Configuring Schedules Through Categories
Configuring Schedules Through Categories
Menu > Application Setting > Asset Category
After clicking on this button, a new screen appears
The fields visible to create an activity on this screen are explained below in the table.
FIELD NAME | DESCRIPTION | MANDATORY | VALIDATION |
Assignee Based on | Application allows you to select type of assignee when an asset is added under the respective category. 1. User involved: The activity is assigned either to the user asset is allotted to, created or Location head to which asset is added 2. User Role: Activity is raised for the group of users lying under that role. | Yes |
|
User Type | Select any assignee which is displayed. | Yes |
|
Start Schedule after (Days) | The days after which activity occurs for the first time | Yes | The considered date is selected as per condition set in “Schedule based on” field |
Schedule based on | User can select a field/column that will be holding a date which will be considered as date of that activity. | Yes | Fields like Invoice Date, Capitalization Date, Purchase Date, End of Life and other custom fields (with date format) can be added to this section. |
Activity Type | User can select any type of activity which is showing over there. | Yes |
|
Occurs | User can select existing Occurrence. | Yes |
|
Activity Reminder | Given the different type of activity reminder like (Same day, 1 day before, 2 days before, 10 days before etc.) | Yes |
|
Related Articles
Adding Asset Category
Adding Asset Category Asset Category > Application settings The purpose of Category is to define the asset type or set attributes for assets. Asset Infinity uses category in many other modules based on the requirements and functionality. The page ...Configuring Financial Information in Category Master
Configuring Financial Information in Category Master Application Settings > Asset Category For adding financial information, the Category sets a default parameter to three fields - End of Life, Depreciation%, and Scarp Value - for all the assets ...Configuring Default Transfer Durations In Category Master
Configuring default transfer durationsApplication Settings > Asset Category Assets of this category will be transferred up to this duration unless changed. Whenever a duration is entered the users will receive a notification to return the asset of ...Configuring Custom Fields on Schedules and Activities
Configuring Custom Fields on Schedules and Activities Menu > Advanced Settings > Custom Fields To add Custom Fields to schedules form, user can follow the given steps: Below form will open: User is required to select the activity form. After ...Adding a Single Asset
How to Add a Single Asset? Home Page > Add Asset button. With Asset Infinity, assets can be easily added and updated. To add new assets in the system, the form opens up as shown below. Add Asset form can be managed from Customize Asset ...