Assets A40-ANKU
CreditsNone
Overview
  • Overview
  • Resources
Description

Create Customer Assets E0116-AN00 topics covered: 

  • Assets and Maintenance Planner
  • Maintenance pre-builds
  • Service levels
  • Failure Points and Recommendations
  • Create asset types
  • Create individual assets.

 

Creating Assets From Catalogue E0117-AN00 topics covered: 

  • Catalogue items and customer assets
  • Managing Assets as inventory items
  • Create an asset catalogue item
  • Create an asset from a job
  • Create an asset from a receipt.

 

Import and Export Assets E0183-ANKU topics covered:

  • Importing Assets
  • Preparing the import
  • Import Assets
  • Export Assets

 

Maintenance Planner Workflows E0119-AN00 topics covered:

  • Different workflows available for asset maintenance
  • Notify customers about upcoming maintenance work
  • Create quotes and jobs using the Maintenance Planner
  • Record test results in Connect
  • View failed assets
  • Create Rectification Quote
  • Invoice Maintenance Jobs
Modules
Create Customer Assets E0116-AN00
Content Types:
This material will help you understand how to setup and create assets. Additionally, if you are maintenance planner user, this materials will show you how to setup service levels and failure points.
Creating Assets From Catalogue E0117-AN00
Content Types:
This material will help you understand how to create a catalogue item to sell to your customers and then convert it into an assets that can be tested and maintained.
Import and Export Assets E0183-ANKU
Content Types:
This material will help you understand how to prepare and import and export assets in simPRO.
Maintenance Planner Workflows E0119-AN00
Content Types:
This material will help you to create quotes and jobs and complete an asset testing workflow using maintenance planner.