Infor Public Sector Asset Management User Guide

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About this guide
Overview
Assets
Asset types
Creating assets
Creating a simple asset
Creating a network asset
Creating a segment asset
Expiring an asset
Activating an asset
Duplicating an asset
Asset installation
Installing an asset
Exchanging an asset
Removing an asset
Asset data
Asset InfoViewer Action button commands
Asset InfoViewer Life History tab
Asset InfoViewer tabs
Adding contacts to assets
Asset organizations
Adding logs to assets
Associating parts with assets
Adding safety messages to assets
Recording asset name plate information
Performance indicators
Adding asset performance indicators
Recording asset performance readings
Adding asset warranties
Asset location history
Recording asset location history
Recording asset usage area history
Asset positions
Asset usage
Recording asset usage
Asset components
Adding asset components
Viewing GIS information
Sites and complexes
Critical services
Defining a floor of a building
Defining a room of a building
Associating an address with a building
Asset groups
Creating an asset group
Adding assets to an asset group
Removing assets from an asset group
Deleting asset groups
Creating a group project for an asset group
Creating a group inspection for an asset group
Maintenance schedules
Creating a unit maintenance schedule
Duplicating a unit maintenance schedule
Generating work orders from a maintenance schedule
Creating a group maintenance schedule
Generating group projects from a maintenance schedule
Asset inspections
Inspection types
Defining an asset inspection type
Standard inspection types
Adding a detail to an asset inspection type
Adding an index to an asset inspection type
Defining an observation for an asset inspection type
Adding a component to an asset inspection type
Adding a safety message to an asset inspection type
Inspection indexes
Defining an asset inspection index
Sample asset inspection index formulas
Level of service indexes
Creating an asset inspection
Asset inspection scheduling
Scheduling an asset inspection in the calendar
Duplicating an asset inspection
Adding an observation to an asset inspection
Adding a sample unit to an asset inspection
Deleting asset inspections
Adding logs to asset inspections
Creating a work order from an asset inspection
Group inspections
Creating a group inspection
Adding an existing inspection to a group inspection
Adding a new inspection to a group inspection
Detaching an inspection from a group inspection
Updating asset inspections in bulk
Deleting group inspections
Asset inspection schedules
Creating an asset inspection schedule
Generating asset inspections
Creating a group inspection schedule
Generating asset group inspections
Asset inspection exchange
Installing the Microsoft Access ACE driver
Setting up asset inspection exchanges
Exporting inspections
Inspection import validation
Importing inspections
Importing new inspections
Scheduling resources
Scheduling from a resource pool
Scheduling a usage group
Resource usage and costs
Recording resource usage
Resource usage types
Recording usage for scheduled resources
Recording resource usage from a usage group
Deleting resource usage
Creating a cost report
Subtotaling costs by category
Failure analysis
Failure definitions
Creating a failure definition
Starting a failure analysis
Failure analysis results
Viewing asset failure information
Configuring asset types
Renaming asset types
Asset type renaming limitations
Supported pages for asset type renaming
Asset details
Adding an asset detail
Calculating whether to add an asset detail
Agency defined assets
Creating an asset type
Creating a linear asset type
Asset type attributes
Asset type associations
Adding asset types to menus
Unit types and component types
Data structure for agency assets
Comptypes
Synchronizing asset types with Web Services and Rest Services
Asset menus
Adding an asset menu item
Adding asset types to a menu
Linear assets
Linear asset configuration
Defining a linear asset type
Adding an asset type to a linear asset type
Adding an attribute type to a linear asset type
Adding an element type to a linear asset type
Adding a right of way position to a linear asset type
Creating a linear asset
Creating a new version of a linear asset
Attaching an asset to a linear asset
Attaching another linear asset
Attaching an attribute to a linear asset
Attaching an element to a linear asset
Linear asset tools
Adding length to a linear asset
Removing length from a linear asset
Splitting a linear asset
Merging linear assets
Reversing a linear asset
Altering the start of a linear asset
Solid Waste
Manage Solid Waste Routes
Creating a solid waste route
Editing a solid waste route
Adding an address to a solid waste route
Reordering addresses in a solid waste route
Editing sequence numbers in a solid waste route
Setting solid waste route sequence numbers to index numbers
Incrementing sequence numbers in a solid waste route
Resequencing a solid waste route by interval
Transferring an address in a solid waste route
Asset Browser
Looking up assets in the Asset Browser
Creating a work order in the Asset Browser
Asset Network Browser
Asset Network Browser diagram
Asset Network Browser icons
Creating a group project in the Network Browser
Creating a group inspection in the Network Browser
Viewing a map of the asset network
Map Drawer for Asset Management
Map Drawer for Create Asset
Map Drawer for asset lookups
Map Drawer for asset InfoViewers
Map Drawer for Lookup Inspections
Map Drawer for Inspection InfoViewer
Map Drawer for Group Inspection InfoViewer
Map Drawer for Create Asset Group
Map Drawer for Asset Group InfoViewer
Asset form codes
AssetManagement configuration
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