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Fundamentals

These features make up the fundamentals of your Asset Essentials account. From setting up the essentials, such as locations, assets, and users, to learning how to navigate and customize your account, these topics help you build a solid foundation in Asset Essentials.

Table of contents

• Desktop end user requirements

• Logging into Asset Essentials
• Asset Essentials home page
• Customizing the dashboard
• Customizing the summary views
• Glossary of terms
• WO notifications and emails

• Adding locations

• Printing location barcodes/QR codes

• Adding categories
• Adding tags
• Fiscal years

• Adding approval rules

• Adding a work order survey email

• Request templates
• Work order templates
• Asset templates

Asset management

• Asset Hierarchy
• Adding an asset
• Updating assets
• Checking out and returning assets
• Adding a meter title
• Entering a meter reading
• Printing assets and barcodes/QR codes
• Exporting assets
• Using the assets map view
• Viewing work orders for an asset

User management

• User role descriptions
• Adding departments
• Adding a user
• Updating users

• Adding location assignments

• Adding work category assignments

• Adding and managing crews
• Managing the user list
• Resetting a user's password
• Disabling a user account
• Printing users
• Exporting users