Help - Asset Manager

Settings

• Cloud Backup/Restore
  • Link up your accounts for Cloud Backup/Restore
  • Copy backup files from free
  • Delete app data
• Locale
  • Set your currency symbol
  • Set your currency format
• Record Listing
  • Set number of items to display first in a list
  • Choose to show category image
  • Use barcode as Ids on asset listing
  • Confirm edit cancel
• Barcode & Asset Printing
  • Allow duplicate barcodes
  • Show company details when printing
  • Enter your company details
  • Choose image size for printing
• Reminders & Notifications
  • Enable reminder alerts
  • Show reminders on home
  • Choose notification preferences
• Security
  • Use PIN to access to app
  • Change your PIN
• About
  • View application version, Send feedback, Rate application...

Assets

• View details of an Asset
• Add a new Asset
• Edit an Asset
• Clone an Asset
• Delete an Asset
• Delete selected Assets
• View Assets in an Asset NEW
• Print an Asset
• Generate barcode for an Asset
• Add Asset to a List
• Remove Asset from a List
• Move selected Assets to another asset/category/location/status/list
• View an Asset's images
• Edit an Asset's images
• Share an Asset's images
• Print Asset Details

Asset Categories

• Add a new Category
• Edit a Category
• Clone a Category
• Delete a Category
• Delete selected categories
• View all Assets in a Category
• Print all Assets in a Category
• Generate barcode for all Assets in a Category
• Move all Assets in a Category to another Category

Asset Locations

• Add a new Location
• Edit a Location
• Clone a Location
• Delete a Location
• Delete selected locations
• View all Assets at a Location
• Print all Assets at a Location
• Generate barcode for all Assets in a Location
• Move all Assets at a Location to another Location

Statuses

• Add a new Status
• Edit a Status
• Clone a Status
• Delete a Status
• Delete selected Statuses
• View all Assets for a Status
• Print all Assets for a Status
• Generate barcode for all Assets for a Status
• Move all Assets for a Status to another Status

Lists

• Add a new List
• Edit a List
• Clone a List
• Delete a List
• Delete selected Lists
• View all Assets in a List
• Print all Assets in a List
• Generate barcode for all Assets in a List
• Move all Assets in a List to another List

Asset Maintenance Record

• Add a new asset maintenance record
• Edit an asset maintenance record
• Clone an asset maintenance record
• Delete an asset maintenance record
• Delete selected asset maintenance records

Generate and Print Barcodes

Print assets to spreadsheet

Custom Fields

• Show or hide a field
• Edit an extra field

Backup, Restore, and Share Backup Files

• Backup to Local Drive
• Restore from Local Drive
• Backup to Google Drive or Dropbox
• Restore from Google Drive or Dropbox
• Backup an Asset, Category, or Custom Field images to the Cloud
• Restore an Asset, Category, or Custom Field images from the Cloud
• Send backup file to an external system

• Link up your accounts for Cloud Backup/Restore
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. In the "Cloud Backup/Restore" category, select Google Drive or Dropbox
  4. Follow the on-screen instructions to link up your account with the application
• Copy backup files from free version
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. In the "Cloud Backup/Restore" category, select the Copy backup files from free option
  4. Follow the on-screen instructions to perform the action
• Delete app data
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. In the "Cloud Backup/Restore" category, select the Delete app data option
  4. Follow the on-screen instructions to perform the action
• Set your currency symbol
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Select Currency Symbol in the "Locale" category
  4. Select your currency preference
• Set your currency format
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Select Currency Format in the "Locale" category
  4. Select your currency format preference
• Set number of items to display first in a list
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Select "No. of Items per Page" in the "Record Listing" category
  4. Select your preference
• Choose to show category image
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tick the "Show Category Image?" setting in the "Record Listing" category
  4. Untick the option to hide category image
• Use barcode as Ids on asset listing
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tick the "Show Barcode if available?" setting in the "Record Listing" category
  4. Untick the option to use asset Ids (default)
• Confirm cancel on edit
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tick the "Confirm cancel on edit?" setting in the "Record Listing" category
  4. Untick the option to NOT show a confirm dialog
• Allow duplicate barcodes
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tick the "Allow duplicate barcodes?" setting in the "Barcode & Asset Printing" category
  4. Untick the option to disallow duplicate barcodes
• Show company details when printing
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap he "Barcode & Asset Printing" category
  4. Tick the "Show company details" setting
  5. Untick the option to hide your company details when printing
• Enter your company details
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Barcode & Asset Printing" category
  4. Tap the "Your company details" setting
  5. Enter your company details
  6. Tap the "tick" icon to save
• Choose image size for printing
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Barcode & Asset Printing" category
  4. Tap the "Image Size % for Print" setting
  5. Select an option from the list
• Enable reminder alerts
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Reminders & Notifications" category
  4. Tick the "Enable reminder alerts?" setting
• Show reminders on home
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Reminders & Notifications" category
  4. Tick the "Show reminders on home?" setting
• Choose notification preferences
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Reminders & Notifications" category
  4. Tick your notification preferences (e.g. Vibrate, play tone, select a tone)
• Use a PIN to access the app
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Security" category
  4. Tick the Use PIN to access the app option
  5. Follow the on-screen instructions to set your PIN
• Change PIN
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. Tap the "Security" category
  4. Tap the Change PIN option
  5. Follow the on-screen instructions to change your PIN
• View application version, Send feedback, Rate application...
  1. Tap the menu option on your phone or in the application
  2. Select Settings
  3. See application version in the About category. You can also send us feedback, rate this application on Google Play, e.t.c

Assets

• View details of an Asset
  1. Tap an asset record in the asset list
  2. Select the "View details" option
• Add a new Asset
  1. Tap the (+) icon, either on the main screen or on the asset list screen
  2. Enter your asset details
  3. Follow the on-screen instructions to add/update/delete photos
  4. Tap the "check" icon to save your asset
• Edit an Asset
  1. Tap an asset record in the asset list
  2. Select the "Edit asset" option.
     
     Tip: You can also go to the "Edit Asset" screen by tapping the pencil icon on "Asset Details" screen.
     
     
  3. Update any fields you want
  4. Follow the on-screen instructions to add/update/delete photos
  5. Tap the "check" icon to save your asset
• Clone an Asset
  1. Tap an asset record in the asset list
  2. Select the "Clone asset" option
  3. Update any fields you want
  4. Follow the on-screen instructions to add/update/delete photos
  5. Tap the "check" icon to save your asset
• Delete an Asset
  1. Tap an asset record in the asset list
  2. Select the "Delete asset" option.
     
     Tip: You can also delete an asset by tapping the "bin-basket" icon on "Asset Details" screen.
     
     
• Delete selected Assets
  1. Tap the checkbox of an asset record in the asset list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the "bin-basket" icon in the action bar
  3. Confirm your delete and wait for all selected records to be deleted
• View Assets in an asset NEW
  1. Tap a record in the asset list
  2. Select the "See inside" option
• Print an Asset
  1. Tap an asset record in the asset list
  2. Select the "Print asset" option
  3. Preview the details and select "Print" if printing or "Cancel" if not
  4. Follow the on-screen instructions to complete the print process
• Generate barcode for an Asset
  1. Tap an asset record in the asset list
  2. Select the "Generate barcode" option
  3. Select a barcode format to use
  4. Preview the details and select "Print" if printing or "Cancel" if not
  5. Follow the on-screen instructions to complete the print process
• Add an Asset to a List
  1. Tap an asset record in the asset list
  2. Select the "Add to List" option
  3. Tap a List to add the asset to
• Remove an Asset from a List
  1. Tap an asset record in the asset list
  2. Select the "Remove from List" option
  3. Tap a List to remove the asset from
• Move selected Assets to another asset/category/location/status/list
  1. Tap the checkbox of an asset record in the asset list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the briefcase icon in the action bar
  3. Select Asset, Category, Location, Status, or List in the dialog box, based on what you want to do
  4. Confirm your move and wait for all selected records to be moved
• View an Asset's images
  1. Tap an asset record in the asset list
  2. Select the "View images" option. You can also view images of an asset by long-pressing an image on "Asset Details" screen
• Edit an Asset's images (rotate, crop, save)
  1. Tap an asset record in the asset list
  2. Select the "View images" option. You can also view images of an asset by long-pressing an image on "Asset Details" screen
  3. Use the image editing tools provided to edit an image
  4. Tap the check floating button to save changes
• Share an Asset's images
  1. Tap an asset record in the asset list
  2. Select the "Share images" option
  3. From the list of applications that appears, select and use one to share the image(s)

  You can also share asset images from the "Asset Images" screen.

• Print an Asset's details
  1. Tap an asset record in the asset list
  2. Select the "Print asset" option
  3. Preview the details and select "Print" if printing or "Cancel" if not
  4. Follow the on-screen instructions to complete the print process

Asset Categories

• Add a new Category
  1. Tap the (+) icon on the main screen. You can also use the + icon on the Categories, which will take you to the "New Category" screen
  2. Select Category from the pop-up list
  3. Enter your new category details
  4. Tap the "check" icon to save
• Edit a Category
  1. Tap a category record in the category list
  2. Select the "Edit category" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Clone a Category
  1. Tap a category record in the category list
  2. Select the "Clone category" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Delete a Category
  1. Tap a category record in the category list
  2. Select the "Clone category" option
  3. Confirm your delete
• Delete selected Categories
  1. Tap the checkbox of a category record in the category list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the "bin-basket" icon in the action bar
  3. Confirm your delete and wait for all selected records to be deleted
• View all Assets in a Category
  1. Tap a category record in the category list
  2. Select the "View assets" option
• Print all Assets in a Category
  1. Tap a category record in the category list
  2. Select the "Print assets" option
  3. Preview the details and select "Print" if printing or "Cancel" if not
  4. Follow the on-screen instructions to complete the print process
• Generate barcode for all Assets in a Category
  1. Tap a category record in the category list
  2. Select the "Generate barcode" option
  3. Select a barcode format to use
  4. Preview the details and select "Print" if printing or "Cancel" if not
  5. Follow the on-screen instructions to complete the print process
• Move all Assets in a Category to another Category
  1. Tap a category record in the category list
  2. Select the "Move assets to another category" option
  3. Confirm your move and wait for all selected records to be moved

Asset Locations

• Add a new Location
  1. Tap the (+) icon on the main screen. You can also use the + icon on the Locations screen, which will take you to the "New Location" screen
  2. Select Location from the pop-up list
  3. Enter your new location details
  4. Tap the "check" icon to save
• Edit a Location
  1. Tap a location record in the location list
  2. Select the "Edit location" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Clone a Location
  1. Tap a location record in the location list
  2. Select the "Clone location" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Delete a Location
  1. Tap a location record in the location list
  2. Select the "Delete location" option
  3. Confirm your delete
• Delete selected Locations
  1. Tap the checkbox of a location record in the location list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the "bin-basket" icon in the action bar
  3. Confirm your delete and wait for all selected records to be deleted
• View all Assets at a Location
  1. Tap a location record in the location list
  2. Select the "View assets" option
• Print all Assets at a Location
  1. Tap a location record in the location list
  2. Select the "Print assets" option
  3. Preview the details and select "Print" if printing or "Cancel" if not
  4. Follow the on-screen instructions to complete the print process
• Generate barcode for all Assets at a Location
  1. Tap a location record in the location list
  2. Select the "Generate barcode" option
  3. Select a barcode format to use
  4. Preview the details and select "Print" if printing or "Cancel" if not
  5. Follow the on-screen instructions to complete the print process
• Move all Assets at a Location to another Location
  1. Tap a location record in the location list
  2. Select the "Move assets to another location" option
  3. Confirm your move and wait for all selected records to be moved

Statuses

• Add a new Status
  1. Tap the (+) icon on the main screen. You can also use the + icon on the Statuses screen
  2. Select Status from the pop-up list
  3. Enter your new status details
  4. Tap the "Save" button to store
• Edit a Status
  1. Tap a status record in the status list
  2. Select the "Edit status" option
  3. Update any fields you want
  4. Tap the "Save" button to store
• Clone a Status
  1. Tap a status record in the status list
  2. Select the "Clone status" option
  3. Update any fields you want
  4. Tap the "Save" button to store
• Delete a Status
  1. Tap a status record in the status list
  2. Select the "Delete status" option
  3. Confirm your delete
• Delete selected Statuses
  1. Tap the checkbox of a status record in the status list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the "bin-basket" icon in the action bar
  3. Confirm your delete and wait for all selected records to be deleted
• View all Assets for a Status
  1. Tap a status record in the status list
  2. Select the "View assets" option
• Print all Assets for a Status
  1. Tap a status record in the status list
  2. Select the "Print assets" option
  3. Preview the details and select "Print" if printing or "Cancel" if not
  4. Follow the on-screen instructions to complete the print process
• Generate barcode for all Assets for a Status
  1. Tap a status record in the status list
  2. Select the "Generate barcode" option
  3. Select a barcode format to use
  4. Preview the details and select "Print" if printing or "Cancel" if not
  5. Follow the on-screen instructions to complete the print process
• Move all Assets for a Status to another Status
  1. Tap a status record in the status list
  2. Select the "Move assets to another status" option
  3. Confirm your move and wait for all selected records to be moved

Lists

• Add a new List
  1. Tap the top-left (three horizontal bars) icon to pull out the drawer view
  2. Select the "Manage Lists" option
  3. Tap the (+) icon in the action bar of the Lists screen
  4. Enter your new list details
  5. Tap the "Save" button to store
• Edit a List
  1. Tap a List record in the list
  2. Select the "Edit list" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Clone a List
  1. Tap a List record in the list
  2. Select the "Clone list" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Delete a List
  1. Tap a List record in the list
  2. Select the "Delete list" option
  3. Confirm your delete
• Delete selected Lists
  1. Tap the checkbox of a List record in the list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the "bin-basket" icon in the action bar
  3. Confirm your delete and wait for all selected records to be deleted
• View all Assets in a List
  1. Tap a List record in the list
  2. Select the "View assets" option
• Print Assets in a List
  1. Tap a List record in the list
  2. Select the "Print assets" option
  3. Preview the details and select "Print" if printing or "Cancel" if not
  4. Follow the on-screen instructions to complete the print process
• Generate barcode for all Assets in a List
  1. Tap a List record in the list
  2. Select the "Generate barcode" option
  3. Select a barcode format to use
  4. Preview the details and select "Print" if printing or "Cancel" if not
  5. Follow the on-screen instructions to complete the print process
• Move all Assets in a List to another List
  1. Tap a List record in the list
  2. Select the "Move assets to another list" option
  3. Confirm your move and wait for all selected records to be moved

Asset Maintenance Records

• Add a new asset maintenance record
  1. Tap the (+) icon on the main screen. You can also use the + icon on the Maintain Assets List screen
  2. Select Maintenance from the pop-up list
  3. Enter your new details
  4. Tap the "check" icon to save
• Edit an asset maintenance record
  1. Tap a record in the asset maintenance list
  2. Select edit "pencil" icon in the pop-up dialog
  3. Update any fields you want
  4. Tap the "check" icon to save
• Clone an asset maintenance record
  1. Tap a record in the asset maintenance list
  2. Select the "Clone" option
  3. Update any fields you want
  4. Tap the "check" icon to save
• Delete an asset maintenance record
  1. Tap a record in the asset maintenance list
  2. Select the "Delete" option
  3. Confirm your delete
• Delete selected asset maintenance records
  1. Tap the checkbox of a record in the maintenance list. You should see the number of items selected in the action bar. Tap the arrow icon (top-left) to clear your selection
  2. Tap the "bin-basket" icon in the action bar
  3. Confirm your delete and wait for all selected records to be deleted

Generate and Print Barcodes

1. Tap the top-left (three horizontal bars) icon to pull out the drawer view
2. Select the "Generate Barcodes" option
3. Follow the on-screen instructions to generate and print barcodes

Print assets to spreadsheet

1. Tap the top-left (three horizontal bars) icon to pull out the drawer view
2. Select the "Print to Spreadsheet" option
3. Follow the on-screen instructions to print assets to spreadsheet

Custom Fields

• Show or hide a field
  1. Tap the "Customise Asset Fields" option on the main screen. The option is also available in the menu popup on "Asset Details", "New Asset" and "Edit Asset" screens
  2. Toggle the ON/OFF button for the field to show or hide
  3. Check that field is showing or hidden on "Asset Details", "New Asset" or "Edit Asset" screen
• Edit an extra field
  1. Tap the "Customise Asset Fields" option on the main screen. The option is also available in the menu popup on "Asset Details", "NewAsset" and "Edit Asset" screens
  2. Tap the edit button for a field to customise it
  3. Follow the on-screen instructions to amend the field
  4. Check that the field has been customised correctly on the "Asset Details", "New Asset" or the "Edit Asset" screen

Backup, Restore, and Share Backup Files

Backup to/Restore from Local Drive

• Backup to Local Drive
  1. Tap the "Backup to..." option on the main screen
  2. Select the "Local Drive" option in the pop-up list
  3. Follow the on-screen instructions and confirm that you really want to backup to Local Drive
  4. Wait for the backup process to finish. You may, however, use another application. You will be notified once the backup process finishes
  5. Check that all records and/or images have been created accordingly on your Local Drive.
     
     Depending on the option selected:
     
     • For the app's database version 4 and higher, there should be one spreadsheet called assetmanager.xls with maximum of 8 worksheets (assets, categories, locations, statuses, maintenance, fields, lists, listItems), 4 for the free version,
     • For version 3, there should be one spreadsheet called assetmanager.xls with maximum of 5 worksheets (assets, categories, locations, statuses, fields), 4 for the free version,
     • For version 2, there should be maximum of 4 individual spreadsheets (assets.xls, categories.xls, locations.xls, status.xls), and
     • For version 1, a maximum of 3 individual files (assets.xls, categories.xls, and locations.xls).
     all in the following folder: MyAssetManager {or AssetManagerFree if using the free version}/backup/db/5/ where 5 denotes the current database version of the application

NOTE: For version 3 and higher, make sure the assetmanager.xls file has been closed before running the backup process.

Tip: You may open a backup file in Microsoft Excel or another spreadsheet application and populate it with your assets. Make sure the file is saved as .xls (Microsoft Excel 97-2003) and does not contain duplicate IDs. Also, leave the first line (the headers) in-tact.

• Restore from Local Drive
  1. Make sure your backup files are located in the appropriate folder as specified in the Backup to Local Drive process above
  2. Tap the "Restore from..." option on the main screen
  3. Select the "Local Drive" option in the pop-up list
  4. Follow the on-screen instructions and confirm that you really want to restore from backup files on Local Drive
  5. Wait for the restore process to finish. You may, however, use another application while you wait. You will be notified once the restore process finishes
  6. Check that all records and/or images have been restored from Local Drive

Backup to/Restore from the Cloud

• Backup records or all images to Google Drive or Dropbox
  1. Tap the "Backup to..." option on the main screen
  2. Select the "Google Drive" or "Dropbox" option in the pop-up list
  3. For Google Drive, choose the Google account to use from the "Choose an account" pop-up, which only opens if you have not selected an account already. You can change this account at any time in Settings
  4. Follow the on-screen instructions and confirm that you really want to backup to Google Drive or Dropbox
  5. Grant permissions for this application to connect to your Google Drive or Dropbox. You will only need to do this once
  6. Wait for the backup process to finish. You may, however, use another application. You will be notified once the backup process finishes
  7. Check that all records or images have been created accordingly on your Google Drive or Dropbox. For records, depending on the option selected and database version, there should be maximum of 8 worksheets in the "assetmanager" spreadsheet (assets, categories, locations, statuses, maintenance, fields, lists, listItems)

Tip: You may populate your "assetmanager" spreadsheet with your assets on Google Drive or Dropbox. Make sure there are no duplicate IDs for each tab. Also, leave the first line (the headers) in-tact.

• Restore records or all images from Google Drive or Dropbox

  NOTE: For Google Drive, If not already done so, please open the assetmanager spreadsheet (desktop version) and from File -> Spreadsheet settings, set Locale to United Kingdom (needed for in-app date formatting).
  This may be done programmatically in the future.

  1. Make sure you have already backed up your records to Google Drive or Dropbox successfully as specified in the Backup to Google Drive or Dropbox process above
  2. Tap the "Restore from..." option on the main screen
  3. Select the "Google Drive" or "Dropbox" option in the pop-up list
  4. Follow the on-screen instructions and confirm that you really want to restore records or images from Google Drive or Dropbox
  5. Wait for the restore process to finish. You may, however, use another application while you wait. You will be notified once the restore process finishes
  6. Check that all records have been restored


• Backup an Asset, Category, or Custom Field images to Google Drive or Dropbox
  1. For category images or field images, use the "Category images only" or the "Asset field images only" option in the main Backup to... process as appropriate
  2. For Asset images, tap a record in the list on the Assets screen
  3. Select the "Backup images to..." option in the pop-up list and select your option
  4. For Google Drive, choose the Google account to use from the "Choose an account" pop-up, which only opens if you have not selected an account already. You can change this account at any time in Settings
  5. Follow the on-screen instructions and confirm that you really want to backup to Google Drive or Dropbox
  6. Grant permissions for this application to connect to your Google Drive or Dropbox. You will only need to do this once
  7. Wait for the backup process to finish. You may, however, use another application. You will be notified once the backup process finishes
  8. Check that all images have been uploaded correctly to your Google Drive or Dropbox


• Restore an Asset or Category images from Google Drive or Dropbox
  1. Make sure you have already backed up your asset images to Google Drive or Dropbox successfully as specified in the Backup to Google Drive or Dropbox or Backup an Asset, Category, or Custom Field images to Google Drive or Dropbox process above
  2. For category images or field images, use the "Category images only" or the "Asset field images only" option in the main Restore from... process as appropriate
  3. For Asset images, tap a record in the list on the Assets screen
  4. Select the "Restore images from..." option in the pop-up list and select your option
  5. Follow the on-screen instructions and confirm that you really want to restore from Google Drive or Dropbox
  6. Wait for the restore process to finish. You may, however, use another application while you wait. You will be notified once the restore process finishes
  7. Check that all images have been restored

Share Local Backup Files

• Send local backup files to an external system
  1. Follow the Backup to Local Drive process
  2. Use the "Share Local Backup Files" option on the main screen to send all files (excluding images) to your inbox

  You can share images by following the Share an Asset's images instructions above.