Asset & Inventory Management App (AIM App): User Guide

This user guide is designed to help users 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
• Asset Details Screen
6. Accessories Screen
• Accessory Details Screen
7. Components Screen
• Component Details Screen
8. Consumables Screen
• Consumable Details Screen
9. My Maintenance Requests Screen

Target Audience of the AIM App

All users who can access the app for non-administrative activity. For administrative functions related to the app and HR, please refer to the app’s administrative guide.

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 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 companies provide 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

A maintenance request related to assets and components 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 the company's assets and their associated components.

Introduction

The AIM App equips users with the ability to access comprehensive information about their assigned assets and components. It also displays the inventory records of their designated accessories. Users can view the list of available consumables and monitor maintenance requests related to their assigned assets and components. This ensures seamless management and maintenance of their resources.

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 and four clickable tiles, each leading to a specific screen. The Dashboard tiles include:

  • My Assets: This tile displays the total number of Assets assigned to the user. Click on this tile to get redirected to the Assets Screen, which displays the list of Assets Assigned to the user.
  • My Accessories: This tile displays the total number of Accessories assigned to the user. Click on this tile to get redirected to the Accessories Screen, which displays the list of Accessories Assigned to the user.
  • My Components: This tile displays the total number of Components assigned to the user. Click on this tile to get redirected to the Components Screen, which displays the list of Components Assigned to the user.
  • My Maintenance Requests: This tile shows how many maintenance requests are related to assets and components assigned to the user. Click on the tile to see these requests on the "My Maintenance Requests Screen."
  • Click on the Hamburger button to open the Overlay Menu which displays two sections:

    • User Information
    • App Screens
  • The “User Information” section contains the current logged-in user’s information in the following order:

    1. Profile Picture
    2. Full Name
    3. Email Address
    4. App Role

    In the “App Screens” section, users can find clickable options that, when clicked, will take them to the related screens.

  • My Dashboard: Click on this button to access the “Dashboard Screen”.
  • My Assets: Click this button to access the "Assets Screen," where you can view the list of assets assigned to the logged-in user.
  • My Accessories: Click this button to access the "Accessories Screen," where you can view the list of accessories assigned to the logged-in user.
  • My Components: Click this button to go to the "Components Screen," where you can view the list of components assigned to the logged-in user.
  • Consumables: Click this button to access the "Consumables Screen," where you can view the list of available consumables.
  • My Maintenance Requests: Click this button to go to the "My Maintenance Requests" screen, where you can see maintenance requests for the assets or components assigned to the logged-in user.

Click on the X button to close the Overlay Menu.

Assets Screen

This screen displays the list of Assets assigned to the logged-in user.

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 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.
  • 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 on 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
    5. Serial Number
    6. Model
    7. Category
    8. Location
    9. Warranty
    10. Status

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

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.

This screen has four tabs as follows:

  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 assigned to the logged-in user:

    • Asset Image
    • Asset Name
    • Asset Tag
    • Model
    • Serial Number
    • Category
    • Brand
    • Notes
  1. Components

 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 (End of life) Date
    • Notes
  1. Assignments

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

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

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.

  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
    • Assigned To
    • Vendor
    • Serial Number
    • Model
    • Start Date
    • End Date
    • Status
    • Cost
    • Notes

Now, Let’s move to the Accessories Screen

Accessories Screen

This screen displays the list of Accessories assigned to the logged-in user.

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

 

  • 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 in Hand – indicates the current quantity of chosen accessories present in storage.
    5. Brand Name
    6. Requestable
    7. Category
    8. Min Qty

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

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
    • Quantity 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
  1. Inventory Flow

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

    • Accessory Image
    • Accessory Name
    • In Hand
    • Min Qty
    • Assigned To
    • Assigned Date
    • Quantity
    • Action
    • Assignor
    • Condition
    • Status
    • Notes
  1. Maintenance

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

    • Ticket No
    • Report Issue
    • Accessory name
    • Assigned To
    • Reported By
    • Assigned To
    • Vendor
    • Start date
    • End date
    • Status
    • Cost
    • Notes

Now, Let’s move to the Components Screen.

Components Screen

This screen displays the list of Components associated with the assets assigned to the logged-in user.

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 Checked Out To
    2. Component Name
    3. Model
    4. Brand Name
    5. Category
    6. Vendor
    7. 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. Condition
    9. Category
    10. Status

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

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 assigned to the logged-in user:

    • Component Image
    • Component Name
    • Model
    • Component Tag
    • Serial Number
    • Model
    • Category
    • Brand
    • Last Assignment ID
    • Checked Out To
  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
  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
    • Notes

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. at Hand - indicates the current quantity of chosen consumable present in storage.
    5. Category
    6. Exp Date
    7. Min Qty - refers to the lowest level of stock that should be maintained for a particular consumable.

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

Consumable Details Screen

This Screen displays information and details about a consumable.

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. 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
  • Quantity in 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
  • Qty at Hand
  • Expiry
  • Qty
  • Notes
  1. Inventory Flow

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

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

Now, Let’s move to the My Maintenance Requests Screen.

My Maintenance Requests Screen 

This screen displays maintenance requests for the assets or components assigned to the logged-in user.

The Header Section is the same for all screens.

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

This screen has two tabs as following:

  1. Assets
  2. Components

(Assets tab is selected by default)

  1. Assets

Click on the Assets tab below for information about the maintenance requests related to the assets:

  • Ticket No.
  • Report Issue
  • Assigned to
  • Reported By
  • Maintenance Type
  • Vendor
  • Start Date
  • End Date
  • Notes
  1. Components

Click on the Components tab below for information about the maintenance requests related to the components:

  • Ticket No.
  • Report Issue
  • Component Assigned To (Asset Tag)
  • Assigned To (Person)
  • Reported By
  • Maintenance Type
  • Vendor
  • Start Date
  • End Date
  • Notes

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