Asset Management | SALUS Step-by-Step

Introduction

This tutorial will guide you through the asset management features of SALUS Desktop. You will learn how to set up customizable asset types, create profiles for your assets, and manage maintenance requirements effectively. By the end of this guide, you'll be able to streamline your asset management workflows and ensure regular inspections and maintenance.

Step 1: Create Asset Types

To start managing your assets, you need to define the types of assets you will be tracking.

1. Open the main menu and click on Assets.
2. Navigate to the Types tab.
3. Click on Add Type.
4. Enter a name for the asset category (e.g., Bob Cat, Excavator, Truck).
5. Click Create to add the asset type to the list.

Step 2: Create Asset Profiles

With asset types established, you can now create profiles for individual assets.

1. Go to the Active tab under Assets.
2. Click on New Asset.
3. Fill in the details for your asset in the dialog box.
   • Include as much information as possible for better tracking.
4. Click Create to save the asset profile.
5. You can view and edit the asset profile whenever needed.

Step 3: Flag Forms for Asset Inspection and Maintenance

Link relevant forms to your assets to facilitate inspections and maintenance.

1. From the main menu, click on Forms.
2. Navigate to the Library tab.
3. Search for the forms related to your assets.
4. Click into the desired form.
5. In the requirements section, check the box labeled Asset Required.
6. Click Save to link the form to your assets.

This ensures that when a worker fills out the form in SALUS Mobile, they will need to select the corresponding asset.

Step 4: Track Maintenance Requirements

Managing maintenance is crucial for asset longevity. Here’s how to track it.

1. Open the asset profile and go to the Maintenance tab.
2. Click on Add Maintenance Case.
3. Fill in the required details in the dialog box.
4. Click Create to log the maintenance case.

Setting Up Maintenance Reminders

You can set reminders for scheduled maintenance.

1. Navigate to the Reminders tab for an asset.
2. Click on New Reminder.
3. Use the fields to specify the reminder conditions.
4. Click Create to save the reminder.

When the reminder is triggered, it will automatically create a maintenance case in the asset’s maintenance tab.

Conclusion

You have now set up your asset management system in SALUS. By creating asset types and profiles, linking relevant forms, and tracking maintenance requirements, you can effectively manage your assets. This streamlined approach not only prepares you for audits but also ensures that your assets are well-maintained and inspected regularly. Consider exploring further features of SALUS to enhance your asset management capabilities.