Page Comparison

When managing assets, you have the ability to use filters on the assets list to quickly find the assets you are interested in the most.

• Include Deactivated Assets. Select the checkbox to display both active and deactivated assets. The tag IDs of deactivated assets will appear highlighted in red.
  
  

• Show Deactivated Assets Only. Select the checkbox if you need to view only deactivated assets on the list.

• Show Only Refrigerant. When the checkbox is selected, you get a list of assets belonging to the refrigerant type. These are assets with the Refrigeration and HVAC primary trades. You can quickly recognize refrigerant and HVAC assets by a thermometer icon next to the asset tag ID. Read more about Refrigeration and HVAC Assets.
  
  When your refrigerant or HVAC asset has an open leak record, you will see a warning icon.
  
  

• Show Assets With Circuits. Allows you to view assets that have circuits. If you have, for example, refrigerators, electric pallet jacks, air conditioners, or scissor lifts, they will all appear among your search results once you select the checkbox. Parent assets that already have circuits or components added to the Asset Manager database have a blocks icon next to the asset tag ID.
  
  

• Show Assets With Components. Shows assets that consist of various smaller parts. In other words, the filter retrieves parent assets that have children assets.

• Is Component. Displays assets serving as parts that make up the equipment.

• Has Asset Tag. Lists assets that have asset tags loaded to the system. The asset tag appears under the tag ID.
  

  Tip
  You can associate an Asset Tag with an asset when creating or editing an asset or by using the Excel template for asset tags in the Imported Assets section.

  
  

• Asset Status: You can find assets that are currently in any of the following statuses. Read more about Asset Repair Statuses.

  • In Use. The asset is up and running. The default status of all assets.
  • Out For Repair. The provider cannot fix the faulty asset on-site and takes it out for repair.
  • Repaired: The asset has been repaired and is waiting to be returned into service.
  • Replacement Recommended: The provider recommends that you replace the malfunctioning asset with another one.
    

• Asset Type. You can select an asset type from the drop-down list to view assets of a particular type only. Multiple asset types can be picked as well.

• Locations. Allows you to find assets by location ID or address details. You can filter assets by:

• City

• Country

• District

• Location ID

• Location Name

• Region

• State/Province

• Trade. You can quickly find the desired assets by the trade assigned to their asset type. 

• Condition. Permits you to get a list of assets based on the asset state: Broken, Poor, Average, Good, or Excellent. Multiple states can be picked as well.

Applying Filters

Using filters is the best way to weed out assets you don’t need to view right now, leaving only those you want to view or take action on.

The page updates showing you the assets that match the specified criteria.

Clearing Filters

When you no longer need the filters you applied earlier, you can easily remove them.

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Saving a Filter Set

Filters can be saved and used at a later time. It saves you time and effort in case you need to filter assets by the same parameters more than once.

The new filter set is created and appears in the My Saved Filters drop-down list.