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Getting Started

Getting Started

6

Welcome to AssetIQ
Sign in to AssetIQ
Reset your AssetIQ password
Understand the Dashboard
Change Your Language in AssetIQ
Navigate AssetIQ and Use the Sidebar

Asset Management

8

Add Your First Asset
Edit an Asset
Find and Filter Assets
Assign an Asset
Import Assets
Export Asset Data
Generate Asset QR Codes
Scan an Asset QR Code

Maintenance

5

Introduction to Maintenance and Work Orders
Create a Work Order
Understand Work-Order Statuses
Review the Next Maintenance Date
Update and Complete a Work Order

Inspections

8

Introduction to Asset Inspections
Understand Inspection Types and Checklists
Create and Assign an Asset Inspection
Conduct and Submit an Asset Inspection
Record Inspection Findings and Defects
Review and Approve Inspection Results
View and Export Inspection Results
Create Follow-up Actions or Work Orders

Asset Audits

6

Introduction to Asset Audits
Understand Asset Audit Types
Create and Assign an Asset Audit
Conduct and Submit an Asset Audit
Review Audit Discrepancies
Export Asset Audit Results

Rental Management

12

Introduction to Rental Management
Understand the Rental Job Lifecycle and Statuses
Create a Rental Job
Add and Allocate Assets to a Rental Job
Check Asset Availability and Resolve Conflicts
Dispatch Assets and Start a Rental
Extend or Update an Active Rental
Return Assets and Record Their Condition
Close a Rental Job
View and Export Rental History
Manage Overdue Rentals and Outstanding Assets
Manage Rental Damage and Missing Items

Scheduling & Resources

8

Introduction to Scheduling and Resources
Understand the Scheduling Calendar
Find and Filter Scheduled Activities
Schedule Assets and Resources
Reschedule or Update an Activity
Identify and Resolve Scheduling Conflicts
Manage Resource Availability and Unavailability
View Asset and Resource Schedules

Reports & Analytics

8

Introduction to Reports and Analytics
Understand Dashboards and Key Metrics
Filter and Analyze Report Data
View Asset Management Reports
View Maintenance and Inspection Reports
View Rental and Utilization Reports
Export Report Data
Troubleshoot Report and Dashboard Data

Administration

2

Set Up Master Data
Invite Users and Assign Roles

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