Overview

The Overview tab is, simply put, a general overview of all Fixed Asset activity:

Fixed Asset details can be edited at any time by clicking on the three dots in the upper-right side of the screen.

Most importantly, Maintenance Schedules can be added and edited from this tab. This is great for keeping track of maintenance on your fixed assets in accordance with warranties and so on (speaking of warranties, we will explain how to add that documentation here in the Files section below!).

How to Create a Maintenance Schedule

• Click + Add Schedule
• The New Maintenance Schedule window appears and can be set according to your preference
  • If Task is chosen as the Schedule Kind, you will be prompted to select a Category for the associated Task
  • If Inspection is chosen as the Schedule Kind, you will be prompted to Add Inspection Items to the resulting Inspection
  • Note: If there is a linked Happy Property account, the resulting Inspection or Task will appear in the Happy Property account and may be assigned from there and completed; however, the Schedule or Template will not. This Schedule is to be exclusive to Happy Asset and managed within that platform only.
    • If there is NOT a linked account for Happy Property Maintenance, Task is highly recommended as the Schedule Kind as only Tasks will appear in Happy Asset can can be tracked, assigned, and completed on the Happy Asset platform alone.
• When finished, click Save

How to Edit a Maintenance Schedule

• Click on the Schedule to edit and adjust as needed
• When finished, click Save

How to Delete a Maintenance Schedule

• Click on the Schedule to open it
• Click the three dots at the top of the screen
• Click Delete

Work

The Work tab shows any Tasks generated from a Maintenance Schedule, as well as any Capital Project tasks that have been added and linked to the Fixed Asset. From this tab, Tasks can be completed or assigned, and files can be uploaded against individual Tasks as well. 

Files

Files is the best place to upload any documentation around warranties or other important documents as they relate to this particular Fixed Asset. Adding documentation to Files keeps everything together in one spot that's easy for everyone on your team to review and access if needed. 

Managing Files

Upload:

• Click the Upload button
• Select the file from your computer

Edit / Categorize:

• Click on the file
• Select a Kind for the file if needed:

• A new Title and brief Description can also be added
• Click Save when finished

Group:

• Files can, if needed, be grouped together. To get started, check the checkbox next to a file (or multiple Files if desired)
• Click Move and New Group:
  
• Name the Group and click Create
• The Group now appears in the Files list and additional files can be added to the Group by following the steps above and selecting the Group rather than creating a new one

Download:

• Files can be downloaded by checking the checkbox next to a file (or multiple Files if desired) and clicking the Download button

Delete:

• To delete a File, click the three dots next to the file and click Delete

Condition History

Condition History for Fixed Assets is generated when the following happens:

• an Inspection is performed against the Fixed Asset 
• work orders are created and completed against the Fixed Asset 
• Capital Projects are completed and linked to the Fixed Asset

Condition History gives you a holistic understanding of your fixed assets life over time. To view the Condition History for a Fixed Asset, click on the Fixed Asset, then click on the Condition History tab to view: