Assets

Templates

Prerequisites  About Templates  Templates are step-by-step, captured workflows characterized by numbered steps typically completed in sequential order. Templates are associated with an Asset Class and they can be accessed and viewed from an Asset Class or from associated Assets.   Creating a Template  Adding, Editing, and Deleting Step Notes  Step Notes can be associated with any […]

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Assets

Prerequisites To add an Asset users must be assigned an Administrator or Author role  To edit an Asset users must be assigned an Administrator role  To delete an Asset users must be assigned an Administrator role  About Assets Assets are registered under an Asset Class and associated with a Location.  An asset Assets are registered

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