{{ headCompanyName }}

{{ userName }} {{ today | date: "dd MMM yyyy" }}
{{ tab.label }}

Asset Details


entries
Allocation ID Allocation Number Allocation Date Employee ID Department ID Location Asset ID Approval By Status
{{ row.allocationId || "-" }} {{ row.allocationNumber || "-" }} {{ row.allocationDate || "-" }} {{ row.employeeId || "-" }} {{ row.departmentId || "-" }} {{ row.location || "-" }} {{ row.assetId || "-" }} {{ row.approvalBy || "-" }} {{ row.allocationStatus || "-" }}
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Help & Guidelines


Asset Management Module – User Manual

NOTE:
This section explains how to use the Asset Management module. Follow the steps carefully while entering or importing asset data.
# Tab Purpose Instructions
1 Details View and manage all asset records • View asset list in table format
• Use Search to find assets quickly
• Use column sorting arrows to sort data
• Click Asset ID to view asset details
• Click Edit to modify record
• Use checkbox to select records and delete
2 New Record Add new asset information • Open New Record tab
• Enter asset information such as asset code, type, department, vendor etc.
• Click Add More to create multiple rows
• Click Save All to store records
3 Bulk Import Upload multiple asset records at once • Upload supported file formats:
CSV / Excel / DOCX / TXT
• File must follow system column format
• Invalid rows will show error messages
4 Bulk Export Download asset data • Use filters or search if required
• Click export buttons in toolbar
• Supported formats:
DOC / PDF / Excel / CSV
5 Status Timeline View asset lifecycle history • Click asset status in Details table
• Timeline shows:
Asset creation date
Installation date
AMC period
Last service date
Current status
6 Help Guidelines for using this module • Read instructions before using the system
• Follow validation messages
• Use this page for troubleshooting

Example: Adding Single Asset

NOTE:
Use the New Record tab to create a single asset entry.
Tab Action Steps Result
New Record Add Asset Fill asset details → Click Save All New asset appears in Details table

Example: Adding Multiple Asset Records

NOTE:
Multiple assets can be added either manually or through file import.
Method Action Steps Result
New Record Add Multiple Rows Use Add More button → Fill details → Click Save All Multiple assets saved in system
Bulk Import Upload File Upload CSV / Excel / DOCX / TXT file Valid asset records imported automatically
Bulk Export Download Data Select export format (DOC / PDF / Excel / CSV) Asset report downloaded