Examining Asset Details

There may be many detail forms and fields you will work with assets. The following tables list and define the default fields available in the different interfaces you will encounter.

Asset Fields

The table below lists and defines the default fields available on the Assets portlet.

Table 1. Asset Fields
Asset Group The asset group. Example: component, line or node.
Asset ID The number used to identify the asset.
Asset Size A positive numeric value for the size of the asset. This field may be required for asset types that belong to the Linear, Node-Link Linear, or Polygon class types, depending on your agency’s settings. Enter the unit of measure in the Size Unit field.
Asset Type The type of asset.
Note:

After you select an asset type, some asset attributes or attribute tables may display below the standard asset fields. The attributes and attribute tables are defined by your agency administrator in the asset template that associates with the asset type. You can enter more information about the asset in the attributes or attribute tables.

Comments Enter any comments associated with the asset.
Current Value This read-only field shows the current value of the asset. The value is the result of the asset depreciation calculation that takes the current date as the depreciation end date. For the formula on how to calculate the current value, refer to Asset Depreciation Formulas.
Date of Service The date the asset was initially placed into service.
Dependent Parent Indicates whether the parent asset is dependent on this asset. This action will update the parent asset status whenever this asset status changes.
Description The description of the asset.
Depreciation Amount This read-only field shows the decline in the asset value by the asset depreciation calculation. For the formula on how to calculate the depreciation amount, refer to Asset Depreciation Formulas.
Depreciation End Date The end date for the asset depreciation calculation. This field is used in the asset depreciation calculation. Refer to Asset Depreciation Formulas.
Depreciation Value This read-only field shows the asset value after the asset depreciation calculation. For the formula on how to calculate the depreciation value, refer to Asset Depreciation Formulas.
Depreciation Start Date The start date for the asset depreciation calculation. This field is used in the asset depreciation calculation. Refer to Asset Depreciation Formulas.
Parent Asset The asset is linked to a parent asset, the parent asset ID appears in this field. For more information on asset relationships, see Managing Linked Assets.
Salvage Value The residual value of the asset at the end of it’s useful life. This field is used in the asset depreciation calculation. Refer to Asset Depreciation Formulas.
Size Unit The unit of measure from this drop-down menu that corresponds to the value entered in the Asset Size field. Your system administrator determines which units are available in this menu.
Start Value The beginning value or purchase price of the asset. This field is used in the asset depreciation calculation. Refer to Asset Depreciation Formulas.
Status The status of the asset. The status will default to active when a new asset is created. Changing the status of the asset will effect the maintenance, availability, and deprecation calculation of the asset.
Status Date The date the asset status changed.
Sub Total for Condition Assessments This read-only field displays the sub-total costs from all the condition assessments on the asset.
Sub Total for Work Orders This read-only field displays the sub-total costs that you distributed to the asset from work orders.
Total Cost LTD This read-only field displays the total amount of the Sub Total for Condition Assessments, and Sub Total for Work Orders.
Useful Life The number of years the asset is expected to be used. This field is used in the asset depreciation calculation. Refer to Asset Depreciation Formulas.

Part Inventory Fields

The following table lists and defines the fields that may be available on the Parts Inventory portlet.

Table 2. Part Inventory Fields
Calculate Type The calculation type. This type is used to calculate the average cost of the part Choices include

Simple Average: The average cost is equal to the sum of the unit cost of a current shipment and existing average cost, divided by two. This provides the average value of the existing average cost and the cost per unit of the current shipment.

Weighted Average: This is the same as the Simple Average, but weighted by quantity. This means that the existing part quantity is multiplied by the existing average cost and then the quantity of the current shipment is multiplied by the unit cost of the shipment. Then the sum of these values is divided by the total part quantity.
Comments Comments associated with the part.
Maximum Quantity The maximum quantity of the part.
Minimum Quantity The minimum quantity on hand for the part for all locations.
Part Brand The brand of the part. For example, Valvoline is a brand of motor oil.
Part Description The description of the part.
Part Number The number of the part that will be used to identify the part in the parts inventory list. This number may be the manufacturer part number or the number that your agency uses for the part.
Part Status The status of the part.
Part Type The type of part. Example: Fittings, Fleet, Materials.
Reorder Due The status of reorder will display “Yes” if the total supply is greater than the minimum quantity. The reorder due will display “No” if the total supply is less than the minimum quantity.
Reorder Quantity The quantity needed when the part is reordered.
Taxable The status of whether or not the part is taxable.
Total Supply The total quantity on hand for the part displays in this field. It is a read-only field and will updated based on part inventory.
Unit of Measure The unit of measure for the part. Example: Hours, Miles.

Tree View Filtering Fields

The following table lists and defines the fields available for filtering on the Tree View.

Table 3. Tree View Filtering Fields
Dependency Select to display only the child assets that the parent asset is dependent on for operation. To mark an asset as dependent to the parent, see Viewing or Editing Linked Assets.
Quick Query Choose a field to determine which child assets to display. Only the child assets that match the selected field will display. For a list of options, see
Class Type The Class Type is how Civic Platform groups objects that an agency owns or maintains.

The five class types are component, linear, node-link linear, point, and polygon. Asset class types provide the ability to assign or group multiple asset types together. Choose a field to determine the asset type you want to display. Only child assets that match that type will display.

Asset Group The Asset Group is an agency-defined collection of objects the agency owns or maintains.

Choose a field to determine the asset group you want to display. Only child assets that match that group will display.

Asset ID The Asset ID is the unique identification for an asset.

Type an asset ID into the test field to search for child assets. This field supports the use of the “ % ” wildcard. If a value is entered in this field, then only assets matching the value will display.

Attribute This displays all available asset attributes.

Choose an asset type to filter the asset list to those available within that asset type. If a value is selected but there is no entry in the Attribute Value field and no asset type selected, then only assets with this attribute are displayed in the tree view. If an attribute is selected and an asset type is selected, but no attribute value, then the result will be the same as only having the asset type selected, as all assets of that type should have the attribute.

Attribute Value This field is read only until an attribute is selected. The field then refreshes based on the attribute.

Asset Usage Fields

The following table lists and defines the fields available on the Asset Usage portlet.

Table 4. Asset Usage Fields
Comments Any comments related to the asset usage or reading.
Reading The current usage reading number.
Reading by Department The department responsible for completing the reading for the asset. Click the Selection icon to choose a department.
Reading by Staff The individual within a department that enters the asset usage reading.

Use the drop-down list to choose an individual within the selected department. If you are responsible, click the Current User link to enter your user name into the field. When you click the Current User link, the associated department field is updated to reflect the correct department for the current user.

Reading Date The date of the usage reading.
Reading Unit The unit of measure related to the current usage reading. Use the drop-down list to select a reading unit.
Unit Type The unit type applicable to the specific Asset ID.

As a reference, the corresponding Last Reading and Last Reading Date fields will populate with the last usage reading and reading date as read-only fields.

The Unit Type field only displays if your agency administrators enabled this specific functionality.

Work Order The work order associated with the asset usage reading.

Asset Condition Fields

The following table lists and defines the fields available when working with asset conditions.

Table 5. Asset Condition Fields
Action by Dept The department that identified the critical notice.
Action by User The user that identified the critical notice.
Applied by Department The department of the user creating the condition.
Applied by User The user creating the condition.

The current user link can be selected to automatically populate the field with the current user.

Applied Date The date the condition or critical notice should be applied.
Comment Comments associated with the notice or condition.

You can also click the Standard Comment button or link to display the general standard comment selection window.

Condition Name The name used to identify the condition or notice. This field will display as read only when in edit mode.
Effective Date The date the condition or critical notice takes effect.
Expiration Date The date the condition or critical notice is to be expired.

The prompt message will display will display until the expiration date or if the expiration date is blank the prompt message will display until removed or date is entered. The date must be after the current and effective date.

Severity The severity of the condition or notice.

The Lock, Hold, and Notice severities will execute a prompt message to appear when working with the asset or creating a work order using the asset. The severity Required does not prompt a message. If the status field is not set to “Applied” the prompt message will not display for any of the severities.

Status The status of the condition.

If the status is changed set to “Applied”, the field severity will be set to Lock, Hold, Noticed, Required and a prompt message will be executed for the asset. If the status is not “Applied”, the severity field will be blank and a prompt message will no be executed.

Type The type of condition or critical notice.

Asset Cost Rates Definitions

The following table lists and defines available asset cost rates.

Table 6. Asset Cost Rates Definition
Active Date The date when the cost rate becomes effective.
Default Cost Factor The cost factor. Example: 1.0 Regular Pay, 1.5 Overtime Pay, 2.0 Holiday Pay. This field is associated primarily with labor cost types. The Standard Choice COST_FACTOR defines the options for this field.
Expiration Date The date when the cost rate expires.
Fixed Rate The fixed cost amount to be used for the cost item. It will be identified as hours, dollars, etc. using the units of measure.
ID Auto-generated cost rate ID.
Record Status Read-only field in the cost rates list. It is “Active” for all cost rates, however, only one cost rate can be effective at a given time.
Unit Rate The unit cost amount to be used for the cost item. It will be identified as hours, dollars, and so forth, using the units of measure.
Updated Date Read-only field in the cost rates list. It shows the date when the cost rate is last updated.
Updated By Read-only field in the cost rates list. It shows the user who last updated the cost rate.