Customer Managed Asset List

Asset List

The Customer Managed Assets module is a feature that provides a platform for the user to add and manage non-calibrated or locally supported equipment/assets not serviced by SSO. The customer is responsible for maintaining and managing all assets not serviced by SSO that are added to the Customer Managed Assets module.  In order to access the Asset List feature from the menu, click on  the Customer Managed Assets tile on the 'Home' screen or click on the Customer Managed Assets tile in the 'Views' menu.  The asset list can be sorted or filtered by specific criteria to create custom views which can be exported to Microsoft Excel or emailed as an .xlsx or .csv file.

Asset List Views

Users can change the view of the Asset List screen by clicking on the following links at the top of the screen:

• Active: The screen displays all active assets, including assets with a “No Recall” status.
• Recall: The screen displays all active assets that are set up for recall notifications.
• No Recall: The screen displays assets that are excluded from the recall notifications.
• Out of Service: The screen displays assets that have been removed from service.
• Active/Out of Service: The screen displays all Customer Managed Assets.

Sort the Asset List

The Asset List screen can be sorted by clicking on the column heading. For example, to sort by Model Number, click on “Model #” at the top of that column. The arrow indicates the direction of the sort.

Filter the Asset List

The Asset List screen allows the user to filter the assets using several filter options:

Drop-down: To filter using the drop-down, select an item from the list and click enter. For example: click the drop-down menu in the “Manufacturer” column, select a manufacturer, and click on enter. CalWeb filters out all assets except the selected manufacturer’s assets.

Text Entry: To filter using text entry, enter the criteria into the field's text box. For example, under the word “Model #”, type WD1 and click the enter button. All assets will be filtered out except assets with model # WD1.

To remove a filter, click the X in the filter box.

View Asset Detail

Click on the binocular icon in the 'Actions' column to view the asset detail. The Asset Detail screen provides detailed information and history on a specific asset.

Edit Asset

Click on the pencil icon in the 'Actions' column to view the Asset Edit screen. The asset edit screen allows the user to make modifications to the asset.

Add Asset

To add an asset not serviced by SSO, click on “Add Asset” in the Customer Managed Assets screen.