Overview

The Assets Module in Titan Maintenance enables management users to track asset performance, manage warranties, and gain analytical insights. Assets can be uploaded and managed individually or in bulk using a spreadsheet, creation wizard, or API integration.

This guide covers:

• Asset Configuration Requirements
• Managing Assets
• Asset Operations & Bulk Uploads

Asset Configuration Requirements

Before creating or updating assets, ensure the following configurations are in place.

Asset Matrix Pre-configuration

Open the System menu and select Matrices. Then, click the Asset tab to set up the Asset structure. 

Manufacturer List Setup

Manufacturers must be predefined and linked to suppliers under Manage > Companies.

Model List Setup

Models must be linked to the appropriate Asset Matrix before creation under Manage > Model Summary.

Mapping to Repair Matrix

Ensuring asset-repair linkage by mapping reactive matrices to the applicable asset matrices. 

Navigate to System > Matrices > Reactive

Then, use the Action button to select Map to Asset Matrix. 

Managing Assets

The platform provides various options for managing assets efficiently.

To review Assets, open the Manage menu and select Asset Summary.

Viewing and Editing Assets

From the Asset Summary, click the Asset Tag No to open the Asset Details, or click the lightning bolt Actions icon to:

• Create child assets
• Edit asset details
• Move assets
• View asset history

  

Browse through the top tabs on the asset page to review Details, Statistics, Notes, Documents, History, Templates, and Tasks. 

Click Actions to use one of the following options:

• Add Note
• Edit
• Write Off
• Move
• Create Child
• Create Task

Asset Operations & Bulk Uploads

Performing Bulk Uploads

Download the Excel template from the Operations Button on the Asset Summary Page.

Update asset details in the spreadsheet.

Save the file and upload it back into the system using the Upload option.

Additional Operations

Use the Operations Button for more actions such as:

• Exporting asset data
• Uploading changes

Conclusion

The Assets Module in the Urgent Platform provides powerful tools for managing assets efficiently. By ensuring proper configurations and leveraging bulk upload capabilities, users can streamline asset tracking and maintenance.

For further assistance, contact Technical Support.