assets:assets_setup

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assets:assets_setup [2021/04/09 15:51] – Gary Willettsassets:assets_setup [2026/03/24 10:30] (current) – [Statuses] Gary Willetts
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 {{indexmenu_n>10}} {{indexmenu_n>10}}
-====== 20.01. Assets setup ====== +====== 21.01. Assets setup ====== 
-Before you can start managing your assets you need to setup things like statuses, conditions, types and properties. Please note that these settings can be created automatically if you import assets (see XXX for details).+Before you can start managing your assets you need to setup things like statuses, conditions, types and properties. Please note that these settings can be created automatically if you import assets (see [[import_and_export:importing_assets|Importing assets]] for details).
  
 You manually create and edit the various asset settings by going to //Special > Show asset settings// in the menus. You manually create and edit the various asset settings by going to //Special > Show asset settings// in the menus.
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   * **This is a final status:** If this is checked it means that this status is final and an asset cannot be changed to another status once it has been assigned this one.   * **This is a final status:** If this is checked it means that this status is final and an asset cannot be changed to another status once it has been assigned this one.
   * **These statuses can be proposed after this one:** In this section you set the statuses that can be selected as proposed statuses when this status is the current one. This is how you construct status "paths" that assets can take. If you enter no statuses in this table then there is no restriction and all statuses will be proposable when this status is the current one. To add a status to this list, click on the **Add** button. This will add a drop down list to the table which will contain all the available, active statuses you can select. To remove a status from the list, select it in the table and click on the **Remove** button.   * **These statuses can be proposed after this one:** In this section you set the statuses that can be selected as proposed statuses when this status is the current one. This is how you construct status "paths" that assets can take. If you enter no statuses in this table then there is no restriction and all statuses will be proposable when this status is the current one. To add a status to this list, click on the **Add** button. This will add a drop down list to the table which will contain all the available, active statuses you can select. To remove a status from the list, select it in the table and click on the **Remove** button.
 +
 +<WRAP tip center round 90%>
 +If you don't want to define any status "paths" so that any status can follow any other status then you only need to enter the **Description** and tick the **Can be first status** checkbox (leave the **Is active** checkbox checked) for every status.
 +</WRAP>
  
 Click on the **Cancel** button to close this window without saving any of the changes you have made to this status or click on the **OK** button to save any changes. Clicking on either will take you back to the list of statuses, which will have been updated to reflect any changes you made. Click on the **Cancel** button to close this window without saving any of the changes you have made to this status or click on the **OK** button to save any changes. Clicking on either will take you back to the list of statuses, which will have been updated to reflect any changes you made.
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 ===== Document types ===== ===== Document types =====
 +You can upload documents to assets. Each one you upload must have a particular document type and this tab is where you manage those types:
  
 +{{ :assets:screenshot_2021-04-09_at_16.52.58.png?600 |}}
  
-===== Preferences =====+To add a document type, click on the **Add** button. This window will open:
  
 +{{ :assets:screenshot_2021-04-09_at_16.57.35.png?400 |}}
  
 +  * **Description:** The name of the document type and how you will see it referred to throughout mSupply. This is a mandatory field and mSupply will tell you if you do not fill it in.
 +  * **Order:** The order the document type will be displayed in. The smaller the number, the nearer the beginning of any list the document type will be displayed.
 +  * **Is active:** Will be checked by default for a new document type. If this is checked, it means the document type is available for selecting. If it is not checked the document type will not appear anywhere for selection, it will only appear in existing assets where it has already been chosen. Document types you no longer wish to use are not deleted, they are made inactive by unchecking this checkbox.
  
 +Click on the **Cancel** button to close this window without saving any of the changes you have made to this document type or click on the **OK** button to save any changes. Clicking on either will take you back to the list of document types, which will have been updated to reflect any changes you made.
 +
 +
 +===== Permissions =====
 +You also need to setup the permissions users have concerning the asset functionality. See the [[admin:managing_users#buttons_on_the_permissions_tabs|23.15. Managing users page]] for details on the permissions you can set.
 +
 +
 +===== Preferences =====
 +There are some preferences (e.g. sending emails when assets approach their insurance renewal date) that you can set that also affect the way the assets module works. See the [[preferences:general#assets_tab|General preferences]] page for details on those.
  
 +\\
 +\\
 +|  //  Previous:  **[[cold_chain_equipment:|]]** | | Next: **[[assets:asset_management]]** //  |
  
 ---- struct data ---- ---- struct data ----
  • Last modified: 2021/04/09 15:51
  • by Gary Willetts