MindMyAssets - The Manual

WHAT'S IN THE MANUAL?

We believe that people subscribing to the MindMyAssets system would have a good grasp of what the application is about and the nature of the information that the various screens are capturing ... so this manual is here to explain the concepts that may be not so obvious and to help you avoid using it in a way that might be best avoided. It's more about the Why? rather than the How?  

 

WHAT'S NOT IN THE MANUAL?

Step by step guides and explanations of each field on every data entry screen. Our experience to date is that people don't need that level of help for this relatively simple application. 

Help is available via the icon on the bottom left of the screen to chat or leave us a message.

 

GENERAL INFORMATION

In the cloud application there are two main sections: Configuration & Records.  Configuration Lists are where you create your lists that will be used while adding records in the Records section.

The other main screens are: My Assets (asset lists), Calendar of Events and Scheduled tasks. 

Every screen in both the cloud app & the mobile app has a consistent layout. There's a grid or spreadsheet view of your data and various buttons that perform specific actions. 

 

ADDING RECORDS

To add records select the My Asset menu item   .When you select an Asset on the list the records menu will become active to the left of the list. You can then select the type of record you wish to enter.

Each screen has an ADD button (top right). Clicking on the ADD button will launch a form enabling the adding of a new record. On those forms you will notice certain fields are mandatory. If you ever leave a mandatory field empty the record will not be saved. 

EDITING & DELETING RECORDS

In all sections of the web application, you will see a pencil (Edit) and a cross (Delete) in the leftmost column of the grid. 

In some cases, under the Configuration Lists section of the application, you will notice the cross is greyed out. That indicates that the item in that row is in use. That is, you have already created records in the Records section of the application. If you need to delete such an item, you must first remove all records where it has been used.   

 

ORDERING COLUMNS, REMOVING COLUMNS, SORTING AND FILTERING THE DATA DISPLAY

You will find the sorting and filtering features very handy. Combine that with the Export to Excel and Export to PDF features and you have countless reports at your disposal.

Each column heading has a powerful menu of options lurking behind it.

 

DRAG AND DROP

Firstly you can drag and drop columns to alter the display layout. Below, I have clicked on the "Make or Brand" column and dragged it ready to drop it between the "Asset Type" and the "Model" columns.

SORTING THE DATA IN CHOSEN COLUMNS

Notice the Sort Ascending and Sort Descending options in the menu below.

 

 

REMOVING UNWANTED COLUMNS

 

Notice the list of columns names with tick boxes above. Simply untick a column name to remove that column.

 

FILTERING THE DATA 

These very powerful options enable you to filter your data using different techniques depending on the data type in the chosen column. When a column has had a filter applied to it, it will display the column heading text underlined. 

Here are some examples...

 

FILTERING BY A DATE RANGE

  

 

 FILTERING BY TYPED TEXT

 

 

FILTERING USING A LIST OF TICK BOXES 

 

  

Let's begin with the Configuration Lists...