Users with adequate Permissions can create new Asset records. Certain fields values (e.g., Manufacturer, Model) depend on global dictionaries which are defined by the Instance Administrator.

Accessing Asset Records

Access Asset records and create new Assets from the All Assets or Spares grid views, both accessible from the Main Menu.

Creating Trackable Assets

Users with adequate Permissions can create new Asset records.

To create a new Trackable Asset:

1. From the Main Menu, select All Assets under the Materials Management
2. Select the New button from the top of the grid view.
3. The New Asset form will be presented. Populate all known and/or required fields:
   1. Manufacturer – Select from the available list of manufacturers
      1. Manufacturers are globally defined by the Instance Administrator.
   2. Model – Select the correct Model available from the selected Manufacturer.
      1. Models are globally defined by the Instance Administrator.
   3. Serial Number – Field revealed after Model selection; Enter the correct Serial Number for the hardware/device.
   4. Tag – Field revealed after Model selection; Enter the Asset Tag number if one applies
   5. Owner – Indicate the equipment/asset owner; Required if a Tag value is entered.
   6. Contracts – Select the Contract(s) for which the new Asset should be available.
   7. Location – Select the correct Warehouse/Storage Location for the Asset.
   8. Status – Select the correct non-deployed status for the Asset.
   9. Condition – Select the condition which reflects the current condition of the equipment/device.
   10. Manufactured – If known, enter the manufactured-on date.
   11. Expires – If applicable, enter he Expires date (not common)
   12. Job – Skip this
   13. Cost Code - Skip this
   14. Assigned To – If the Asset was requested by an individual or is being reserved for an individual, select that User.
   15. Description – Provide a brief description of the equipment/device (optional)
4. Add details under the Purchased, Leased and Warranty sections, if known/applicable.
5. Select OK.

New Asset Form

Editing Trackable Assets

Certain attributes of an Asset can be edited after the Asset record is created.  NOTE: This feature should be used to correct or update information about the same physical device for which the original Asset record was created.

Important Note: If one physical asset is being uninstalled from a System Element and a new physical asset installed at that Location, use the System Element workflow (i.e., widgets within the System Element details panel or within a Case update form) to track those install/uninstall/replace actions. An Asset Edit is inappropriate for those scenarios.

To edit an Asset record:

1. From the Main Menu, select All Assets under the Materials Management
2. Apply filters and/or search criteria to locate the desired Asset record.
3. Select the Asset record.
4. Select the Edit button from the top of the grid view, or select the pencil from the Asset details panel.
5. Make the desired changes to details within the Edit Asset form.
6. Select the OK button at the bottom of the form to save your changes.

Edit Asset Form

Changes Involving Asset Deployment

Any actions which move an Asset record into our out of the Deployed status must be initiated the associated System Element record.  This can be accomplished using the status transition widgets (e.g., Install, Replace) from the System Element details panel, or possible, during a Case update.

Consult F-DIMS Contractor Training Materials for more detail.

Deleting Trackable Assets

Asset records should not be deleted in F-DIMS/InfraLink system. 

Assets follow a life cycle in InfraLink, moving from one appropriate status to the next.  When a physical asset is no longer useful, the associated Asset record should be properly dispositioned in InfraLink. 

When physical assets are discarded, the associated InfraLink Asset records should be transitioned to the Disposed status

Note: Disposing an Asset record is a final transition. This action is irreversible.  Please be sure of desired outcome before initiating a disposal transition.

Bulk Asset Entries

At the time of InfraLink Instance deployment Assets can be entered into InfraLink by importing a data set from an external procurement management application. Additionally, bulk updates to existing InfraLink Assets can be accomplished in the same manner.  Administrative User Permissions are required for these functions. 

See Assets Import for more information.

Scenario-Specific Behaviors

A User with sufficient User Permissions may initiate the New Asset or Edit Asset functions from a variety of points within InfraLink. The approach used will vary based on the various operational scenarios. Depending on the particular scenario, the behavior of the Add Asset and Edit Asset function is tailored as outlined in the following table: