Overview

In this section, you will learn about the Overview Detail View. Based on the selected asset, this view shows all the related overview entries (exactly as same as viewing the asset in Overview). You can also create and delete multiple overview entries (e.g. calibrations, servicing, maintenance, revalidation, etc.). Whenever an overview entry is checked out, the overview entry is removed from the view.

New Record

Unlink Record

View Overview Detail View

1. Click on the plus icon

to expand the selected row.

Overview Detail View

The Overview Detail 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.

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
		Link	Indicates that the record is linked to the main view
ID	bigint	ID	The unique overview record number
TASK	varchar(10)	Task	Indicates that the task is Open or Closed. When the NEXTSERVICEDUEDATE is greater than today, the task is marked as Closed.
ASSETBARCODE	varchar(4000)	Asset Barcode	The unique asset barcode number
CUSTOMER	varchar(4000)	Customer	Drop-down menu based on the customers in Options
ASSETNAME	varchar(4000)	Asset Name	Drop-down menu based on the asset name in Options
SERIALNUMBER	varchar(4000)	Serial Number	The serial number of the asset
STATUS	varchar(4000)	Status	Drop-down menu based on the status in Options
TURNAROUNDTIME	int	Turnaround Time	Indicates how many business days the asset has been at the supplier
CHECKINDATE	datetime	Check In Date	The date and time the asset was checked in
CHECKOUTDATE	datetime	Check Out Date	The date and time the asset was checked out
SUPPLIERCHECKINDATE	datetime	Supplier Check In Date	The date and time the asset was checked in from a supplier
SUPPLIERCHECKOUTDATE	datetime	Supplier Check Out Date	The date and time the asset was checked out to a supplier
DATEUPDATED	datetime	Date Updated	The date and time the last change was recorded in the database
ASSETTYPE	varchar(4000)	Asset Type	Drop-down menu based on the customers in Options
SUPPLIERLOCATION	varchar(4000)	Supplier Location	Drop-down menu based on the supplier locations in Options
NEXTSERVICEDUEDATE	date	Next Service Due Date	The next service due date of the overview entry (e.g. calibration next service due date)
COMPLETIONDATE	date	Completion Date	The completion date of the overview entry (e.g. calibration completion date)
ASSETID	bigint	Asset ID	The unique asset ID number
EXPECTEDCOMPLETIONDATE	date	Expected Completion Date	The expected completion date of the overview entry (e.g. when the calibration is due to be completed)
MODEL	varchar(4000)	Model	Drop-down menu based on the model in Options
MANUFACTURER	varchar(4000)	Manufacturer	Drop-down menu based on the manufacturers in Options
OWNER	varchar(4000)	Owner	Drop-down menu based on the users
DESCRIPTION	varchar(4000)	Description	Drop-down menu based on the description in Options
PROGRESS	int	Progress	Progress bar to indicate the progress of the task. Increments in steps of 25%.
PRIORITY	nvarchar(100)	Priority	Priority status of the task. Based on High, Normal and Low priorities.
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.
SERVICEID	bigint	Service ID	The unique service history record number
MESSAGES	varchar(4000)	Messages	A message or comment relating to the asset. On check in, the shipping notes message is automatically added. All messages can be viewed in Messages.
RESOURCENAME	varchar(4000)	Resource Name	The resource name from the Calendar. Whenever an appointment is created with the same Job Number, the resource name is updated.
FLAG	int	Flag	Flag records to help you better manage your tasks.

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New Record

1. Right-click the service entry row to bring up the context menu and select Record -> New.

2. Click Yes to link the service entry or No to discard the link.

Delete Record

1. Select all the records you wish to delete and right-click to bring up the context menu and select Record -> Delete.

2. Click Yes to confirm the deletion.

Link Record

Whenever you create a new overview entry, you can link it to the main asset. This allows you to make a change in the main view which will also apply to the linked overview entry in the detail view. For example, changing the next service due date in the main view will also change the next due date in the overview entry. Please note: making a change in the overview entry does not change the main view. You can only link one record at a time. Only an Administrator user account can manually link or unlink a record.

By default, whenever an asset is checked in via Tracking, the overview entry is automatically linked. Note: This does not apply if the asset is coming back from a supplier.

Link Record

1. Right-click the overview entry row to bring up the context menu and select Record -> Link.

2. Click OK to close the pop-up message.

3. The LINK column will display a linked icon to indicate that the overview entry has been linked. Linking a overview entry will also add the unique OVERVIEWID number to the asset's OVERVIEWID column in the main view.

Unlink Record

1. Right-click the overview entry row to bring up the context menu and select Record -> Unlink.

2. Click OK to close the pop-up message.

3. The linked icon will be removed from the LINK column to indicate that the overview entry has been unlinked. Unlinking a overview entry will also clear the asset's OVERVIEWID column in the main view.