Using the Assets List

Summary

The asset list in PSTrax provides a complete view of your organization’s entire asset inventory, including status, location, and history. Users can search, filter, and export data, as well as log events and set alerts for individual or multiple assets.

Instructions

To access the asset list, navigate to Assets → Asset List in the Navigation Panel. Use the search bar, filters, and sorting options to quickly find assets. Clicking Details allows users to view full inspection history. Events and alerts can be logged for single or multiple assets.

Accessing and Searching the Asset List

1. Navigate to Assets → Asset List from the Navigation Panel.

2. The entire asset list loads by default.

3. Use the search bar or column filters to locate specific assets.

4. Click the New Search button to search by:

   • Type (e.g., radios, monitors)
   • Status (e.g., in service, out of service)
   • Assignment (e.g., assigned to a vehicle or station)

5. Click Column Headers to sort data in a specific order.

6. Drag and drop columns to rearrange the display.

7. Click View to hide unnecessary fields by deselecting columns.

Viewing and Exporting Asset Information

1. Click Details next to an asset to view its full inspection history, including:

   • Logged events
   • Status changes
   • Alerts
   • Service history

2. You can export asset data as a print document, Excel file, or PDF.

Logging Events and Setting Alerts for Assets

1. Click the dropdown arrow next to an asset’s Details button.

2. Select Log Event to record an action for the asset.

3. Select Set Alert to create an alert for the asset.

Batch Logging for Multiple Assets

1. Select multiple assets from the list.

2. Click Batch Log to log events for all selected assets at once.

Using these tools ensures efficient tracking, reporting, and management of assets. For assistance, contact help@pstrax.com.