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Configuration

This guide walks through each screen in the Configuration menu of the Fixed Assets module: Classes & Fields, Status Workflow, Numbering, Org Structure, Lifecycle Settings, Commissioning Templates, Finance Settings, Roles & Field Security, QR Portal & Labels, Features & Licensing, Calendar & Units, Webhooks & API Keys, Event Outbox.

Classes & Fields

Where to find itFixed Assets → Configuration → Master Data → Classes & Fields

Classes & Fields in the Fixed Assets module.

How to use Classes & Fields

  1. 1
    Open Classes & Fields

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Classes & Fields under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: EQP Equipment 0 assets, CMP Compressor 2 assets, GEN Generator 3 assets, HCR Healthcare 0 assets, HCR-DEF Defibrillator 0 assets, HCR-MON Patient monitor 0 assets, HCR-VNT Ventilator 0 assets, PMP Pump 6 assets, PUMP Pump 0 assets, COMP Compressor 0 assets.

Full Classes & Fields guide →

Status Workflow

Where to find itFixed Assets → Configuration → Master Data → Status Workflow

Status Workflow in the Fixed Assets module.

How to use Status Workflow

  1. 1
    Open Status Workflow

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Status Workflow under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: Planned PLANNED initial, Delete, Commissioning COMMISSIONING, Operational OPERATIONAL, Breakdown BREAKDOWN, Quarantined QUARANTINED, Decommissioned DECOMMISSIONED, Disposed DISPOSED terminal, Lost LOST terminal, Stolen STOLEN terminal.

Full Status Workflow guide →

Numbering

Where to find itFixed Assets → Configuration → Master Data → Numbering

Numbering in the Fixed Assets module.

How to use Numbering

  1. 1
    Open Numbering

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Numbering under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: Save template, Delete, Make default.

Full Numbering guide →

Org Structure

Where to find itFixed Assets → Configuration → Master Data → Org Structure

Org Structure in the Fixed Assets module.

How to use Org Structure

  1. 1
    Open Org Structure

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Org Structure under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: Load standard setup, Load starter data (Kenya demo), GROUP KEGRP Kenya Holdings Group, Delete, GROUP XGRP Xetuu Group, COUNTRY KE Kenya · KE, COMPANY KECO Kenya Co · KE, SITE NRB Nairobi Plant · KE, SITE KSM Kisumu Warehouse · KE, SITE MSA Mombasa Depot · KE.

Full Org Structure guide →

Lifecycle Settings

Where to find itFixed Assets → Configuration → Master Data → Lifecycle Settings

Lifecycle Settings in the Fixed Assets module.

How to use Lifecycle Settings

  1. 1
    Open Lifecycle Settings

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Lifecycle Settings under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: Save settings.

Full Lifecycle Settings guide →

Commissioning Templates

Where to find itFixed Assets → Configuration → Master Data → Commissioning Templates

Commissioning Templates in the Fixed Assets module.

How to use Commissioning Templates

  1. 1
    Open Commissioning Templates

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Commissioning Templates under Master Data.

  2. 2
    Review the list

    The list shows these columns: Template, Class, Checks, Tests, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New template.

Full Commissioning Templates guide →

Finance Settings

Where to find itFixed Assets → Configuration → Master Data → Finance Settings

Finance Settings in the Fixed Assets module.

How to use Finance Settings

  1. 1
    Open Finance Settings

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Finance Settings under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: Save settings.

Full Finance Settings guide →

Roles & Field Security

Where to find itFixed Assets → Configuration → Security → Roles & Field Security

Roles & Field Security in the Fixed Assets module.

How to use Roles & Field Security

  1. 1
    Open Roles & Field Security

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Roles & Field Security under Security.

  2. 2
    Use the available actions

    Buttons available on this screen: Install / refresh roles, Grant, Save.

Full Roles & Field Security guide →

QR Portal & Labels

Where to find itFixed Assets → Configuration → Security → QR Portal & Labels

QR Portal & Labels in the Fixed Assets module.

How to use QR Portal & Labels

  1. 1
    Open QR Portal & Labels

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose QR Portal & Labels under Security.

  2. 2
    Use the available actions

    Buttons available on this screen: Save, Print labels (up to 200).

Full QR Portal & Labels guide →

Features & Licensing

Where to find itFixed Assets → Configuration → Platform → Features & Licensing

Features & Licensing in the Fixed Assets module.

How to use Features & Licensing

  1. 1
    Open Features & Licensing

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Features & Licensing under Platform.

  2. 2
    Use the available actions

    Buttons available on this screen: Save.

Full Features & Licensing guide →

Calendar & Units

Where to find itFixed Assets → Configuration → Platform → Calendar & Units

Calendar & Units in the Fixed Assets module.

How to use Calendar & Units

  1. 1
    Open Calendar & Units

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Calendar & Units under Platform.

  2. 2
    Use the available actions

    Buttons available on this screen: Save calendar, Sun, Mon, Tue, Wed, Thu, Fri, Sat, Add holiday.

Full Calendar & Units guide →

Webhooks & API Keys

Where to find itFixed Assets → Configuration → Platform → Webhooks & API Keys

Webhooks & API Keys in the Fixed Assets module.

How to use Webhooks & API Keys

  1. 1
    Open Webhooks & API Keys

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Webhooks & API Keys under Platform.

  2. 2
    Use the available actions

    Buttons available on this screen: Add webhook, Create key, Revoke.

Full Webhooks & API Keys guide →

Event Outbox

Where to find itFixed Assets → Configuration → Platform → Event Outbox

Event Outbox in the Fixed Assets module.

How to use Event Outbox

  1. 1
    Open Event Outbox

    In the Fixed Assets module, open Configuration in the green navigation bar, then choose Event Outbox under Platform.

  2. 2
    Review the list

    The list shows these columns: Type, Status, Attempts, Occurred, Last error. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: Publish test event, Replay all dead-lettered, All, PENDING, FAILED, DEAD, DELIVERED.

Full Event Outbox guide →

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