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Assets

This module is used to manage company assets, track assignments to employees, schedule maintenance, and generate reports.

Features​

  • Asset Tracking - Track all company assets with detailed records
  • Asset Assignment - Assign assets to employees with full history tracking
  • Asset Categories - Organize assets into categories for easy management
  • Maintenance Management - Track maintenance logs, schedules, and overdue items
  • Reports - Asset register, valuation, utilization, maintenance costs, and warranty/insurance reports
  • Dashboard - Overview of asset statistics
  • Document Management - Attach documents to assets
  • Employee Self-Service - Employees can view their assigned assets
  • Mobile App Support - Employees can view assigned assets, scan QR codes, and report issues via the mobile app

Requirements​

  • Open Core Business Suite v5.0+
  • PHP 8.2+

Dependencies​

This module has no dependencies on other modules.

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Assets and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable Assets
php artisan migrate

Usage​

Dashboard​

Navigate to Asset Management > Dashboard to view asset statistics and an overview of your asset portfolio.

Adding Assets​

  1. Navigate to Asset Management > All Assets
  2. Click Add New Asset
  3. Fill in asset details:
    • Asset name and description
    • Category
    • Serial number / Asset tag
    • Purchase date and cost
    • Warranty information
  4. Save the asset

Creating Asset Categories​

  1. Navigate to Asset Management > Asset Categories
  2. Click Add Category
  3. Enter category name and description
  4. Save the category

Assigning Assets to Employees​

  1. Navigate to Asset Management > All Assets
  2. Select an asset
  3. Click Assign
  4. Choose the employee
  5. Set assignment date
  6. Add notes if needed
  7. Confirm assignment

Managing Assignments​

Track asset assignments from Asset Management > Assignments:

  • Current Assignments - View all currently assigned assets
  • Assignment History - View past assignment records
  • Overdue Returns - View assets that are past their expected return date

Recording Maintenance​

  1. Navigate to an asset's detail page
  2. Add a maintenance record with details such as maintenance type, date, cost, and service provider

Managing Maintenance​

Track maintenance from Asset Management > Maintenance:

  • All Maintenance - View all maintenance logs
  • Maintenance Schedule - View upcoming scheduled maintenance
  • Overdue Maintenance - View maintenance items that are past their scheduled date

Viewing Reports​

Access asset reports from Asset Management > Reports:

  • Asset Register - Complete inventory of all assets with export support
  • Asset Valuation - Current value of assets with export support
  • Utilization Report - Asset usage and assignment statistics
  • Maintenance Costs - Cost analysis of asset maintenance
  • Warranty & Insurance - Warranty and insurance expiry tracking

Employee Self-Service​

Employees can view their assigned assets by navigating to My Assets. Asset details are also visible on the employee profile tab.

Changelog: View version history

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