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  (c) PCP Software Solutions Ltd, 2017-2024

Main Screen

 
After logging into Asset Controller, the main screen will synchronise with the database servers and load the information into the main view. The layout and view can be customised, saved and restored, so the next time you open the main screen, your layout and view will be automatically loaded.
 
 
In this section, you will learn about the main screen and how it is primary used to manage and update your assets:
 
 
 
 
 
 
 
 
View Main Screen
 
Main Screen
 
1

Ribbon Bar

 
1. Ribbon Bar
 
The ribbon bar provides quick access buttons:
 
Icon
Button
Description
Close
Close the application
Show Panel
View a list of the customers, locations and asset types
New Asset
Create a new asset
Clone Asset
Clone a selected asset (Partial / Full)
Delete Asset
Delete a selected asset
Asset Information
View detailed information on a selected asset
Board
Visual project management tool based on the concepts of the Kanban board
Calendar
Create appointments, schedule meetings and resources
Certificates
Create certificates, service reports and calibration labels
Dashboard
View custom dashboards or create new using the Dashboard Designer
Diagram
Create and view diagrams
Email
Send service reminders
eTrain
Manage training records and witness audits
Find and Fix
Search for faults and solutions
Messages
See all messages, emails and shipping notes related in a selected asset
Options
Manage all custom fields
Overview
See all the assets and tasks in house for service, calibration or further action
Reports
View custom reports or create new using the Report Designer
Service Entry
Create service entries for a selected asset
Tracking
Capture and process any received or dispatched asset
In House
Filter the view to show in house assets only
In Today
Filter the view to show assets checked in today
Out Today
Filter the view to show assets checked out today
Consumables
Filter the view to show consumable assets only
Customer
Filter the view to show customer assets only
Rental
Filter the view to show rental assets only
Parts
Filter the view to show parts assets only
Stock
Filter the view to show stock assets only
By Customer
Group by customer in ascending order
By Asset Name
Group by asset name in ascending order
By Status
Group by status in ascending order
By Location
Group by location in ascending order
By Condition
Group by condition in ascending order
By Asset Type
Group by asset type in ascending order
Advanced Search
Perform a full search including service entries
Find Duplicates
Find duplicate serial numbers
Tools
Edit Tools menu.  Only available to Administrator user accounts.
Help
View help menu
Search
Search for buttons or items on the form
Themes
Change the appearance of the theme
Save and Reset Layout
Save and restore the form's layout
 
2

Tile Panel

 
2. Tile Panel
 
The Tile Panel provides user information:
 
Tiles
Description
The number of open tasks/cards from the Board
The number of overdue tasks/cards from the Board
The current appointment from the Calendar
The next upcoming appointment from the Calendar
The number of open training records from eTrain
The number of overdue training records from eTrain
The average turnaround time based on Overview tasks
The number of certificates approved in Certificates
The number of certificates reviewed in Certificates
 
3

Dock Panel

 
3. Dock Panel
 
Many controls are within a dock panel allowing you to move and resize the panel to customise the layout, see Dock Panels. You can also save the dock panel layout, so the next time you open the form, the saved layout will be in restored, see Layouts.
 
4

Main View

 
4. Main View
 
The Main View shows data in a tabular grid view, similar to Excel.  You can search for keywords using the find panel, edit cells, resize columns, filter and group columns and customise the layout to suit.
 
You can add new columns to the main database (see Database Columns).  However, the following default columns cannot be renamed or deleted:
 
Column Name
Data Type
Name
Description
 
Row indicator
Indicates which row is focused
 
Close
Closes the detail view and reverts back to the main view
 
Checked In Icon
Indicates that the asset is currently in house and checked in.  Based on the ISCHECKOUT cell value.
ASSETID
bigint
Asset ID
The unique asset ID record number
ASSETBARCODE
varchar(4000)
Asset Barcode
The unique asset barcode record number
ASSETTYPE
varchar(4000)
Asset Type
Drop-down menu based on the asset types in Options
CUSTOMER
varchar(4000)
Customer Name
Drop-down menu based on the customers in Options
ASSETNAME
varchar(4000)
Asset Name
Drop-down menu based on the asset name in Options
MODEL
varchar(4000)
Model
Drop-down menu based on the model in Options
SERIALNUMBER
varchar(4000)
Serial Number
The serial number of the asset
NEXTSERVICEDUEDATE
date
Next Service Due Date
The date the service entry is next due (e.g. calibration next service due date).  Back colours based on the Turnaround Time.
MANUFACTURER
varchar(4000)
Manufacturer
Drop-down menu based on the manufacturer in Options
LOCATION
varchar(4000)
Location
Drop-down menu based on the locations in Options
STATUS
varchar(4000)
Status
Drop-down menu based on the status in Options
CONDITION
varchar(4000)
Condition
Drop-down menu based on the condition in Options
NOTES
varchar(4000)
Notes
Any notes or comments relevant to the asset
CHECKINDATE
datetime
Checked In Date
The date and time the asset was checked in via Tracking
CHECKOUTDATE
datetime
Checked Out Date
The date and time the asset was checked out via Tracking
ISCHECKEDOUT
varchar(50)
Is Checked Out
Indicates that the asset is currently in house and checked in. Changes the Checked In Icon
STOCKITEM
varchar(50)
Stock Item
Indicates that the asset is a stock item
STOCKQUANTITY
int
Stock Quantity
If the stock quantity drops below the stock reorder quantity, you can send a low stock report
STOCKREORDERQUANTITY
int
Stock Reorder Quantity
If the stock quantity drops below the stock reorder quantity, you can send a low stock report
STOCKLOCATION
varchar(4000)
Stock Location
The location where you keep stock – it could be a warehouse or a store
STOCKTAKEDATE
datetime
Stock Take Date
The date the last stock take was completed
STOCKTOTALPRICE
decimal
Stock Total Price
This value is calculated based on the Stock Quantity * Purchase Price
CURRENTVALUE
decimal
Current Value
This value can be updated based on the straight-line depreciation
SCRAPVALUE
decimal
Scrap Value
This value is used to calculate the straight-line depreciation
PURCHASEPRICE
decimal
Purchased Price
This value is used to calculate the straight-line depreciation
USEFULLIFE
int
Useful Life
Useful Life In Months.  This value is used to calculate the straight-line depreciation
DATEPURCHASED
date
Date Purchased
This value is used to calculate the straight-line depreciation
PURCHASEDFROM
varchar(4000)
Purchased From
Drop-down menu based on the locations in Options
PRODUCTCODE
varchar(4000)
Product Code
A unique identifier assigned to each finished/manufactured product which is ready to be marketed or for sale
OVERVIEWID
bigint
Overview ID
The unique overview ID record number relating to the Overview database
SERVICEID
bigint
Service ID
The unique service history ID record number
SHIPPINGID
bigint
Shipping ID
The unique shipping notes ID record number
SHIPPINGREFERENCE
varchar(4000)
Shipping Reference
Shipping reference number relating to the last shipment
ORDERNUMBER
varchar(4000)
Order Number
Shipping order number relating to the last shipment
SALESPERSON
varchar(4000)
Sales Person
Sales person relating to the last shipment
JOBNUMBER
varchar(4000)
Job Number
A unique work order number used to identify a particular task or a job.  Used in the Board, Calendar, Certificates, Event Log, Overview, Service History, Messages and Shipping.
PARENTID
bigint
Parent ID
Used to create parent and child relationships between assets
DATEUPDATED
datetime
Date Updated
The date and time the last change was recorded in the database
DATECREATED
datetime
Date Created
The date and time the record was created in the database
 
5

Find Panel

 
5. Find Panel
 
The Find Panel allows you to search for keywords in the grid view, see Find Panel.
 
6

Status Bar

 
6. Status Bar
 
The Status Bar is located on the bottom of the form and provides additional information:
 
Icon
Button
Description
Refresh
Sync with the servers and refreshes the database.  Click to Refresh.
Total Records
Total number of records/assets in the database
Selected Records
Total number of selected rows
Filtered Records
Total number of rows based on the filtered criteria
Idle
A count down timer to show when the application will auto log out
Report Progress bar
A progress bar to show the progress of an emailed scheduled report
User
The logged in user and pc name
Database size
The total used size of the database
Refresh Time
The time it takes to sync with the servers and refresh the database
7

Show Panel

 
7. Show Panel
 
The Show Panel provides quick filtering of the customer, location and asset type fields.