Asset List

The Asset list is a very powerful search function within Jim2. Users can define their own Asset responsibilities by creating lists that apply to their specific function. For example, generate a list of all active Assets in your name, or using a status to see where the Asset is up to.

Asset lists run live in the Nav Tree, and will be refreshed at regular intervals (depending on how many minutes are stipulated) as Assets are updated across the network. Name and pin the lists so they represent what is being searched for. This helps if there are multiple lists running at the same time.

Configuring an Asset list can be performed from either a standard List or using the Advanced List option. List or Advanced List can be selected at the bottom of the Asset List screen.

Sorting, searching and grouping are available as per other lists in Jim2. You can drag a heading into a new position in the grid, then right click in the grid and select Save Layout.

Select the column header in the grid to sort, then drag it to the Group By area to group. Drag the header back to the grid to replace it.

To view or edit any of the Assets within the list, double click or use the F2 function key on any of the fields relating to the Asset to be displayed.

Standard Header Fields

Field	Explanation/Usage
Asset#	The Asset number. You can enter an Asset number here to produce a list for only that Asset.
Owner#	The card code of the customer the Asset is for. You can enter a card code here to produce a list for only that customer.
Status	Select a Status to produce a list of all Assets on this status.
Name	Select a user name here to produce a list of all Assets for that user.
Active	Tick to show only active Assets.
Cust Ref	Enter a customer reference number here to produce a list for that reference number
Ship#	Select the card code where the Asset is physically situated to produce a list of Assets for that card code.
Linked	This field relates more to managed print services and the following choices are available:
Finish	Tick to show only finished Assets.
Item#	Enter an Item number here to produce a list of all Assets using that Item number.
Make/Model	Selecting a Make and/or Model will produce a list of all Assets for that type.
Project#	Entering a project number here will produce a list of all Assets related to that project.
Master#	Entering a master project number will produce a list of all Assets related to that master project, including linked child projects.
Serial#	Enter a serial number to produce a list of Assets with that serial number.
Request By	This field relates to the way a request for meter reads is performed, and is used by managed print services.
Request#	The card code used for the Request By above.
Attn	The person on the Request# card code to contact for the Request By method.
Branch/SubBranch	If using Branches, select Branch/SubBranch to refine the list to those only.

Some letters in the field names within the header are underlined, eg. Owner#. Using Alt+ the underlined letter will jump to the field beside that heading.

Advanced List Header

Item	Explanation/Usage
Date In > Date Out >	Enter start/end dates after a specific date to refine your list.
War. In > War. Out >	Enter warranty start/end dates after a specific date to refine your list.
Cont. In < Cont. Out <	Enter contract start/end dates prior to a specific date.
War. In > War. Out >	Enter warranty start/end dates prior a specific date to refine your list.
Last Read <	The date of last read prior to this date. This is related more to managed print services providers.
Asset Groups	Select an Asset group to refine within that group only.
Item Groups	Select Item group to refine within that group only.
Owner Suburb	Select a suburb to refine the list to that suburb only
Acc.Mgr	Selecting a user name here will refine the list for that user only.
Groups	Select cardfile report/non report groups as desired.

On the right-hand side of the Groups selection within the list is the word OR. Clicking this wording will change it to &. This relates to how to use groups within the search. To be able to select two groups and find things that are in both groups, use the & option. To search two groups and find anything that is in either one of those groups, use the OR option. Double clicking on the words Card Grp at the beginning of the Card Grp field will turn the field green to indicate that group selection is inverted. For example, select cards that are not in these groups.

This section explains the field headings in the Assset list. Refer to Lists for details on sorting, naming, grouping, etc. The headings may not be strictly in this order, and there are a number of headings that relate to managed print services only.

Field	Explanation
Owner	The card code of the customer related to the Asset.
Asset #	The Asset number.
Serial #	The serial number of the asset.
Ship #	The card code of the customer where the Asset is located.
Asset Mgr	The Name of the user on the Asset.
Item#	The Item number related to the Asset.
Item Desc	The Item description.
Item Model	The Item Model.
Item Make	The Item Make.
Warranty In/Out	Warranty dates.
Status	The current status of the Asset.
Branch/SubBranch/GL Dept	The branch, sub-branch and GL department related to the Asset.
Request By	Request method for meter reads.
Request#	The card code relating to the request method.
Attn	The person on the cardfile relating to the request method.
Last Actual Meter Read	Last meter read (more specific to managed print services).
Active/Finish checkboxes	Will return results for all of the above.

When viewing an Asset from a list, click the arrow in the Quick Access toolbar for the next/previous Asset in that list:

Shortcut keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

If user security allows it, right click within the grid, select Export Data and save the list information as an XLSX file.

Right click options in list grid

Right Click Option

Function

View

View the highlighted Project.

Edit

Edit the highlighted Project.

View Customer #

View the highlighted customer's cardfile

View Ship #

View the highlighted customer's Ship cardfile

Add Asset to Non Report Group

Allows adding the highlighted Asset to a non report group.

Export Data

Exports the list to a spreadsheet.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.

Right click options in the Nav Tree

After the top 3 (which are self explanatory), these options mirror what is on the ribbon in the Assets tab, except for the last tab, which will Reset to Default all tabs.

Further information

How to

Add Documents to Assets

Link Templates to Assets