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Version 1.0
Created: 18 June 2024
Updated: 18 June 2024

How to Add New Asset?

*Note: In your system, Asset may have been renamed to others (i.e Lift/Esc, Machine, Equipment, Printer, Aircond, etc.)

Navigate to the section by clicking it.

• From Asset List
  
• From Job Creation Page
  
• From Customer Creation Page
  
  
  

From Asset List

• Using Desktop
• Using Mobile

Using Desktop

1. Go to desktop site “Main Navigation” > “Business Management” > “Asset List”.
   Add New Asset here: https://system.caction.com/asset-list
   

   

   
   

2. Click the “+ Add Asset” button.
   *Note: If you do not see a “+ Add Asset” button, you may need to request permission or help from your Admin to register new Asset.
   

   

   
   

3. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

   Term	Definition
   Category	Indicates the type of asset
   Status	Indicates Current status of the asset
   Warranty Start Date	The date when the warranty period for the asset begins
   Warranty End Date	The date when the warranty period for the asset ends
   Serial No*	Unique code assigned to the asset by the manufacturer
   Model	Specific model code of the asset

   *Note: Fields marked with an asterisk ( * ) are required.
   

   

   
   

4. Click the save icon.

   

   
   

5. Click “OK” to confirm your save.

   

   
   

6. Your Asset is successfully saved when the “Successfully Saved” prompt appears.

   

   
   

7. You will then be directed to the new Asset Details page.

   

   
   
   

Using Mobile

1. At the mobile app’s navigation bar, go to “Dashboard”.
   

   

   
   

2. Click the “Asset”.
   *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Job.
   

   

   
   

3. Click the “+” button to add new asset.

   

   
   

4. Select the asset category.

   

   
   

5. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

   Term	Definition
   Category	Indicates the type of asset
   Status	Indicates Current status of the asset
   Warranty Start Date	The date when the warranty period for the asset begins
   Warranty End Date	The date when the warranty period for the asset ends
   Serial No*	Unique code assigned to the asset by the manufacturer
   Model	Specific model code of the asset

   *Note: Fields marked with an asterisk ( * ) are required.
   

   

   
   

6. Click the “tick” icon.

   

   
   

7. The new asset is saved successfully when this prompt appears.

   

   
   
   

From Job Creation Page

• Using Desktop
• Using Mobile

Using Desktop

1. Go to desktop site “Main Navigation” > “Business Management” > “Schedule” > “Job Schedule”.
   Open Job Schedule Page here: https://system.caction.com/activity/scheduler
   

   

   
   

2. Click the “+” button to create new Job.
   *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Job.
   

   

   
   

3. Select the Job Category.

   

   
   

4. Click on the “SAVE” button.

   

   
   

5. Click the “+” button.

   

   
   

6. Click “+ Add Asset” to add new asset.

   

   
   

7. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

   Term	Definition
   Category	Indicates the type of asset
   Status	Indicates Current status of the asset
   Warranty Start Date	The date when the warranty period for the asset begins
   Warranty End Date	The date when the warranty period for the asset ends
   Serial No*	Unique code assigned to the asset by the manufacturer
   Model	Specific model code of the asset

   *Note: Fields marked with an asterisk ( * ) are required.
   

   

   
   

8. Click on the “Save” button.

   

   
   

9. Click “OK” to confirm your save and your asset is successfully saved. You may continue with creating new Job.

   

Using Mobile

1. At the mobile app’s navigation bar, go to “Schedule”.
   

   

   
   

2. Click the “+” button to create new Job.
   *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Job.
   

   

   
   

3. Select the Job Category.

   

   
   

4. Click the “+” button for asset.

   

   
   

5. Click the “+” button.

   

   
   

6. Select the asset category.

   

   
   

7. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

   Term	Definition
   Category	Indicates the type of asset
   Status	Indicates Current status of the asset
   Warranty Start Date	The date when the warranty period for the asset begins
   Warranty End Date	The date when the warranty period for the asset ends
   Serial No*	Unique code assigned to the asset by the manufacturer
   Model	Specific model code of the asset

   *Note: Fields marked with an asterisk ( * ) are required.
   

   

   
   

8. Click the “tick” icon.

   

   
   

9. The new asset is saved successfully when this prompt appears. You may continue with creating new Job.

   

   
   
   

From Asset List

• Using Desktop
• Using Mobile

Using Desktop

1. Go to desktop site “Main Navigation” > “Business Management” > “Customer List”.
   Open Customer List Page here: https://system.caction.com/customers
   

   

   
   

2. Click the “+” button to create new Customer.
   *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Customer.
   

   

   
   

3. Click “Asset”.

   

   
   

4. Click “+ Add Asset” to add new asset.

   

   
   

5. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

   Term	Definition
   Category	Indicates the type of asset
   Status	Indicates Current status of the asset
   Warranty Start Date	The date when the warranty period for the asset begins
   Warranty End Date	The date when the warranty period for the asset ends
   Serial No*	Unique code assigned to the asset by the manufacturer
   Model	Specific model code of the asset

   *Note: Fields marked with an asterisk ( * ) are required.
   

   

   
   

6. Click on the “Save” button.

   

   
   

7. Click “OK” to confirm your save.

   

   
   

8. Your Asset is successfully saved when the “Successfully Saved” prompt appears. You may continue with creating new Customer.

   

   
   
   

Using Mobile

1. At the mobile app’s navigation bar, go to “Dashboard”.
   

   

   
   

2. Click the “Customer”.
   *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new Job.
   

   

   
   

3. Click on the “+” button to add new customer.

   

   
   

4. Click the “+” button for asset.

   

   
   

5. Click the “+” button.

   

   
   

6. Select the asset category.

   

   
   

7. Fill out the details of the new Asset. Available fields may differ depending on your company’s system setup.

   Term	Definition
   Category	Indicates the type of asset
   Status	Indicates Current status of the asset
   Warranty Start Date	The date when the warranty period for the asset begins
   Warranty End Date	The date when the warranty period for the asset ends
   Serial No*	Unique code assigned to the asset by the manufacturer
   Model	Specific model code of the asset

   *Note: Fields marked with an asterisk ( * ) are required.
   

   

   
   

8. Click the “tick” icon.

   

   
   

9. The new asset is saved successfully when this prompt appears. You may continue with creating new Customer.

   

   
   
   
   

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