Welcome to AssetFactor Powered by Camcode
This is a step-by-step guide to setting-up your AssetFactor system.
Open the AssetFactor web App in your browser at: https://app.assetfactor.com
We suggest Google Chrome or Firefox for the fastest and optimal user experience!
Login with your company provided username and password
Once logged-in you will be welcomed on the dashboard.
Dashboard Overview
Your Dashboard offers a quick overview of your company's AssetFactor profile.
On the dashboard screen there will be a section titled “Menu” along the left-hand column of the screen. The buttons listed below the “Menu” allow you to maneuver through the system efficiently.
Assets – An individual inventory list by bar-code number (read as Unique ID) of all the assets registered within your systems. Items listed in your Assets tab can be selected, edited, checked-out and have jobs performed on them.
Asset Types – A list of the different types of assets. This list contains the classification of each of the items in the Asset tabs. It also includes a notation on how many assets are in each Asset Type
*Example of an Asset Type is Dell Computers, an example of an Asset is Dell Computer #123456*
*Asset is to Asset Type as Abraham Lincoln is to Presidents*
Get Labels – This tab will link you directly to the Camcode E-commerce store to order labels (optional).
Jobs - The Jobs tab allows you to see a list of outstanding jobs or create a new one. Jobs are tasks given to users by other users (Typically a supervisor or administrator) to perform a specific task on an asset or set of assets. A detailed look at jobs can be found in the “Jobs Explained” section
Forms – Forms are customizable attachments created and pinned to unique assets in your systems The Forms tab leads a drop down of both Submissions and Templates. Form Submissions is a log of all the forms attached to individual assets. Templates leads to a form creation page that allows you to create new forms.
Admin – Execute various administrative functions from this drop down.
The center of the dashboard offers a quick-look into the assets in your system. On the right, a running total of the Assets, Asset Types and Jobs in your system. The center widgets provide insight as to the status of your assets; how many are checked-out and what jobs remain against them. The bottom of the page shows all remaining tasks, or "Jobs" across your enterprise, including other users in your company.
To begin entering assets in your system we first start with templates!
Create a Template
Templates determine what information is collected on an Asset. Templates are customizable so you can create new templates to control what information is stored against your assets.
Step 1
Templates are the first step to adding both Asset Types and Assets to your inventory. To get started visit the Admin tab on your menu. Scroll down and click Templates.
Step 2
Select Add New to create your template
Step 3
Create a name for your template and select create
Step 4
Building your template is your opportunity to capture all the details you want to collect on your Assets.
The top section Asset Type Field allows you to choose what information will be collected at the Asset Type Level. We suggest keeping this as generic as possible ( Name, Image and Keywords)
The bottom section allows you to choose what information will be collected at the unique asset level. This should incorporate the various data fields that are vital for interacting with your assets. Consider all the ways you will be using AssetFactor and the processes and operations you perform on an asset. Create fields like "Condition" by adding a select field or "Date Purchased" using a date field. The variations are endless and are meant to give you ultimate flexibility.
Step 5
Click Save
Now that you have created a template you are ready to add assets to your system. Its important from an inventory perspective to determine what type of assets you will be accounting for. Take some time to consider what Asset Types you will control in Asset Factor - when you have a good idea, visit the Asset Types tab on the Menu bar on your dashboard.
Adding Assets Types
Step 1
Click The “Asset Types” button located under the menu section on the dashboard
Step 2
This will allow you to view the different types of assets your company has identified to account for as well as the total amount of each asset type.
Step 3
Click the “Add New” button located in the top left-hand corner of the screen
Step 4
Select your company pre-defined data template for that asset
Step 5
Fill in the company’s pre-defined data template for that asset
Step 6
Click the “Submit” Button or “Update” Button
Now that you have Asset Types created, you are ready to populate them with Assets. Have your Assets, Barcode labels and data ready! Data is the most important element to any asset management program. We recommend setting aside enough time to make sure all the data records you enter are accurate and up-to-date!
Adding Assets
Step 1
Click The “Asset” button located under the menu section on the dashboard
This will also allow you to view your entire inventory. You can sort or filter by any of the column headers, select which fields are visible at a glance and select assets in your inventory for editing.
Step 2
Click the “Add New” button located in the top left-hand corner of the screen
Step 3
Fill in the data fields that were determined in your template for the Asset
Step 4
Click the “Submit” Button or “Update” Button
Do you have a lot of assets to get into your system? Already have an entire enterprise of bar-coded assets with data a spreadsheet? TRY BULK IMPORT. Importing allows you to upload a large number of assets with just a few clicks of a button. For more to learn how visit our help section on "Bulk Import"
Now that you have assets in your system, your ready to create jobs for staff, track and manage your inventory, edit and update their status and check-out items to your team! To learn more about all of the functions available in AssetFactor visit our specific how-to-guides.