Category Archives: d. Setting Up and Editing Assets

Detailed instructions on managing Assets in ML Work Orders

A. Vendors and Asset Overview

The ML Work Orders™ Asset module lets you track fixed and mobile assets and the vendors that you use to install or maintain them. You can track anything from a school’s boiler to a classroom teacher station including important documentation, warranty information, and any recurring preventative maintenance tasks needed to keep your facility running smoothly. Additionally, work order can be linked to your assets allowing you to see the full maintenance record of your district resources.

To learn how to configure ML Work Orders™ to manage your vendors and assets, please see the following sections.

c. Manage Asset Types

Manage Asset Types
  1. Select Assets from the Admin drop-down menu then select Manage Asset Types. 
Right click and select open in new tab to view full size

2. Select the Plus Sign button from the Manage Asset Types screen.

Right click and select open in new tab to view full size

3. Enter the name of the Asset Type.

4. Select the Save button.

Examples

Athletics
Computer Technology
Electrical
Grounds
HVAC
Life Safety
Pest Control
Plumbing
Roofing
Vehicles

d. Manage Assets

Manage Assets
  1. Select Assets from the Admin drop-down menu then select Manage Assets. 
Right click and select open in new tab to view full size

2. Select the Plus Sign button from the Manage Assets screen.

Right click and select open in new tab to view full size

3. Select the building and space in which the Asset is located from the drop-down menus.

4. Select the Asset Type from the drop-down menu.

5. Enter all of the information related to the Asset in the given fields and upload an image of the Asset.

6. Enter a description or any other notes related to the Asset.

7. Select the Save button.

e. Upload Related Files to an Asset

Upload Related Files to an Asset
  1. Select Assets from the Admin drop-down menu then select Manage Assets.
  2. Select the Asset link from the Manage Assets screen.
Right click and select open in new tab to view full size

3. Select the upload button to attach files to the Asset

Right click and select open in new tab to view full size

4. You will be able to attach any important documents related to the Asset such as operation manuals and warranties.

Right click and select open in new tab to view full size

 

f. View Asset’s Work Order History

View Asset’s Work Order History

1. Select Assets from the Admin drop-down menu then select Manage Assets.

2. Select the Asset link from the Manage Assets screen.

Right click and select open in new tab to view full size

3. Select the arrow icon to view all work orders associated with that Asset.

Right click and select open in new tab to view full size

4. All work orders related to that Asset will be displayed. Select an individual work order to view the full details

Right click and select open in new tab to view full size

 

g. View All PMs Related to an Asset

View All PMs Related to an Asset

1. Select Assets from the Admin drop-down menu then select Manage Assets.

2. Select the Asset link from the Manage Assets screen.

Right click and select open in new tab to view full size

3. Select the arrow icon in the PMs section to view all work orders associated with that Asset.

Right click and select open in new tab to view full size

4. All PMs related to that Asset will be displayed.

5. Select the PM link to view more details.

Right click and select open in new tab to view full size
Right click and select open in new tab to view full size

Search for an Asset

ML Work Orders™ software allows users to search for a specific asset, based on different criteria. Users can search by Name, Serial Number, PO Number, or Model.

Note: You can use the Manage Assets page to search for assets in a broader view, using the filter sets available. However, the “Search Assets” described below can be used if you know specifics about the asset you are looking for.

To use this feature you will want to take the following steps:

1. Once logged into ML Work Orders™ software select Admin > Assets > Search Assets.

2. The Search Assets screen will be displayed, where you can enter free form text and choose to search by Name, Serial Number, PO Number, or Model.

3. Once you have entered your information, click the Search button. This will display the asset or assets that fall within your search criteria.