1.1.1       Introduction – What is an asset?

An asset refers to any item of value and utility. A building’s assets can include anything from the furniture and decorations to light bulbs and alarm systems to water heaters, boilers and air conditioning systems. Assets are important when you are creating maintenance events and cases. MYBOS maintains history of an asset through cases and maintenance items applicable to it. Over a period of time, you can actually track the service and maintenance history for all assets at your site. The list of assets can grow very long so it is advisable to organise your assets into specific categories and sub categories. MYBOS provides a comprehensive default list of categories but you have the option of creating your own categories. See How to create a category for more details. When you view any asset details, you can see its service/repair history at the bottom. This history is extracted from cases and maintenance items and is auto-maintained by the system.

1.1.2       How to create a new asset?

1.       Click on the Building menu item on the left.
2.       Several tiles would appear on the screen showing different building modules. Click on Assets to view the assets list.
3.       Click New button at the top right to view asset information screen.
4.       In Asset Details section, enter asset name and then select the applicable category using the Nest Under category selector. If your desired category doesn’t exist, create a new category by typing its name in the text box just below or by going into the Building > Categories section.  
5.       Enter asset location, serial number, value, description, barcode, make and model. Not all fields are compulsory but it is recommended to enter as much information as is available.
6.       In the Contractors section, use the combo box to select the relevant contractors one by one. As you select contractors, they appear in the list on the right side. You can remove a selected contractor by clicking on the bin icon next to it. Removing a contractor from this area doesn’t delete the contractor from the system, it just unlinks it from the asset.
7.       In the Uploads section, use the Select files buttons to upload asset photos and relevant documents e.g. service manuals and service logs. Documents and photos can be removed in the same way by clicking the Bin icon next to each attachment in the right hand side box.
8.       In the Warranty information section, add Warranty title, set Expiry date and press Select file button to upload the warranty document. The expiry date would be used to notify you in the dashboard when the warranty is about to expire.
9.       Press Save to finish.
10.   Note: If you are setting up a new building, contact MYBOS Support to discuss batch upload of all assets.

1.1.3       How to search and edit an asset?

1.       Click on the Building menu item on the left and then click on Assets tile to view the list of assets.
2.       By default, the list shows assets in all categories. You can click on the category filter at the top left to view and select the available categories.
3.       The assets list is sortable by asset name, location and serial number.
4.       You can also search for an asset by typing item name, location or serial number.
5.       Click on an asset row to view asset details.
6.       Press the Edit button at the top to start editing your asset details.
7.       After you are done editing, press Save to finish.

1.1.4       How to delete an asset?

1.       Click on the Building menu item on the left and then click on Assets tile to view the list of assets.
2.       Find your respective asset in the assets list. See How to search and edit an asset for details.
3.       Tick the checkbox on the left of the asset row you wish to delete.
4.       A Trash button will appear at the top next to the Categories filter button.
5.       Click this button to delete the asset.
6.       Note: there is no confirmation dialog when deleting the asset. Please make sure you do not delete an asset accidentally.