Asset Introduction

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INTRODUCTION

Lucidity Asset allows businesses to create registers of all plant, facilities and equipment used across the entire company. Plan and track maintenance, testing and calibration requirements for each item, including notifications and alerts when activities are due. The types of items that can be managed is limitless. Some examples could be:

• Portable electrical equipment

• Fixed plant

• Motor vehicles

• Mobile plant

• Facilities

• Test and laboratory equipment

• Fire extinguishers and safety equipment

• Chains and slings

ASSET ACCESS ROLES

Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

Read Only

End-users may be given read only to Lucidity Asset in order to allow them to view assets, asset maintenance tasks and run reports.

Contractor Representative

Access maybe given to representatives from contractor companies to enable them to create assets for their company and/ or manage asset maintenance tasks. In addition, the ability to run reports on assets is granted. The representative can typically, with correct scoping applied, only be able to view the assets from their specific company. 

Manager

The Asset manager role may not always be assigned to managers within the business but is more a management of the system role, often given to those who are the responsible person for certain assets. Managers will be able to view assets only and manage all aspects of asset maintenance tasks, including reporting, but will be unable to delete them. With correct scoping applied, they will only be able to view the assets from specified organisational areas.

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The menu and tab options relevant for managers are:

• Asset: this option is used to change to other Lucidity Modules installed and accessible by the user

• List All Menu: the default landing page in Lucidity Asset where all assets are listed

• Asset Types: view assets by type

• Asset Maintenance: lists all maintenance tasks associated with all assets

Administrator

Administrators will generally be able to manage all assets and related management tasks and have access to the delete function. In addition to the access managers have, administrators will also have access to the Settings tab where data lists are generated and managed.

NAVIGATION

The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.

On the default landing page, Lucidity Asset features:

• Tab options: top panel listing areas of access within the module

• Menu options: left-hand panel listing areas of access within the current tab

• Help: provides links to help documentation such as user guides and support materials

• Show Filters: allows for defining search parameters

• Excel Export: an Excel report reflecting the current filters selected

• Headers: click to sort in ascending/ descending order

• Edit: edit select Asset details

• Maintenance: access individual asset maintenance tasks

• Actions: access additional options such as copy, archive and delete assets

Tabs

As with all Lucidity Software Modules, Lucidity Asset uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the user guide.

• Asset: reflects the current module. Select to switch between modules

• Asset Register: access to assets and maintenance tasks

• Settings: Create, edit and update in-system lists 

Filters

Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.

Filters on the Asset Register page are divided into three main sections. Any field with the [ SELECT ] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.

Refer to the My Filters user guide for more details on how to use filters.

My Filters and My Emails

My Filters: Users can create and save their own reports using the My Filters feature. 

Any saved filters can be easily accessed via the current filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.

My Emails: Automatically emailed reports can be specified using the My Emails feature. 

Column Configuration

Columns within each page of Lucidity Asset can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running Reports.

View the Column Configuration user guide for more details.