Getting Started Guide – Assets

Getting Started Guide – Assets


Getting Started Guide – Assets – 

 Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices. 







Setup

Checklists

  1. Creating a New Work Order 

  2. Modifying an Existing Work Order 

  3. Work Order History General Navigation 

  4. Work Order History General Navigation 

  5. Viewing the Work Order History for a Specific Asset 

Apparatus List

  1. General Navigation 

  2. Adding a New Apparatus 

  3. Editing an Apparatus 

  4. Permanently Archiving Apparatus 

  5. Bulk Archiving Apparatus 

  6. Deleting an Apparatus 

  7. Adding Fluid to an Apparatus 

  8. Asset Log Book 

  9. Swapping Equipment When An Apparatus is Placed Out of Service 

Apparatus Checks

Equipment

Equipment Checks

Station List

Station Checks 

Kit List

Kit Checks

Inventory

Dashboard

System Log

Tips and Best Practices

  1. Remember that checklists for Apparatus, Equipment, Kits, and Stations are accomplished within Assets/Setup/Check List.   

    1. Apparatus and Equipment checks only have the option to create "Field Update" questions (i.e., Engine Hours, PTO Hours, Mileage, Aerial Hours, and Pump Hours, etc.) 
  1. List vs. Checks view 

    1. The Checks view is PRE-filtered by group of the selected list (i.e., Apparatus, Equipment, Kit, or Station) on the left.   
    2. The List view is everything within that selected list, UN-filtered, giving you the option to drill-down with the advanced search features. 
  2. Bulk Checks are only available for Equipment.  The Bulk Check function is enabled upon creation or editing of said Checklist. 

  3. The Copy action can be a very useful time saver when creating your checklists. 


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