Caction

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Version 1.0
Created: 11 July 2024
Updated: 11 July 2024

Asset Dashboard

Asset Dashboard provides an overview of all assets, categorized into different statuses such as Under Warranty, Warranty Expired, Active, and Inactive. It allows users to filter, sort, and view details of each asset, including company name, asset number, warranty dates, and serial number, helping to efficiently manage and track assets.

Navigate to the section by clicking it.

  1. At the desktop site navigation bar, go to Business Management > Dashboard > Asset.
    Open Asset Dashboard Here: https://system.caction.com/dashboard/asset

    Asset Dashboard Step 1


    Dashboard Selection

  2. Click “Asset Dashboard” to access another dashboard.

    Asset Dashboard Step 2

  3. Click on the dashboard that you want to access.

    Asset Dashboard Step 3


    Add New Asset

  4. Click “New Asset” to add a new asset.

    Asset Dashboard Step 4


    Refresh

  5. Click on the “Refresh” icon to get the latest information on assets.

    Asset Dashboard Step 5


    Customise Asset Card

  6. Click on the “Settings” icon to customise the asset card.

    Asset Dashboard Step 6

  7. Click “+ Add Field”.

    Asset Dashboard Step 7

  8. Select the field you want to display in the dashboard.

    Asset Dashboard Step 8

  9. Click on the “Done” button.

    Asset Dashboard Step 9

  10. Click on the asset category that you want to show custom fields in the dashboard.

    Asset Dashboard Step 10

  11. Click “+ Add Field”.

    Asset Dashboard Step 11

  12. Select the custom field you want to display in the dashboard.

    Asset Dashboard Step 12

  13. Click on the “Done” button.

    Asset Dashboard Step 13

  14. Click on the “three dots” icon.

    Asset Dashboard Step 14

  15. Select the width size for the dashboard column and the field name’s display type.

    Asset Dashboard Step 15

  16. Click on the “Save” button.

    Asset Dashboard Step 16

  17. The asset dashboard with the asset card customization will be shown as below.

    Asset Dashboard Step 17


    Sort By

  18. Click on the “Last Update D…” to change the sort by.

    Asset Dashboard Step 18

  19. Click on the expand button beside “Last Update Date”.

    Asset Dashboard Step 19

  20. Choose the condition to sort the asset.

    Asset Dashboard Step 20

  21. Click on the expand button beside “Direction”.

    Asset Dashboard Step 21

  22. Choose ascending or descending to sort.

    Asset Dashboard Step 22

  23. The result will be shown as below.

    Asset Dashboard Step 23


    Filter

  24. Click “+ Add Filter” to filter the asset.

    Asset Dashboard Step 24

  25. Click on the filter variable you want. For example, click “Asset Serial No”

    Asset Dashboard Step 25

  26. Click on the operator you want to apply. For example, click “Contains”.

    Asset Dashboard Step 26

  27. Enter the filter value you want to apply.

    Asset Dashboard Step 27

  28. Press “Enter” to apply the filter.

    Asset Dashboard Step 28

  29. The filter applied will be shown in the filter bubble and the result will be shown as below.

    Asset Dashboard Step 29


    Favourite Filter

  30. Click “Favourite Filter” if you want to save the filter.

    Asset Dashboard Step 30

  31. Click “+ Add” to add a favourite filter.

    Asset Dashboard Step 31

  32. Enter the name of the favourite filter.

    Asset Dashboard Step 32

  33. Click “Save” to save the favourite filter.

    Asset Dashboard Step 33

  34. You can now apply the filter everytime when you enter this page.

    Asset Dashboard Step 34


    Default Filter

  35. Click “Favourite Filter” if you want to set default filter.

    Asset Dashboard Step 35

  36. Click “Default Filter”.

    Asset Dashboard Step 36

  37. Select the filter you want to set as default filter.

    Asset Dashboard Step 37

  38. The default filter has been saved successfully and the filter will be applied automatically when you enter this page.

    Asset Dashboard Step 38


    Clear Filter

  39. Click “Clear All” if you want to clear all the filter applied.

    Asset Dashboard Step 39

  40. The filter applied has been cleared successfully.

    Asset Dashboard Step 40




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