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Understanding Your Dashboard

What is the main platform?

On the screen you will see the “Dashboard”.

  • Add Asset - user will input the details about the asset, financial information and files.
  • Manage Dashboard - user can manage the dashboard. User can edit the things that  wants to show on the dashboard.
  • Total Assets - user can check the total number of assets.
  • Total Users - user can check the total number of users.
  • Total Audited Assets - user can check the audited assets
  • Total Employees - user can check the tally of the employees
  • Asset by Suppliers - user can check the tally of the suppliers
  • Calendar - users can check the schedule of the subscription including the date that it’s started and the date it will expire.
  • Asset by Status - user can check the status.
  • Asset by Category - user can check the asset category.
  • Asset Category by Location - user can check the asset category by location.

What are the helping tools?

On the left side corner a helping tool will guide you.

  • Dashboard - this is where the summary of the user's account.
  • My assets - this is where a user can check or edit the asset.
  • Asset Management - this is where the user can check the asset.

What is “Inventory”?

  • This is where the user can check, add, edit or delete an inventory.

How can I Add New Inventory?

  • By selecting “Add New Inventory”
  • Description - user should input the description of the inventory details of the asset.
  • Inventory Name - user should input the inventory name of the asset.
  • Price for Add Stock - user should input the price for add stock of the asset.
  • Inventory Category - user should input the inventory category
  • Price for Remove Stock - user should input the price for the removed stock of the asset.
  • Supplier - user should input the supplier of the asset.
  • Product Model Number - user should input the product model number of the asset.
  • Initial Stock Quantity - user should input the initial stock quantity.
  • Location - user should input the location.
  • Low Stock Threshold - user should input the low stock threshold.
  • Inventory Identification Number - user should input the inventory identification number.
  • Barcode - user should input the barcode.
  • Serial Number - user should input the serial number.
  • Unique ID -  user should input the unique ID.
  • Inventory Files -

How to Edit or Delete an Inventory?

  • The user can edit the inventory ID by clicking the pen sign.
  • While the user can also delete the inventory ID by clicking the trash sign.

Then, click Add to save the details or Delete to remove inventory ID.

Then, click Add to save the details.

What is the Location? (This is just the same with the setting up Locations) This is where the user can check and add a location or a sub-location.

What is “User Management”?

  • The tool where the user can check and add contacts, employees or another user.

What is Contact?

  • Under the user management tool, the user can check or add contact.
  • Actions - user can select actions if he/she wants to export pdf, import new employee and setup columns.

Add New Contact - this is the part where the user filled out the form to add new contacts.

  • Contact Name - input user new contact.
  • Title - input the post of the new contact.
  • Email Address - input the email address of the new contact.
  • Phone Number -  input the phone number of the new contact.
  • Choose Company - input the company name of the new contact.
  • Facebook - share the social media page of the new contact.
  • Twitter -share the social media page of the new contact.
  • Choose Tags - input the tags of the new contact.

Then, click Add to save the details.

What is the Employees tool?

  • On this tab, the user can check, edit, delete or add new employees.
  • Actions - user can select actions if he/she wants to export pdf, import new employee and setup columns.
  • Filter - user can filter the employees tool by checking the employee ID or Name or Email, Job Title or Company or Department.

What is Add New Employee?

  • This is the part where the user filled out the form to add a new employee.
  • Name -  user input the new employee name.
  • Employee ID -  user input the employee ID.
  • Job Title -  user input the job title.
  • Email - user input the email address of the employee.
  • Location -  user input the location of the employee
  • Company -  user input the company name of the employee
  • Department -  user input the department of the employee

Then, click Add to save the details.

How to Edit or Delete an Employee ID?

  • The user can edit the team name by clicking the pen sign.
  • While the user can also delete the team name by clicking the trash sign.

Then, click Add to save the details or Delete to remove employee ID.

What is the Team tab?

  • On this tab, the user can check, edit, delete or add new teams.
  • The user can edit the team name by clicking the pen sign.
  • While the user can also delete the team name by clicking the trash sign.
  • Actions - user can select actions if he/she wants to export pdf, import new employee and setup columns.
  • Filter - user can filter the employees tool by checking the employee ID or Name or Email, Job Title or Company or Department.

How to Add New Team?

  • This is the part where the user filled out a form to add a new team.
  • Name - user input the team name.
  • Description - user input the description of the new team.
  • Members - user input the member of the team.
  • Working Hours - user input the working hours of the team.

Then, click Add to save the details.

How to Edit or Delete the Team Name?

  • The user can edit the team name by clicking the pen sign.
  • While the user can also delete the team name by clicking the trash sign.

Then, click Add to save the details or Delete to remove the team name.

What is the User tab?

  • On this tab, the user can check, edit, delete or add another user.
  • Actions - user can select actions if he/she wants to export pdf, import new employee or setup columns.
  • Filter - user can filter the other user by checking the First Name, Last Name, Job Title, Email, Role or Status.

How to Add New User?

  • This is the part where the user fills out a form to add another user and decide which parts of your account you want to be accessible to this user by assigning your user to a permission.
  • Role -  user input the role of the new user. The user can also Manage the role.
  • First Name -  user input the user first name.
  • Last Name -  user input the last name.
  • Job Title -  user input the job title of the other user.
  • Company -  user input the company of the other user.
  • Department -  user input the department of the other user.
  • Email - user input the email of the other user.
  • Timezone - user input the timezone of the other user.
  • Date Format - user input the date format of the other user.
  • Phone Number - user input the phone number of the other user.
  • User Photo - user can upload a photo of the other user.

Then, click Add to save the details.

How to Edit and Delete User?

  • The user can edit the user name by clicking the pen sign.
  • While the user can also delete the user name by clicking the trash sign.

Then, click Add to save the details or Delete to remove the first name.

What is the tool?

  • This is the default tool where the user can check the status of his/her assets.

What is the Asset Status tab?

  • This is the part where the user can check or search the status of his/her asset.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

What is Audit Status?

  • This is the part where the user can check or search the status of his/her audit.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

What is an Automated Report?

  • Can help you to set up a schedule to send a report automatically. You can add an automated report from the report you choose via the action button.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report

What is Category and Manufacturer?

  • The user can check or search the category and the manufacturer of his/her asset.
  • Actions - user can select actions if he/she wants to export pdf, export pdf or automated report.

What is the Custom Report tool?

  • Custom report has one tab called New Custom Report.

What is the New Custom Report tab?

  • This is the tab where the user can customize a report.
  • Actions - user can select actions if he/she wants to export pdf, export excel, automated report, edit report or delete report.
  • Setup Columns - the user can select the fields he/she wants to show.
  • Order Table Columns - the user can drag and drop to rearrange the columns order.

Then, click Save.

While Save Report has two options, the Save and the Save As

  • Save - the user can save the report directly
  • Save as - while the save us, the user can put a report name and can save the report to another user.

What is Departments tools?

  • This is where the user can check or search the department that he/she created.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

What is an Employee tool?

  • This is where the user can check or search the employee that he/she added.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

What is the History Reports tool?

  • This is the default tool where the user can check the status of his/her report.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

What is Maintenance tool?

  • This is where the user can check or search the maintenance of his/her asset.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

What is the QR Codes tool?

  • This is where the user can check or search the QR code.
  • Actions - user can select actions if he/she wants to export pdf, export excel or automated report.

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