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The timeline

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Reading the timeline

Every asset, subscription, person and location has a timeline: its whole history in one list, newest first.

  1. The icon shows the kind of entry: a purchase, an assignment, a repair, a note.
  2. The entry says what happened. Click it to open it.
  3. The avatar and date show who recorded it and when.

Managing Assets

Open an asset and press Actions. Everything you can do to the asset is in this one menu, and whatever you do is written to its timeline.

Assets › an asset › Actions

More about managing assets

The actions menu on an asset, with To-do, Event and Quick Note tiles above the Assignments and Lifecycle sections

Assign the asset

Give the asset to a person or place it at a location. The timeline keeps every assignment, so you can always see who had it and when. Add a return date to make it a loan.

Actions › Assignments › Person

More about assignments and loans

The actions menu with Person highlighted under Assignments

Log what happens

Record a repair, a service or an accident as an event. For anything else, add a Quick Note.

Actions › Event

More about the actions button

The actions menu with the Event tile highlighted between To-do and Quick Note

Follow up with a to-do

Does the asset need further attention? Add a to-do with a due date and someone to do it. It goes on the timeline with everything else.

Actions › To-do

More about to-dos

The actions menu with the To-do tile highlighted

Add the detail later

Click any entry to edit it, add a comment or attach a file, such as the invoice for a repair.

More about the asset timeline

A timeline with the newest entry, a Quick Note, highlighted

Create your own events

AssetCenter comes with events such as Maintenance, Repair and Accidental Damage. Add your own, each with its own icon, colour and fields, such as an odometer reading on an oil change.

+ › Events › Add Event

More about asset events

The + menu with Events highlighted under Setup

People and locations have their own events too. See person events and location events.