update Category Form Screen
12. Locations Screen
• Add/Update Location Form Screen
13. Vendors Screen
• Add/Update Vendor Form Screen

Target Audience of the AIM App

The Target audience for the AIM app includes:

  1. Users: Members of this group can access the app for non-administrative activities. For non-administrative functions related to the app, please refer to the app’s user guide.
  2. HR Admins: Members of this group have limited access to the app. They can only add and view information across various categories.
  3. Application Admins: Members of this group have complete access to the app. They are responsible for adding, viewing, modifying, and deleting information related to any category.

Penthara Asset & Inventory Management (AIM) App

The AIM App is designed to significantly improve your organization’s operational efficiency. It accomplishes this by streamlining the maintenance and management of office assets. The app acts as a centralized repository, providing a comprehensive tracking system for all assets within the organization.

Nomenclature Used in Application

Asset

An Asset refers to any valuable resource owned or controlled by your organization’s that has the potential to provide future economic benefits. These resources are essential for the company's operations and can be used to generate revenue or support its day-to-day activities which include laptops, monitors, webcams, office chairs, audio headsets, dock stations, laptop stands, mobile phones, office appliances, keyboards, mouses, etc.

Accessory

Accessories are extra items that the Company provides to improve their main products or services in terms of usefulness, function, or appearance. These accessories are often designed to enhance the utility, functionality, or aesthetics of the main product or service. Accessories include LAN Cable, Laptop Bag, Laptop Sleeves, Mouse Pads, Office Decorations, Pen drive, LAN Tester, etc.

Component

The components refer to the individual parts or elements that make up that device. These components are the internal and external parts that work together to enable the electronic device to function. The components may include devices like Hard disk, SSD, RAM, etc.

Consumable

Consumables refer to items or goods that are regularly used and depleted within the normal course of operations. Consumables may include items such as office supplies, cleaning products, fuel, packaging materials, and other resources that need to be continuously replenished as they are exhausted or used in day-to-day business activities.

Maintenance Requests

Maintenance Requests: A maintenance request refers to a formal or informal request submitted by employees, stakeholders, or authorized personnel to address issues, repairs, inspections, or other maintenance tasks related to your organization’s assets and their inventory.

Licenses

Licenses for software and subscriptions refer to the legal agreements and arrangements that grant individuals or your organization the right to use a particular software product or service.

Status Labels

Status labels refer to descriptive indicators or tags assigned to various elements, processes, or entities within an organization to convey their current state or condition which includes Discarded, Broken, Assigned, Lost/Stolen, In-Repair, Pending Setup, and Ready to Deploy.

Categories

Categories refer to classifications or groupings of products, services, or activities based on shared characteristics, features, or functions.

Locations

Locations refer to physical places or addresses where a company conducts its operations, services its customers, or manages its assets which include Desks, Conference Room, Dining Area, Cabin, etc.

Vendor

A vendor is an individual or a company that supplies goods, services, or products to another entity, typically a business or organization.

Introduction

The AIM App is a comprehensive tool designed to streamline resource management for HR admin members and application admin members. It provides detailed information about assigned assets and components and displays inventory records of designated accessories. This allows HR admins to efficiently manage resources and ensure employees have the necessary equipment. The app also enables monitoring of maintenance requests, facilitating timely upkeep of assets. For application admins, the app offers visibility into available consumables, aiding in stock maintenance and future planning. The inclusion of software license management in the AIM App further enhances its value as a comprehensive resource management tool. Overall, the AIM App enhances productivity by ensuring seamless management and maintenance of resources.

Applicable User Role(s):

  • Application Admins
  • HR Admins (can only add and view information)

Dashboard Screen

When the application is launched, the first screen that users see is the Dashboard screen. This is typically the main interface of the application, providing a centralized view of the most important information and functions.

AIM App Dashboard comprises a Header section displaying the name of the Screen with a Hamburger Button on the top right corner.

Click on the Hamburger button to open the Overlay Menu which displays three sections:

  • User Information
  • App Screens
  • Settings

In the “User Information” section, the current logged-in admin’s information is displayed in the following order:

  • Profile Picture
  • Full Name
  • Email Address
  • App Role

In the “App Screens” section, admins will find clickable options. when clicked, these options will take you to the related screens. The options include:

  • Admin Dashboard
  • My Dashboard (Click on this option to switch to the Employee/End User View. For non-administrative functions, please refer to the app’s user guide.)
  • Assets
  • Accessories
  • Components
  • Consumables
  • Licenses

In the “Settings” section, admins can find clickable options that, when clicked, will take you to the related screens. The options include:

  • Status Labels
  • Categories
  • Locations
  • Vendors

Click on the X button to close the Overlay Menu.

On the “Dashboard” screen, you can see five tiles. Each tile displays the information listed below, and clicking on a tile will take you to the related screens:

  • Assets
  • Accessories
  • Components
  • Consumables
  • Licenses
  • Assets:

This tile displays:

    • Total Assets
    • Ready to Deploy Assets
    • Assigned Assets
    • In Repair Assets

Click on this tile to get redirected to the Assets Screen, which displays the list of Assets.

  • Accessories:

This tile displays:

    • Total Accessories
    • Ready to Deploy Accessories

Click on this tile to get redirected to the Accessories Screen, which displays the list of Accessories.

  • Components:

This tile displays:

    • Total Components
    • Ready to Deploy Components

Click on this tile to get redirected to the Components Screen, which displays the list of Components.

  • Consumables:

This tile displays:

    • Total Consumables
    • Out of Stock Consumables

Click on this tile to get redirected to the Consumables Screen, which displays the list of Consumables.

  • Licenses:

This tile displays:

    • Total Licenses
    • Not Assigned Licenses

Click on this tile to get redirected to the Licenses Screen, which displays the list of Licenses.

Additionally, there is a “Recent Activity” section which becomes fully visible to admins when swiped up.

This section has category tabs in a horizontal scroll named:

  • Assets
  • Accessories
  • Components
  • Consumables
  • Licenses

(“Assets Tab” is selected by default)

Swipe up to view the top 10 recent activities related to each specific category.

Click on the Assets tab in the “Recent Activity” section to view the recent activity of “Assets”:

Click on an asset tile to view its related details on the “Asset Details” Screen.

Click on the Accessories tab in the “Recent Activity” section to view the recent activity of “Accessories”:

Click on an accessory tile to view its related details on the “Accessory Details” Screen.

Click on the Components tab in the “Recent Activity” section to view the recent activity of “Components”:

Click on a component tile to view its related details on the “Component Details” Screen.

Click on the Consumables tab in the “Recent Activity” section to view the recent activity of “Consumables”:

Click on a consumable tile to view its related details on the “Consumable Details” Screen.

Click on the Licenses tab in the “Recent Activity” section to view the recent activity of “Licenses”:

Click on a license tile to view its related details on the “License Details “Screen.

Assests Screen

This screen displays the list of Assets.

This screen has Three sections including:

  • Header Section:

This section contains:

  • Home Button
    Click on this button to get redirected to “Dashboard Screen”.
  • Name of the screen
  • Hamburger Button
    Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the assigned assets. Search can be done on the following fields:

  1. Asset Tag
  2. Serial Number
  3. Asset Name
  4. Model
  5. Category
  6. Location
  7. Brand Name

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes three drop-down filters, a warranty date filter, and two action buttons that enable users to refine their search, as listed below:

  • Brand Name Dropdown: To filter Assets by their Brand Name, simply select an option from the “Brand Name” dropdown.
  • Category Dropdown: To filter Assets by their Category, simply select an option from the “Category” dropdown.
  • Status Dropdown: To filter Assets by their Status, simply select an option from the “Status” dropdown.
  • Checked Out To Dropdown: To filter Assets simply search and select the employee’s name from the “Checked Out To” dropdown.
  • Location Dropdown: To filter Assets by their Location, simply select an option from the “Location” dropdown.
  • Warranty Date Filter: Select “From Date” and “To Date” using the Date Picker Calendar Option to filter the Assets by their Warranty Date.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

 Click on the X button in the top right corner of the “Filter By” menu to close it.

  • Assets List Section:

This Section has the “Assets List” in Tile View with each asset’s information as follows:

  1. Asset Image
  2. Asset Name
  3. Asset Tag
  4. Checked Out To (Person)
  5. Serial Number
  6. Category
  7. Warranty
  8. Model
  9. Location

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Asset Form” Screen, where the admin can add a new asset.

NOTE: The information related to adding a new asset is discussed in the “Add/Update Asset Form” Screen.

Click on the Asset Tile to get redirected to the Asset Details Screen.

Add/Update Asset Form Screen

This screen displays an editable form. Admins can use this form to add information for a new asset or update the information related to an existing asset.

The Header Section is the same for All Listing and Form Screens.

The fields of this form are as follows:

  1. Asset Tag – Click on the input text field for “Asset Tag” to enter the asset tag. (Required field)
  1. Asset PictureTap or Click to add a picture dialog box to see the following options:
    1. Camera – Click on the Camera option to open the device camera.
  1. Files – Click on the Files option to open the Files folder in the device.
  1. Cancel – Click on the Cancel button to return to the “Add/Update Asset Form” Screen.

Click the picture to see the following options:

  1. Retake – Click this button to take the picture again.
  2. Yes – Click this button to upload and see the picture in the form.
  3. Cancel – Click this button to Close the camera and return to the “Add/Update Asset Form” Screen.
  1. Asset Name – Click on the input text field for “Name” to enter the asset name.
  2. Serial Number – Click on the input text field for “Serial Number” to enter the serial number of the asset.
  3. Category – Click on the “Category” dropdown menu to search and select a category of the asset.
  1. Vendor – Click on the “Vendor” dropdown menu to search and select the vendor of the asset.
  2. Brand Name – Click on the input text field for “Brand Name” to enter the brand name of the asset.
  3. Model – Click on the input text field for “Model” to enter the model of the asset.
  4. Status – Click on the “Status” dropdown menu to select the status of the asset from the following options:
    1. Assigned
    2. Broken
    3. Discarded
    4. In-Repair
    5. Lost/Stolen
    6. Pending Setup
    7. Ready to Deploy ( is the default)
  5. Location – Click on the “Location” dropdown menu to search and select the location of the asset.
  6. Condition – Click on the “Condition” dropdown menu to select the condition of the asset from the following options:
    1. Good
    2. Bad
  1. Order Number – Click on the input text field for “Order Number” to enter the order number of the asset.
  2. Purchase Cost – Click on the input text field for “Purchase Cost” to enter the cost of the asset. (only numbers are allowed in this field)
  3. Purchase Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Received Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  5. EOL Date (End Of Life Date) – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  6. Warranty Expiry Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  1. Inventory Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  2. Checked In By – Click on the “Checked In By” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  3. Checked Out To – Click on the “Checked Out To” dropdown menu to search and select the employee’s name. (By default, the field is empty. However, when the admin clicks the edit button, it will automatically display the user’s name in the “check out to” field.)
  4. Requestable – Click on the “Requestable” toggle control to select whether the asset is requestable or not.
  5. Notes – Click on the input text field for “Notes” to enter the notes for the asset.
  6. Attach Invoice – Click on the “Attach File” button to Attach invoice of the asset.

This screen features two action buttons:

  1. Cancel - Clicking on this button will cancel the addition of a new asset or any changes to the asset information and redirect you to the previous screen.
  2. Add/Update - Clicking on this button will add the asset information.

Validations in this form:

  1. The Asset Tag is a mandatory field.
  2. The Purchase Date cannot be later than the End of Life (EOL) Date and the Inventory Date.
  3. The Received Date cannot be earlier than the Purchase Date, and it also cannot be later than the End of Life (EOL) Date.

Asset Details Screen

This Screen displays information and details about an asset.

To return to the previous screen, click the Back Button located next to the Home Button in the header section.

The Header Section is the same for all screens.                                                         

  1. Info
  2. Components
  3. Assignments
  4. Maintenance

(The “Info” tab is selected by default)

  1. Info

Click on the Info tab to see below information about the selected asset:

    • Asset Image
    • Asset Name
    • Model
    • Asset Tag
    • Serial Number
    • Model
    • Category
    • Location
    • Brand
    • Status
    • Checked Out To (Person)
    • Checked In By (Person)
    • Last Assignment ID
    • Requestable
    • Warranty
    • End Of Life
    • Purchase Cost
    • Purchase Date
    • Order No.
    • Received Date
    • Vendor
    • Inventory Date
    • Notes
    • Invoice – Click on the Invoice Attachment to view the invoice attached with the asset.

On this tab, we also have two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Asset Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected asset.
  • Delete button - Click on this button to delete the selected asset (It is only available for application admins).
  1. Component

Click on the Components tab to see below information about components associated with the selected asset:

    • Component Image
    • Component Name
    • Component Tag
    • Serial Number
    • Brand Name
    • Warranty Expiry
    • Category
    • Assigned Date
    • EOL Date (End of life)
    • Notes
  1. Assignments

Click on the Assignments tab to see below information about the assignments related to the selected asset:

    • Asset Name
    • Assigned To
    • Location
    • Assigned Date
    • Assignor
    • Status
    • Condition
    • Notes
    • Asset Images

On this tab, each assignment is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Asset Assignment Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the assignment related to the selected asset.
  • Delete button - Click on this button to delete the selected assignment (It is only available for application admins).

To view the Asset Images, click on the View button below.

It will open a pop-up window with an image carousel. Using the navigation arrows, users can view all images of the asset.

Click on the X button to close the Asset Images Carousel.

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Asset Assignment Form” Screen, where the admin can add a new assignment for the selected asset.

NOTE: The information related to adding a new asset assignment is discussed in the “Add/Update Asset Assignment Form” Screen.

  1. Maintenance

Click on the Maintenance tab to see below information about the Maintenance report related to the selected asset.

    • Ticket No.
    • Report Issue
    • Assigned To
    • Reported By
    • Maintenance Assigned To
    • Vendor
    • Serial Number
    • Model
    • Start Date
    • End Date
    • Status
    • Cost
    • Notes

On this tab, each maintenance request is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Asset Maintenance Request Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the maintenance request related to the selected asset.
  • Delete button - Click on this button to delete the selected maintenance request (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Asset Maintenance Request Form” Screen, where the admin can add a new maintenance request for the selected asset.

NOTE: The information related to adding a new asset maintenance is discussed in the “Add/Update Asset Maintenance Request Form” Screen

Add/Update Asset Assignment Form Screen

This screen displays an editable form. Admins can use this form to add a new assignment or update an existing assignment related to a selected asset.

The Header section is the same for All Listing and Form screens.

The fields of this form are:

  1. Assigned To – Click on the “Assigned To” dropdown menu to search and select the employee’s name. (By default, the field is empty. However, when the admin clicks the edit button, it will automatically display the user’s name in the “assigned to” field.)
  2. Assignor – Click on the “Assignor” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  3. Location – Click on the “Location” dropdown menu to search and select the location of the asset.
  4. Action – Click on the “Action” dropdown menu to select the Action of the asset from the following options:
    1. Check-In
    2. Check-Out
      (Check-In is the default)
  5. Condition – Click on the “Condition” dropdown menu to select the condition of the asset from the following options:
    1. Good
    2. Bad
  6. Assigned Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  7. Notes – Click on the input text field for “Notes” to enter the notes for the asset.
  8. Asset Pictures – Click on the Camera Capture Button to capture an image from the camera and upload it.

Click on the Upload from Device Button to upload images from the device.

After images are uploaded, the admin can view a preview of the uploaded images here.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new assignment or any changes to the asset assignment information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the asset assignment information.

Validations in this form:

  1. The Assigned To is a mandatory field.

Add/Update Asset Maintenance Request Form Screen

This screen displays an editable form. Admins can use this form to add a new maintenance request or update an existing maintenance request related to a selected asset.

The Header section is the same for All Listing and Form screens.

The fields of this form are:

  1. Support Ticket Number – Click on the input text field for “Support Ticket Number” to enter the support ticket number.
  2. Report Issue – Click on the input text field for “Report Issue” to enter the report issue.
  3. Asset Assigned To – Click on the “Asset Assigned To” dropdown menu to search and select the employee’s name.
  4. Reported By – Click on the “Reported By” dropdown menu to search and select the employee’s name.
  5. Vendor – Click on the “Vendor” dropdown to the vendor’s name from the listed values in the dropdown.
  6. Status – Click on the “Status” dropdown to select from the following options:
    1. Support Request Sent
    2. In-Progress
    3. Completed
      (support request sent is the default value)
  7. Asset Maintenance Type – Click on the “Asset Maintenance Type” dropdown to select from the following options:
    1. Repair Required with Employee
    2. Repair Required with Vendor Intervention
    3. Software Issues
    4. Hardware Malfunction
  8. Maintenance Start Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  9. Maintenance Completion Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  10. Maintenance Assigned To – Click on the “Maintenance Assigned To” dropdown menu to search and select the employee’s name.
  11. Maintenance Cost – Click on the input text field for “Maintenance Cost” to enter the maintenance cost of the asset. (number)
  12. Notes – Click on the input text field for “Notes” to enter the notes for the asset.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new maintenance request or any changes to the accessory maintenance request information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the accessory maintenance request information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Validations in this form:

  1. The Report Issue is a mandatory field.

Now, Let’s move to the Components Screen.

Accessories Screen

This screen displays the list of Accessories.

This screen has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the assigned accessories. Search can be done on the following fields:

    1. Accessory Name
    2. Model
    3. Category
    4. Brand Name

Click the Filter Button next to the Search Bar to open the 'Filter By' menu.

This menu includes three drop-down filters and two action buttons that enable users to refine their search, as listed below:

  • Brand Name Dropdown: To filter Accessories by their Brand Name, simply select an option from the “Brand Name” dropdown menu.
  • Category Dropdown: To filter Accessories by their Category, simply select an option from the “Category” dropdown menu.
  • Model Dropdown: Click this button to reset all the filters.
  • Reset Button: this button is used to reset all the filters applied to filter the Accessories List
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button in the top right corner of the “Filter By” menu to close it.

  • Accessories List Section:

This Section has the “Accessories List” in Tile View with each Accessory’s information as follows:

    1. Accessory Image
    2. Accessory Name
    3. Total Quantity – refers to the overall quantity of accessories for each specific type.
    4. Quantity at Hand – indicates the current quantity of chosen accessories present in storage.
    5. Brand Name
    6. Category
    7. Requestable
    8. Min Qty – refers to the lowest level of stock that should be maintained for a particular accessory.

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Accessory Form” Screen, where the admin can add a new accessory

NOTE: The information related to adding a new accessory is discussed in the “Add/Update Accessory Form” Screen.

Click on the Accessory Tile to access the Accessory Details Screen.

Add/Update Accessory Form Screen

This screen displays an editable form. Admins can use this form to add information for a new accessory or update the information related to an existing accessory.

The Header Section is the Same for All Listing and Form Screens.

The fields of this form are as follows:
  1. Accessory Name – Click on the input text field for “Accessory Name” to enter the name of the accessory. (Required field)
  2. Image - Tap or Click to add a picture dialog box to see the following options:
    1. Camera – Click on the Camera option to open the device camera.
  1. Files – Click on the Files option to open the Files folder in the device.
  1. Cancel – Click on the Cancel button to return to the “Add/Update Accessory Form” Screen.

Click the picture to see the following options:

    1. Retake – Click this button to take the picture again.
    2. Yes – Click this button to upload and see the picture in the form.
    3. Cancel – Click this button to Close the camera and return to the “Add/Update Accessory Form” Screen.
  1. Category – Click on the “Category” dropdown menu to search and select the category of the accessory.
  2. Brand Name – Click on the input text field for “Brand Name” to enter the brand name of the accessory.
  3. Model – Click on the input text field for “Model” to enter the model of the accessory.
  4. Quantity at Hand – Click on the input text field for “Quantity at Hand” to enter the Quantity at Hand of the accessory.
  5. Minimum Quantity – Click on the input text field for “Minimum Quantity” to enter the Minimum Quantity of the accessory.
  6. Requestable – Click on the “Requestable” toggle control to select whether the accessory is requestable or not.
  7. Notes – Click on the input text field for “Notes” to enter the notes for the accessory.
  8. Attachments – Click on the “Attach File” button to Attach attachments of the accessory.

This screen features two action buttons:

  1. Cancel - Clicking on this button will cancel the addition of a new accessory or any changes to the existing accessory information and redirect to the previous screen.
  2. Add/Update - Clicking on this button will add or update the accessory information.

Validations in this form:

  1. The Accessory Name is a mandatory field.

Accessory Details Screen

This screen displays the information and details about an accessory.

To return to the previous screen, click the Back Button located next to the Home Button in the header section.

The Header Section is the same for all screens.

This screen has two tabs as following:

  1. Info
  2. Inventory Flow
  3. Maintenance

(Info tab is selected by default)

  1. Info

Click on the Info tab to see below information about the selected accessory assigned to the logged-in user:

    • Accessory Image
    • Accessory Name
    • Total Quantity – refers to the total number of items
    • In Hand – refers to the number of items currently available in the storage.
    • Min Qty - refers to the lowest level of stock that should be maintained for a particular accessory.
    • Brand Name
    • Model
    • Category
    • Requestable
    • Notes

On this tab, we also have two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Accessory Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected accessory.
  • Delete button - Click on this button to delete the selected accessory (It is only available for application admins).
  1. Inventory Flow

Click on the Inventory Flow tab to see below information about the selected accessories:

    • Accessory Image
    • Accessory Name
    • In Hand
    • Min Quantity
    • Assigned To (When Action is “Check In” or “Check Out”)
    • Assigned Date
    • Quantity
    • Condition
    • Action
    • Status
    • Checked Out Date (When Action is “Check Out”)
    • Checked Out By (When Action is “Check Out”)
    • Checked In Date (When Action is "Check In” or “Add In”)
    • Checked In By (When Action is "Check In” or “Add In”)
    • Order Number (When Action is “Add In”)
    • Purchase Cost (When Action is “Add In”)
    • Purchase Date (When Action is “Add In”)
    • Vendor (When Action is “Add In”)
    • Inventory Date (When Action is “Add In”)
    • Received Date (When Action is “Add In”)
    • Invoice (When Action is “Add In”) – Click on the name of the invoice attachment to view it.
    • Notes

On this tab, each entry is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Accessory Inventory Flow Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the entry related to the selected accessory.
  • Delete button - Click on this button to delete the selected entry. (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Accessory Inventory Flow Form” Screen, where the admin can add a new inventory flow entry for the selected accessory.

NOTE: The information related to adding a new accessory inventory flow entry is discussed in the “Add/Update Accessory Inventory Flow Form” Screen

  1. Maintenance

Click on the Maintenance tab to see below information about the Maintenance report related to the selected asset.

    • Ticket No.
    • Report Issue
    • Accessory Assigned To
    • Reported By
    • Maintenance Assigned To
    • Vendor
    • Serial Number
    • Model
    • Start Date
    • End Date
    • Status
    • Cost
    • Notes

On this tab, each maintenance request is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Accessory Maintenance Request Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the maintenance request related to the selected accessory.
  • Delete button - Click on this button to delete the selected maintenance request (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Accessory Maintenance Request Form” Screen, where the admin can add a new maintenance request for the selected accessory.

NOTE: The information related to adding a new asset assignment is discussed in the “Add/Update Accessory Maintenance Request Form” Screen.

Add/Update Accessory Inventory Flow Form Screen

This screen displays an editable form. Admins can use this form to add a new entry or update an existing entry related to the selected accessory.

The Header section is the same for All Forms and Listing screens.

When Action is “Check In/Check Out”

The fields of this form are:

  1. Action – Click on the “Action” dropdown menu to select the Action of the accessory from the following options:
    1. Check In
    2. Check Out
    3. Add In
      (Add In is the default)
  2. Assigned To – Click on the “Assigned To” dropdown menu to search and select the employee’s name. (By default, the field is empty. However, when the admin clicks the edit button, it will automatically display the user’s name in the “assigned to” field.) (This field is only visible when Action is “Check In” or “Check Out”)
  3. Assignor – Click on the “Assignor” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  4. Assigned Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  5. Status – Click on the “Status” dropdown menu to select the Status of the accessory from the following options:
    1. Assigned
    2. Broken
    3. Discarded
    4. In-Repair
    5. Lost/Stolen
    6. Pending Setup
    7. Ready to Deploy (default value)
  6. Quantity – Click on the “Quantity” input text field to enter the quantity.
  7. Checked In By – Click on the “Checked In By” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  8. Checked In Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  9. Accessory Condition – Click on the “Accessory Condition” dropdown menu to select the condition of the accessory from the following options:
    1. Defective
    2. External Damage
    3. In good condition
    4. Internal Damage
    5. Parts Missing

When Action is “Add In”

The fields of this form are:

  1. Action – Click on the “Action” dropdown menu to select the Action of the accessory from the following options:
    1. Check In
    2. Check Out
    3. Add In (default value)
  2. Assignor – Click on the “Assignor” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  3. Assigned Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Vendor - Click on the “Vendor” dropdown menu to select the vendor’s name.
  5. Quantity – Click on the “Quantity” input text field to enter the quantity.
  6. Order Number – Click on the “Order Number” input text field to enter the order number. (This field is only visible when Action is “Add In”)
  7. Purchase Date - Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default) (This field is only visible when Action is “Add In”)
  8. Received Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default) (This field is only visible when Action is “Add In”)
  9. Purchase Cost – Click on the “Purchase Cost” input text field to enter the purchase cost. (This field is only visible when Action is “Add In”)
  10. Inventory Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default) (This field is only visible when Action is “Add In”)
  11. Checked In By – Click on the “Checked In By” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  12. Accessory Condition – Click on the “Accessory Condition” dropdown menu to select the condition of the accessory from the following options:
    1. Defective
    2. External Damage
    3. In good condition
    4. Internal Damage
    5. Parts Missing
  13. Notes – Click on the input text field for “Notes” to enter the notes for the accessory.
  14. Invoice – Click on the “Attach File” button to Attach the invoice of the accessory.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new entry or any changes to the accessory inventory flow entry information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the accessory inventory flow entry information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Validations in this form:

  1. The Assigned To is a mandatory field only when the action is “Check Out” or “Check In”.
  2. The Quantity is a mandatory field.

Add/Update Accessory Maintenance Request Form Screen

This screen displays an editable form. Admins can use this form to add a new maintenance request or update an existing maintenance request related to the selected accessory.

The Header section is the same for All Forms and Listing screens.

The fields of this form are:

  1. Support Ticket Number – Click on the input text field for “Support Ticket Number” to enter the support ticket number.
  2. Report Issue – Click on the input text field for “Report Issue” to enter the report issue.
  3. Accessory Assigned To – Click on the “Accessory Assigned To” dropdown menu to search and select the employee’s name.
  4. Reported By – Click on the “Reported By” dropdown menu to search and select the employee’s name.
  5. Vendor – Click on the “Vendor” dropdown to select the vendor’s name from the listed values in the dropdown.
  6. Status – Click on “Status” dropdown to select from the following options:
    1. Support Request Sent
    2. In-Progress
    3. Completed
      (Support Request Sent is the default value)
  7. Maintenance Assigned To – Click on the “Maintenance Assigned To” dropdown menu to search and select the employee’s name.
  8. Maintenance Cost – Click on the input text field for “Maintenance Cost” to enter the maintenance cost. (number)
  9. Maintenance Start Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  10. Maintenance Completion Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK.
  11. Notes – Click on the input text field for “Notes” to enter the notes.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new maintenance request or any changes to the accessory maintenance request information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the accessory maintenance request information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Validations in this form:

  1. The Report Issue is a mandatory field.

Now, Let’s move to the Components Screen.

Components Screen

This screen displays the list of all Components.

This screen has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the assigned components. Search can be done on the following fields:

    1. Component Tag
    2. Component Checked Out To
    3. Component Name
    4. Model
    5. Brand Name
    6. Category
    7. Vendor
    8. Status

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes four drop-down filters, a warranty date filter, and two action buttons that enable users to refine their search, as listed below:

  • Model Dropdown: To filter Components by their Model, simply select an option from the “Model” dropdown.
  • Brand Name Dropdown: To filter Components by their Brand Name, simply select an option from the “Brand Name” dropdown.
  • Status Dropdown: To filter Components by their Status, simply select an option from the “Status” dropdown.
  • Category Dropdown: To filter Components by their Category, simply select an option from the “Category” dropdown.
  • Warranty Date Filter: by selecting From Date and To Date using the Date Picker Calendar Option, the user will be able to filter the Components using their Warranty Date.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button in the top right corner of the “Filter By” menu to close it.

  • Component List Section:
    This Section has the “Components List” in Tile View with each component’s information as follows:
    1. Component Image
    2. Component Name
    3. Component Tag
    4. Checked Out To
    5. Serial Number
    6. Brand
    7. Warranty
    8. Status
    9. Category
    10. Condition

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Component Form” Screen, where the admin can add a new component.

NOTE: The information related to adding a new component is discussed in the “Add/Update Component Form” Screen.

Click on the Component Tile to get redirected to the Component Details Screen.

Add/Update Component Form Screen

This screen displays an editable form. Admins can use this form to add information for a new component or update the information related to an existing component.

The Header Section is the Same for All Listing and Form Screens.

The fields of this form are as follows:

  1. Component Tag – Click on the input text field for “Component Tag” to enter the component tag. (Required field)
  1. Component Name – Click on the input text field for “Component Name” to enter the component name.
  1. ImageTap or Click to add a picture dialog box to see the following options:
    1. Camera – Click on the Camera option to open the device camera.
  1. Files – Click on the Files option to open the Files folder in the device.
  1. Cancel – Click on the Cancel button to return to the “Add/Update Component Form” Screen.
Click the picture to see the following options:
  1. Retake – Click this button to take the picture again.
  2. Yes – Click this button to upload and see the picture in the form.
  3. Cancel – Click this button to Close the camera and return to the “Add/Update Component Form” Screen.
  1. Serial Number – Click on the input text field for “Serial Number” to enter the serial number of the component.
  2. Category – Click on the “Category” dropdown menu to select the category of the component.
  1. Vendor – Click on the “Vendor” dropdown menu to search and select the vendor of the component.
  2. Brand Name – Click on the input text field for “Brand Name” to enter the brand name of the component.
  3. Model – Click on the input text field for “Model” to enter the model of the component.
  4. Status – Click on the “Status” dropdown menu to select the status of the asset from the following options:
    1. Assigned
    2. Broken
    3. Discarded
    4. In-Repair
    5. Lost/Stolen
    6. Pending Setup
    7. Ready to Deploy (Ready to Deploy is the default)
  5. Checked Out To – Click on the “Checked Out To” dropdown menu to search and select the employee’s name. (By default, the field is empty. However, when the admin clicks the edit button, it will automatically display the user’s name in the “check out to” field.)
  6. Checked In By – Click on the “Checked In By” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  1. Order Number – Click on the input text field for “Order Number” to enter the order number of the asset.
  2. Purchase Cost – Click on the input text field for “Purchase Cost” to enter the cost of the asset. (only numbers are allowed in this field)
  3. Purchase Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Received Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  5. EOL Date (End Of Life Date) – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  1. Warranty Expiry Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  2. Inventory Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  3. Condition – Click on the “Condition” dropdown menu to select the condition of the asset from the following options:
    1. Good
    2. Bad
  4. Requestable – Click on the “Requestable” toggle control to select whether the asset is requestable or not.
  5. Notes – Click on the input text field for “Notes” to enter the notes for the component.
  6. Attachments – Click on the “Attach File” button to Attach the invoice of the component.

This screen features two action buttons:

  1. Cancel - Clicking on this button will cancel the addition of a new component or any changes to the component information and redirect you to the previous screen.
  2. Add/Update - Clicking on this button will add or update the component information.

Validations in this form:

  1. The Component Tag is a mandatory field.
  2. The Purchase Date cannot be later than the End of Life (EOL) Date and the Inventory Date.
  3. The Received Date cannot be earlier than the Purchase Date, and it also cannot be later than the End of Life (EOL) Date.

Component Details Screen

This Screen displays information and details about a component.

To return to the previous screen, click the Back Button located next to the Home Button in the header section.

The Header Section is the same for all screens.

    1. Info
    2. Assignments
    3. Maintenance

(The “Info” tab is selected by default)

  1. Info

Click on the Info tab to see below information about the selected component:

    • Component Image
    • Component Name
    • Model
    • Component Tag
    • Serial Number
    • Model
    • Category
    • Condition
    • Status
    • Brand
    • Checked In By
    • Last Assignment ID
    • Requestable
    • Checked Out To
    • Warranty
    • End Of Life
    • Purchase Cost
    • Purchase Date
    • Order No.
    • Received Date
    • Inventory Date
    • Vendor
    • Notes
    • Invoice – Click on the Invoice Attachment to view the invoice attached.

On this tab, we also have two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Component Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected component.
  • Delete button - Click on this button to delete the selected accessory (It is only available for application admins).
  1. Assignments

Click on the Assignments tab to see below information about the assignments related to the selected component.

    • Component Name
    • Assigned To
    • Assigned Date
    • Assignor
    • Status
    • Condition
    • Notes

On this tab, each assignment is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Component Assignment Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the assignment related to the selected component.
  • Delete button - Click on this button to delete the selected assignment (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Component Assignment Form” Screen, where the admin can add a new assignment for the selected component.

NOTE: The information related to adding a new component assignment is discussed in the “Add/Update Component Assignment Form” Screen.

  1. Maintenance

Click on the Maintenance tab to see below information about the Maintenance report related to the selected component:

    • Ticket No.
    • Report Issue
    • Assigned To
    • Reported By
    • Maintenance Assigned To
    • Vendor
    • Serial Number
    • Model
    • Start Date
    • End Date
    • Status
    • Cost
    • Notes

On this tab, each maintenance request is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Component Maintenance Request Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the maintenance request related to the selected component.
  • Delete button - Click on this button to delete the selected maintenance request (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Component Maintenance Request Form” Screen, where the admin can add a new maintenance request for the selected component.

NOTE: The information related to adding a new component maintenance request is discussed in the “Add/Update Component Maintenance Request Form” Screen.

Add/Update Component Assignment Form Screen

This screen displays an editable form. Admins can use this form to add a new assignment or update an existing assignment related to a selected component.

The header section is the same for All Forms and Listing screens.

The fields of this form are:

  1. Asset Tag – Click on the “Asset Tag” dropdown menu to search and select the asset tag. (By default, the field is empty. However, when the admin clicks the edit button, it will automatically display the asset’s tag in the “asset tag” field.)
  2. Asset Assigned – Click on the “Asset Assigned” dropdown menu to select an asset. (By default, the field is empty. However, when the admin clicks the edit button, it will automatically display the asset’s name in the “asset assigned” field.) (as you select the Asset Tag it will automatically select the Asset Assigned)
  3. Assigned Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Assignor – Click on the “Assignor” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  5. Condition – Click on the “Condition” dropdown menu to select the condition of the component from the following options:
    1. Good
    2. Bad
  6. Status – Click on the “Status” dropdown menu to select the Status of the component from the following options:
    1. Check In
    2. Check Out
      (Check In is the default)
  7. Notes – Click on the input text field for “Notes” to enter the notes for the asset.
  8. Pictures – Click on the Camera Capture Button to capture an image from the camera and upload it.

Click on the Upload from Device Button to upload images from the device.

After images are uploaded, the admin can view a preview of the uploaded images here.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new assignment or any changes to the component assignment information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the component assignment information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Add/Update Component Maintenance Request Form Screen

This screen displays an editable form. Admins can use this form to add a new maintenance request or update an existing maintenance request related to a selected component.

The header section is the same for All Forms and Listing screens.

The fields of this form are:

  1. Support Ticket Number – Click on the input text field for “Support Ticket Number” to enter the support ticket number.
  2. Report Issue – Click on the input text field for “Report Issue” to enter the report issue.
  3. Asset Tag Assigned – Click on the “Asset Tag Assigned” dropdown menu to select the asset’s tag.
  4. Vendor – Click on the “Vendor” dropdown to select the vendor’s name from the listed values in the dropdown.
  5. Reported By – Click on the “Reported By” dropdown menu to search and select the employee’s name.
  6. Status – Click on “Status” dropdown to select from the following options:
    1. Support Request Sent
    2. In-Progress
    3. Completed
      (support request sent is the default value)
  7. Maintenance Assigned To – Click on the “Maintenance Assigned To” dropdown menu to search and select the employee’s name.
  1. Maintenance Cost – Click on the input text field for “Maintenance Cost” to enter the maintenance cost. (number)
  2. Maintenance Start Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  3. Maintenance Completion Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Notes – Click on the input text field for “Notes” to enter the notes for the asset.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new maintenance request or any changes to the component maintenance request information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the component maintenance request information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Validations in this form:

  1. The Report Issue is a mandatory field.

Now, Let’s move to Consumables Screen

CONSUMABLES SCREEN

This screen displays the list of available consumables and has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the list of consumables. Search can be done on the following fields:

    1. Consumable Name
    2. Brand Name
    3. Category

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes four drop-down filters and two action buttons that enable users to refine their search, as listed below:

  • Consumable Name Dropdown: To filter Consumables by their Consumable Name, simply select an option from the “Consumable Name” dropdown.
  • Category Dropdown: To filter Consumables by their Category, simply select an option from the “Category” dropdown.
  • Brand Name Dropdown: To filter Consumables by their Brand Name, simply select an option from the “Brand Name” dropdown.
  • Status Dropdown: To filter Consumables by their Status, simply select an option from the “Status” dropdown.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button in the top right corner of the “Filter By” menu to close it.

  • Consumables List Section:
    This Section has the Consumables List in Tile View with each consumable’s information as follows:
    1. Consumable Image
    2. Consumable Name
    3. Brand Name
    4. Exp date
    5. Quantity in Hand - indicates the current quantity of chosen consumables present in storage.
    6. Minimum Quantity - refers to the lowest level of stock that should be maintained for a particular consumable.
    7. Category

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Consumable Form” Screen, where the admin can add a new consumable.

NOTE: The information related to adding a new consumable is discussed in the “Add/Update Consumable Form” Screen.

Click on the Consumable Tile to get redirected to the Consumable Details Screen.

Add/Update Consumable Form Screen

This screen displays an editable form. Admins can use this form to add information for a new consumable or update the information related to an existing consumable.

The Header Section is the Same for All Listing and Form Screens. The fields of this form are as follows:
  1. Consumable Name – Click on the input text field for “Consumable Name” to enter the name of the Consumable. (Required field)
  2. Image - Tap or Click to add a picture dialog box to see the following options:
    1. Camera – Click on the Camera option to open the device camera.
  1. Files – Click on the Files option to open the Files folder in the device.
  1. Cancel – Click on the Cancel button to return to the “Add/Update Accessory Form” Screen.
Click the picture to see the following options:
  1. Retake – Click this button to take the picture again.
  2. Yes – Click this button to upload and see the picture in the form.
  3. Cancel – Click this button to Close the camera and return to the “Add/Update Accessory Form” Screen.
  1. Category – Click on the “Category” dropdown menu to search and select the category of the consumable.
  2. Status – Click on the “Status” dropdown menu to select the status of the consumable from the following options:
    1. In Stock
    2. In Use
    3. Out of Stock
(In Stock is selected by default)
  1. Quantity at Hand – Click on the input text field for “Quantity at Hand” to enter the Quantity at Hand of the consumable.
  2. Minimum Quantity – Click on the input text field for “Minimum Quantity” to enter the Minimum Quantity of the consumable.
  3. Expiration Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Notes – Click on the input text field for “Notes” to enter the notes for the consumable.
This screen features two action buttons:
  1. Cancel - Clicking on this button will cancel the addition of a new consumable or any changes to the existing consumable information and redirect to the previous screen.
  2. Add/Update - Clicking on this button will add or update the consumable information.

Validations in this form:

  1. The Consumable Name is a mandatory field.

Consumable Details Screen

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes four drop-down filters and two action buttons that enable users to refine their search, as listed below:

  • Consumable Name Dropdown: To filter Consumables by their Consumable Name, simply select an option from the “Consumable Name” dropdown.
  • Category Dropdown: To filter Consumables by their Category, simply select an option from the “Category” dropdown.
  • Brand Name Dropdown: To filter Consumables by their Brand Name, simply select an option from the “Brand Name” dropdown.
  • Status Dropdown: To filter Consumables by their Status, simply select an option from the “Status” dropdown.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button in the top right corner of the “Filter By” menu to close it.

This screen has two tabs as following:

  1. Info
  2. Inventory Flow

(Info tab is selected by default)

  1. Info

Click on the Info tab below for information about the selected consumable:

    • Consumable Image
    • Consumable Name
    • at Hand - indicates the current quantity of chosen consumables present in storage.
    • Minimum Qty - refers to the lowest level of stock that should be maintained for a particular consumable.
    • Brand Name
    • Status
    • Category
    • Expiry
    • Notes

On this tab, we also have two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Consumable Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected consumable.
  • Delete button - Click on this button to delete the selected consumable (It is only available for application admins).
  1. Inventory Flow

Click on the Inventory Flow tab to see below information about the selected consumable:

    • Consumable Image
    • Consumable Name
    • Quantity in Hand - indicates the current quantity of chosen accessories present in storage.
    • Minimum Quantity - refers to the lowest level of stock that should be maintained for a particular accessory.
    • Checked Out By
    • Checked Out Date
    • Quantity
    • Add In Date
    • Purchase Cost
    • Purchase Date
    • Order Number
    • Received Date
    • Vendor
    • Inventory Date
    • Consumable Condition
    • Action
    • Status
    • Notes
    • Invoices (When Action is “Add In”)

On this tab, each entry is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update Consumable Inventory Flow Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the entry related to the selected consumable.
  • Delete button - Click on this button to delete the selected entry. (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Consumable Inventory Flow Form” Screen, where the admin can add a new inventory flow entry for selected consumable.

NOTE: The information related to adding a new component inventory flow entry is discussed in the “Add/Update Consumable Inventory Flow Form” Screen.

Add/Update Consumable Inventory Flow Form Screen

This screen displays an editable form. Admins can use this form to add a new entry or update an existing entry related to selected consumable.

The header section is the same for All Forms and Listing screens.

 

The fields of this form are:

  1. Action – Click on the “Action” dropdown menu to select the Action of the consumable from the following options:
    1. Add In
    2. Check Out
      (Add In is the default)
  2. Assignor – Click on the “Assignor” dropdown menu to select the Assignor of the consumable (person).
  3. Assigned Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  4. Vendor - Click on the “Vendor” dropdown menu to select the vendor’s name.
  5. Brand Name – Click on the “Brand Name” dropdown menu to select the Brand Name of the consumable.
  6. Quantity – Click on the “Quantity” input text field to enter the quantity.
  7. Order Number – Click on the “Order Number” input text field to enter the order number. (This field is only visible when Action is “Add In”) (required)
  1. Purchase Date - Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default) (This field is only visible when Action is “Add In”)
  2. Received Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default) (This field is only visible when Action is “Add In”)
  3. Purchase Cost – Click on the “Purchase Cost” input text field to enter the purchase cost. (This field is only visible when Action is “Add In”)
  4. Inventory Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default) (This field is only visible when Action is “Add In”)
  5. Checked In By – Click on the “Checked Out By” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  6. Consumable Condition – Click on the “Consumable Condition” dropdown menu to select the condition of the consumable from the following options:
    1. In good condition
    2. Damaged/Expired (In good condition is the default)
  1. Notes – Click on the input text field for “Notes” to enter the notes for the consumable.
  2. Invoice – Click on the “Attach File” button to Attach the invoice of the consumable.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new entry or any changes to the consumable inventory flow entry information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the consumable inventory flow entry information. (“Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Validations in this form:

  1. The Quantity is a mandatory field. 

Licenses Screen

This screen displays the list of licenses and has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the list of licenses. Search can be done on the following fields:

  1. Software Name
  2. License Name
  3. Category
  4. Type of License
  5. Username

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes three drop-down filters, an Expiration Date Filter, and two action buttons that enable users to refine their search, as listed below:

  • Software Name Dropdown: To filter Licenses by their Software Name, simply select an option from the “Software Name” dropdown.
  • Category Dropdown: To filter Licenses by their Category, simply select an option from the “Category” dropdown.
  • Type of License Dropdown: To filter Licenses by their Type of License, simply select an option from the “Type of License” dropdown.
  • Expiration Date: To filter Licenses by Expiration Date, simply click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button in the top right corner of the “Filter By” menu to close it.

  • Licenses List Section:
    This Section has the Licenses List in Tile View with each license’s information as follows:
    1. Software Name
    2. License Name
    3. Expiration Date
    4. Subscription Duration
    5. Category
    6. Type of License
    7. Total Assignments
    8. Remaining Assignments

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update License Form” Screen, where the admin can add a new license.

NOTE: The information related to adding a new license is discussed in the “Add/Update License Form” Screen.

Click on the License Tile to get redirected to the License Details Screen.

Add/Update License Form Screen

This screen displays an editable form. Admins can use this form to add information for a new license or update the information related to an existing license.

The Header Section is the Same for All Listing and Form Screens.

The fields of this form are as follows:

  1. Software Name – Click on the input text field for “Software Name” to enter the software name. (Required field)
  1. License Name – Click on the input text field for “License Name” to enter the license name.
  2. License Key – Click on the input text field for “License Key” to enter the license key.
  3. Category – Click on the “Category” dropdown menu to select a category.
  4. Type of License – Click on the “Type of License” dropdown menu to select the type of license.
  5. Subscription Duration – Click on the input text field for “Subscription Duration” to enter the subscription duration.
  6. User Name – Click on the input text field for “User Name” to enter the user name.
  1. Password – Click on the input text field for “Password” to enter the password.
  2. Total Number of Assignments – Click on the input text field for “Total Number of Assignments” to enter the total number of assignments.
  3. Purchase Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default).
  4. Expiration Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default).
  5. Purchase Cost – Click on the input text field for “Purchase Cost” to enter the cost. (only numbers are allowed in this field)
  1. Notes – Click on the input text field for “Notes” to enter the notes.
  2. Attachments– Click on the “Upload Invoice” button to Attach the invoice.

This screen features two action buttons:

  1. Cancel - Clicking on this button will cancel the addition of a new license or any changes to the license information and redirect you to the previous screen.
  2. Add/Update - Clicking on this button will add or update the license information.

Validations in this form:

  1. The Software Name is a mandatory field.
  2. The License Name is a mandatory field.
  3. The License Key is a mandatory field.
  4. The User Name is a mandatory field.
  5. The Subscription Duration is a mandatory field.
  6. The Password is a mandatory field.
  7. The Total Number of Assignments is a mandatory field.

License Details Screen

This Screen displays information and details about a license.

To return to the previous screen, click the Back Button located next to the Home Button in the header section Header Section is the same for all screens.

This screen has two tabs as following:

  1. Info
  2. Assignment

(Info tab is selected by default)

  1. Info

Click on the Info tab to see below information about the selected consumable:

    • License Name
    • Software Name
    • Expiration Date
    • Username
    • Subscription Duration
    • Password
    • Category
    • Type of License
    • Total Assignments
    • Purchase Cost
    • Remaining Assignments
    • Purchase Date
    • Last Assignment ID
    • Notes
    • Invoice – Click on the Invoice Attachment to view the invoice attached.

On this tab, we also have two action buttons:

  • Edit button – Click on this button to be redirected to the “after making the changes, click on the “Update” Button to update the information related to the selected license.

 

  • Delete button - Click on this button to delete the selected license (It is only available for application admins).
  1. Assignment

Click on the Assignment tab to see below information about the selected license:

    • License Name
    • Assigned To
    • Assigned Date
    • Assignor
    • Type of License
    • Role Assigned
    • Notes

On this tab, each assignment is accompanied by two action buttons:

  • Edit button – Click on this button to be redirected to the “Add/Update License Assignment Form” screen, where you can edit andfter making the changes, click on the “Update” Button to update the assignment related to the selected license.
  • Delete button - Click on this button to delete the selected assignment (It is only available for application admins).

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update License Assignment Form” Screen, where the admin can add a new assignment for a selected license.

NOTE: The information related to adding a new license assignment is discussed in the “Add/Update License Assignment Form” Screen.

Add/Update License Assignment Form Screen

This screen displays an editable form. Admins can use this form to add a new assignment or update an existing assignment related to a selected license.

The header section is the same for All Forms and Listing screens.

The fields of this form are:

  1. Software Name – Input text field for “Software Name” displays selected software name. (disabled)
  2. License Name – Input text field for “License Name” displays selected license name. (disabled).
  3. Type of License – the “Type of License” dropdown menu displays the selected type of license. (disabled).
  4. Assigned To – Click on the “Assigned To” dropdown menu to search and select the employee’s name to whom to assign the license. (The name of the currently logged-in administrator will be displayed by default.)
  5. Assignor – Click on the “Assignor” dropdown menu to search and select the employee’s name. (The name of the currently logged-in administrator will be displayed by default.)
  6. Role Assigned – Input the text field for “Role Assigned” to enter the role.
  7. Assigned Date – Click on the input text field to type a date in MM/DD/YYYY format or click on the calendar next to the input text field to Select a date and click OK. (present date by default)
  8. Notes – Click on the input text field for “Notes” to enter the notes for the asset.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new assignment or any changes to the license assignment information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the license assignment information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Status Labels Screen

This screen displays the list of status labels and has 3 sections including:

  • Header Section:

This section contains:

  • Home Button
    Click on this button to get redirected to “Dashboard Screen”.
  • Name of the screen
  • Hamburger Button
    Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the list of Status Labels by keywords.

  • Status Label List Section: This Section has the Status Labels List with each status label’s information in the following columns in a specific order:
  1. Status Name
  2. Color
  3. Status
  4. Options – This column is only visible to application admins and contains two action buttons named:
    1. Edit button – Click on this button to be redirected to the “Add/Update Status Label Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected status label.
  1. Delete button - Click on this button to delete the selected status label.

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Status Label Form” Screen, where the admin can add a new status label.

NOTE: The information related to adding a new status label is discussed in the “Add/Update Status Label Form” Screen.

Add/Update Status Label Form Screen

This screen displays an editable form. Admins can use this form to add information for a new status label or update the information related to an existing status label.

The Header Section is the Same for All Listing and Form Screens.

The fields of this form are as follows:

  1. Title – Click on the input text field for “Title” to enter the status name. (Required field)
  2. Color – Click on the input text field for “Color” to enter color.
  3. Status – Click on the “Status” dropdown menu to select the Status of the status label from the following options:
    1. Active
    2. Inactive

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new status label or any changes to the existing status label information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the status label information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Categories Screen

This screen displays the list of categories and has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the list of Categories by keywords.

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes three drop-down filters and two action buttons that enable users to refine their search, as listed below:

  • Category Name Dropdown: To filter Categories by their Category Name, simply select an option from the “Category Name” dropdown.
  • Category Type Dropdown: To filter Categories by their Category Type, simply select an option from the “Category Type” dropdown.
  • Status Dropdown: To filter Categories by their Status, simply select an option from the “Status” dropdown.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button in the top right corner of the “Filter By” menu to close it.

  • Categories List Section:
    This Section has the Categories List with each category’s information in the following columns in a specific order:
  1. Category Image
  2. Name
  3. Type
  4. Status
  5. Options – This column is only visible to application admins and contains two action buttons named:
    1. Edit button – Click on this button to be redirected to the “Add/Update Category Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected category.
  1. Delete button - Click on this button to delete the selected category.

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Category Form” Screen, where admin can add a new category.

NOTE: The information related to adding a new category is discussed in the “Add/Update Category Form” Screen.

Add/Update Category Form Screen

This screen displays an editable form. Admins can use this form to add information for a new status label or update the information related to an existing status label.

The Header Section is the Same for All Listing and Form Screens. The fields of this form are as follows:
  1. Title – Click on the input text field for “Title” to enter the category name. (Required field)
  2. Category Type – Click on the “Category Type” dropdown menu to select the Category Type from the following options:
    1. Asset
    2. Accessory
    3. Consumable
    4. Component
    5. License
  3. ImageTap or Click to add a picture dialog box to see the following options:
    1. Camera – Click on the Camera option to open the device camera.
  1. Files – Click on the Files option to open the Files folder in the device.
  1. Cancel – Click on the Cancel button to return to the “Add/Update Category Form” Screen.
Click the picture to see the following options:
  1. Retake – Click this button to take the picture again.
  2. Yes – Click this button to upload and see the picture in the form.
  3. Cancel – Click this button to Close the camera and return to the “Add/Update Category Form” Screen.
  1. Status – Click on the “Status” dropdown menu to select the Status of the category from the following options:
    1. Active
    2. Inactive

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new category or any changes to the existing category information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the category information. ( “Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

Locations Screen

This screen displays the list of locations and has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the list of locations. Search can be done on the following fields:

    1. Location Name
    2. Country
    3. State
    4. Zip Code
  • Locations List Section:
    This Section has the Locations List in Tile View with each location’s information as follows:
    1. Location Name
    2. Street
    3. City
    4. State
    5. Country
    6. Zip Code
    7. Status

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Location Form” Screen, where the admin can add a new location.

Each location entry is accompanied by two action buttons:

  1. Edit button – Click on this button to be redirected to the “Add/Update Location Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected location.
  1. Delete button - Click on this button to delete the selected location.
    (These action buttons are only visible to application admins)

NOTE: The information related to adding a new location is discussed in the “Add/Update Location Form” screen.

Add/Update Location Form Screen

This screen displays an editable form. Admins can use this form to add information for a new location or update the information related to an existing location.

The Header Section is the Same for All Listing and Form Screens. The fields of this form are as follows:
  1. Location Name – Click on the input text field for “Location” to enter the location name. (Required field)
  2. Street – Click on the input text field for “Street” to enter the street.
  3. City – Click on the input text field for “City” to enter the city name.
  4. State – Click on the input text field for “State” to enter the state name.
  5. Country Name – Click on the input text field for “Country” to enter the country name.
  1. Zip Code – Click on the input text field for “Zip Code” to enter the zip code.
  2. Status – Click on the “Status” dropdown menu to select the status from the following options:
    1. Active
    2. Inactive
This screen features two action buttons:
  1. Cancel - Click on this button to cancel the new location or any changes to the existing location information and redirect you to the previous screen.
  2. Add/Update - Click on this button to add or update the location information. (“Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”)

Vendors Screen

This screen displays the list of vendors and has 3 sections including:

  • Header Section:

This section contains:

    • Home Button
      Click on this button to get redirected to “Dashboard Screen”.
    • Name of the screen
    • Hamburger Button
      Click on this button to open the Overlay menu.
  • Toolbar Section:

In this section, use the Search Bar to search through the list of vendors using keywords.

Click the Filter Button next to the Search Bar to open the 'Filter By' menu. This menu includes three drop-down filters and two action buttons that enable users to refine their search, as listed below:

  • Vendor Name Dropdown: To filter Vendors by their Vendor Name, simply select an option from the “Vendor Name” dropdown.
  • Exists in HDFC ENet Portal Dropdown: To filter Vendors by their Existence in HDFC ENet Portal, simply select true or false.
  • Status Dropdown: To filter Vendors by their Status, simply select an option from the “Status” dropdown.
  • Reset Button: Click this button to reset all the filters.
  • Close Button: Click this button to close the “Filter By” menu.

Click on the X button on the top right corner of the “Filter By” menu to close it.

  • Vendors List Section:
    This Section has the Vendors List in Tile View with each vendor’s information as follows:
    1. Vendor’s Name
    2. Address
    3. Phone
    4. Contact Name
    5. Status
    6. Email
    7. GST Number
    8. Exist in HDFC ENet Portal
    9. Notes

There is a floating “Add New” button on the bottom right corner of the screen. Click on it to be redirected to the “Add/Update Vendor Form” Screen, where admin can add a new vendor.

Each vendor entry is accompanied by two action buttons:

  1. Edit button – Click on this button to be redirected to the “Add/Update Vendor Form” screen, where you can edit and after making the changes, click on the “Update” Button to update the information related to the selected vendor.
  1. Delete button - Click on this button to delete the selected vendor.
    (These action buttons are only visible to application admins)

NOTE: The information related to adding a new vendor is discussed in the “Add/Update Vendor Form” screen.

Add/Update Vendor Form Screen

This screen displays an editable form. Admins can use this form to add information for a new vendor or update the information related to an existing vendor.

The Header Section is the same for All Listing and Form Screens.

The fields of this form are as follows:

  1. Vendor Name – Click on the input text field for “Vendor Name” to enter the vendor’s name. (Required field)
  2. Brand Name – Click on the drop down to add an existing or a new Brand Name associated with this Vendor.
  3. Contact Name – Click on the input text field for “Contact Name” to enter the contact’s name.
  4. Address – Click on the input text field for “Address” to enter the address.
  5. GST Number – Click on the input text field for “GST Number” to enter the GST Number.
  6. Email – Click on the input text field for “Email” to enter the email address.
  7. Phone – Click on the input text field for “Phone” to enter the phone number.
  8. Status – Click on the “Status” dropdown menu to select the status from the following options:
    1. Active
    2. Inactive
  9. Exists in HDFC ENet Portal – Click on the “Exists in HDFC ENet Portal” toggle control to select whether the vendor exists in the HDFC ENet Portal or not.
  10. Notes – Click on the input text field for “Notes” to enter notes for the vendor.

This screen features two action buttons:

  1. Cancel - Click on this button to cancel the new vendor or any changes to the existing vendor’s information and redirect you to the previous screen.3
  2. Add/Update - Click on this button to add or update the vendor’s information. (“Add” is when the form mode is “New” and “Update” when the Form mode is “Edit”.)

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