Form 2 (New and Existing Assets)

This form accommodates new and existing assets. It is selected at the User Preferences form (see "Mobile Android Asset Inventory").

Form 2 Usage

Use Form 2,to count the asset-location one at a time.

Steps to Use Form 2

Use Form 2 to perform asset inventory for new assets and existing assets. This form type is selected in the User Preferences form.

  1. Site: the default site is automatically selected. If you have access to another site and want to add the asset to a location in it, select the Site field to reach the Site form. Select the other site at the Site form.
  2. Location: enter the inventory location.
  3. Asset Number: enter the asset number.
  4. Tap Submit.

  1. Existing Asset; inventory is submitted and processed for this asset at this site-location. A message appears: Submit request submitted successfully. The form clears and is ready to perform another asset inventory.
  2. New Asset: A popup appears: Asset not found. Create?

    1. To create the asset, select Create. (To cancel creating this asset, select Cancel).
    2. Select Item form: The Select Item form appears. It lists the asset-type items in your system. (An asset is always linked to an asset-type item.)

    1. Select an asset type item for this asset.
    2. The asset inventory is submitted for this asset at this site-location.
    3. If the asset-type item uses RFID, the RFID Tag# form appears; you may add an RFID tag number to this asset (optional) via the RFID Tag# field at this form. Press Done to close this form.

    1. The form clears and is ready to perform another asset inventory.