Filtering Assets

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.
  

  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. This is 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

• Location Note. Use this filter when you need to find assets by location notes, for example, by brand or facility manager. Start with selecting the required location note header (LNH) from the Location Note drop-down list. Then, type the location note value in the field below. You can enter as many values as required. Once you apply this filter, the page will show you the assets belonging to the locations that have the selected location notes.

  

  • The Location Note drop-down list contains only publicly available location note headers — those that have the search type set to either Exact or Contains. LNHs marked as Private or non-searchable (None) do not appear in the Location Note filter.
  • As you type the location note value, take into account the search type (Exact Search or Contains) specified in parentheses.
  • When you pick multiple different location note headers, the system will search for the assets that match all of the selected LNHs.
• 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.

• Warranty Status. You can get a list of assets that are still under warranty, have no warranty, or have an expired warranty.
  
• Asset Brand. When assets are added into the module, it includes the option of indicating the brand type. The Brand Filters allows for searching of assets based by band. You can select multiple brands to insert on the filter.
   

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.

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.

Exporting Assets

Depending on how the assets types were setup, Standard or Custom (All) attributes, the assets can be exported using the same criteria. This is in connection when an Asset Type is created and added, the selection between Standard and Custom (All) is tied into the exporting of assets.