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Asset Management

Comprehensive asset management system documentation for the DATAR platform

Module Overview: The Asset Management module helps you track, maintain, and optimize your organization's physical and digital assets throughout their entire lifecycle.

The DATAR Asset Management module provides comprehensive tools for tracking, categorizing, maintaining, and deprecating assets throughout their entire lifecycle. From acquisition to disposal, this module gives you complete visibility and control over your organization's valuable resources.

Key Features

Asset Registration
  • Asset creation with detailed attributes
  • Customizable asset types and categories
  • QR code and barcode generation
  • Batch import capabilities
  • Asset parent-child relationships
  • Custom field configuration
Asset Tracking
  • Real-time location monitoring
  • Assignment and custody tracking
  • Movement history and audit logs
  • Checkout and check-in processes
  • Transfer workflows with approvals
  • Mobile scanning capabilities

Module Components

  1. Asset Overview
    Get started with asset management fundamentals, including asset types, properties, and the asset lifecycle.
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  2. Asset Categories
    Learn how to create and manage custom asset categories with specific attributes and tracking requirements.
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  3. Maintenance Management
    Discover how to schedule, track, and document asset maintenance activities to extend asset lifespan.
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  4. Depreciation Tracking
    Understand how to configure and track asset depreciation for accurate financial reporting.
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Asset Management Workflow

  1. Asset Creation

    Record new assets in the system with comprehensive details including purchase information, warranty, specifications, and assigned custom fields.

  2. Asset Assignment

    Assign assets to users, departments, or locations with full history tracking of all assignments and transfers.

  3. Asset Maintenance

    Schedule and track regular maintenance activities to ensure optimal performance and extended lifespan.

  4. Asset Monitoring

    Track asset status, location, performance, and compliance with organizational policies.

  5. Depreciation Management

    Calculate and report on asset depreciation using various methods (straight-line, reducing balance, etc.).

  6. Asset Retirement

    Manage the end-of-life process including disposal, sale, or recycling with proper documentation.

Integration with Other Modules

The Asset Management module integrates seamlessly with other DATAR modules:

  • Inventory Management: Convert inventory items to assets when deployed
  • User Management: Link assets to users who are responsible for them
  • Drive System: Store related documentation such as warranties, manuals, and receipts
  • Projects: Assign assets to specific projects for resource tracking
Best Practice: Conduct regular physical audits of your assets and reconcile with the system records to ensure accuracy and identify any discrepancies.

Getting Started

To begin using the Asset Management module effectively:

  1. Set up your asset categories and custom fields
  2. Import your existing asset data or begin adding assets manually
  3. Configure maintenance schedules for applicable assets
  4. Set up depreciation rules as needed
  5. Assign assets to appropriate users or locations
  6. Implement a regular audit process
Explore Asset Management Components