WORK FLOW FOR ASSET MANAGEMENT

ONE TIME STEPS TO DO:

STEP 1: To Create the Activity Type in Masters Path: Maintenance>Masters>Activity Type For e.g.,

Enter Code as PM
Enter Preventive Maintenance
Enter remarks for any explanation if required
Click save

Click here Activity Type STEP 2: To create the list of Activities ( under each Activity Type) in the Masters Path: Maintenance>Masters >Activity

Create a relevant code as e.g., MM
Enter the Name as e.g., Monthly maintenance
Select the Activity type as Preventive maintenance
Click save/update

Click here Activity STEP 3: To create an Asset Type in Masters Path: Maintenance>Masters>Asset type

Select the Code category as Asset Type
Create a relevant code for an asset type e.g., AS000025AS
Enter the Name for the asset type e.g., POWER TRANSFORMERS
Select the Tracking type
Select the Nature
Select the Asset schedule
Select the tab –Activity
Enter the fields
Use Add row to enter more than one activity

Click here Asset Type STEP4. To create the list of Assets (under each Asset Type) in Masters Maintanence> Masters> Asset

Select Asset Type from the picklist e.g., POWER TRANSFORMER
Create a relevant Asset Code
Enter the Asset Name
Enter the batch serial

4(A): Select the tab - classification and fill all the details 4(B): Select the tab - parameter and fill all the details

4(C): Select the tab - FMS

Select Party type as Own asset
Select the Running status as Running
Select energy metering as Not required
Click update

Click here Asset STEP 5: To create the list of Parameters in the Masters Path: Maintenance>Masters>Parameter

Create a relevant code
Enter the name of the parameter
Enter all the fields
Click save

Click here Parameter Step 6: To set the Parameters for a particular Asset Type Path: Maintenance >Masters>Parameter Set

Select the Code & Name of the Asset Type (already created by you) for e.g., Breaker
Select the parameters to set ( already created by you)
Use Add Row to set more than one parameter
Click save/update

Click here Parameter Set STEP 7: To schedule the activities to be done for each Asset Maintenance >Masters>Asset Activity

Select Type as Asset
Select the Asset Type, Asset & the Activity from the pick list (already created by you )
Select the Assigned to as e.g., User
Select the user from the picklist ( already created by your admin)
Select the Parameter set from the picklist (already created by you)
Set the Scheduler by selecting from one of the various options
Click save/update

Click here Asset Activity STEP 8: To create the Party with Branch Click Accounts>Master>Ledger>Party with Branch

Create the codecategory as Party
Create the code for the Party (Auto Generated)
Enter the Name, Shortname, currency of the Party
Select account
Select the Account Group
Select the tab – Party branch and enter all the fields.
Click save/update

STEPS TO DO ON A REGULAR BASIS:

STEP 1: To Create Task Path: Maintenance>Transactions>Task Generation

Select Asset Type
Select the Asset
Select the Party Branch
Select the Activity
Enter the Task date
Click Generate

Click here Task Generation STEP 2: To schedule a Task Path: Maintenance>Transactions>Task

Click the Plus sign to add a new task
Task Number is Auto-generated
Select the Name of the Task
Select the Nature as Asset
Select the type as Task
Select the Activity, In-charge, Assigned-to
Enter all the fields in Plan.

Click here

Contents

WORKFLOW FOR CALL REGISTRATION: STEP1: To register the calls which come for small functional Problems Maintenance >Masters>Call Registration

Select the Number(Auto Generated)
Select the Type as Call Registration
Enter the Date
Enter the problem
Select all the fields under call From &callTo
Select Type of call as Indoor
Select call status as working
Select the Call details tab and Enter all the fields.
Click save/update

Click here Call Registration Step 2: To schedule and assign the calls and tasks

Maintenance>Transaction>Workbench

Select Type as Call

Click save/update

Path to view the various reports: !. Maintenance >Reports>Call >Call registration > Pending calls>Filter options >settings >PDF 2.Maintenance>Reports>Call>Call registration > Naturewise call summary Video Links: Asset & Activity creation Watch Video Click here How to register a call Watch Video Click here

Revisions

November 26, 2021 @ 10:06:44 [Current Revision] by arul
November 26, 2021 @ 10:06:44 by arul
July 1, 2021 @ 10:54:51 by arul
July 1, 2021 @ 10:47:46 [Autosave] by arul
September 4, 2018 @ 06:49:54 by arul
September 4, 2018 @ 06:48:33 by arul
September 4, 2018 @ 06:44:51 by arul
August 16, 2018 @ 07:37:11 by arul
August 14, 2018 @ 08:55:15 by arul
August 14, 2018 @ 08:47:23 by arul
August 14, 2018 @ 08:46:50 by arul
August 14, 2018 @ 08:45:28 by arul
August 14, 2018 @ 08:28:30 by arul
August 14, 2018 @ 08:20:47 by arul
August 14, 2018 @ 08:18:38 by arul
August 9, 2018 @ 04:53:15 by arul
August 9, 2018 @ 04:42:01 by arul
July 25, 2018 @ 04:55:26 by arul
July 25, 2018 @ 04:54:07 by arul
July 25, 2018 @ 04:51:22 by arul
July 25, 2018 @ 04:03:18 by arul
July 25, 2018 @ 03:39:55 by arul
July 25, 2018 @ 03:09:29 by arul
July 25, 2018 @ 02:38:34 by arul
July 25, 2018 @ 02:06:54 by arul
July 25, 2018 @ 01:44:53 by arul
July 25, 2018 @ 01:28:42 by arul
July 25, 2018 @ 00:59:12 by arul
July 25, 2018 @ 00:56:27 by arul
July 24, 2018 @ 19:24:54 by arul
July 24, 2018 @ 19:10:27 by arul

Revision Differences

July 25, 2018 @ 02:06:54	Current Revision
Title
Deleted: WORK FLOW FOR ~~ASSET~~ ~~MANAGEMENT~~	Added: WORK FLOW FOR FACILITY MAINTENANCE

-Deleted: <strong> </strong>
 Unchanged: <strong>ONE TIME STEPS TO DO:</strong>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- FLOW-MASTERS-1.png"><img class="alignnone wp-image-9614 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-FLOW-MASTERS-1.png" alt="" width="693" height="169" /></a>
 Unchanged: <strong>STEP 1: To Create the Activity Type  in Masters</strong>
-Deleted: <strong>Maintenance&gt; Masters&gt;Activity Type </strong>
+Added: <strong>Path: Maintenance&gt; Masters&gt;Activity Type </strong>
 Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ACTIVITY- TYPE.png"><img class="alignnone wp-image-9541 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ACTIVITY-TYPE.png" alt="" width="619" height="297" /></a></strong>
 Unchanged: For e.g.,
 Unchanged: <ul>
-Deleted:  <li><strong>Enter Code as PM</strong></li>
+Added:  <li>Enter Code as PM</li>
-Deleted:  <li><strong>Enter Preventive Maintenance</ strong></li>
+Added:  <li>Enter Preventive Maintenance</li>
 Unchanged:  <li>Enter  remarks for any explanation if required</li>
 Unchanged:  <li><strong>Click save</strong></li>
 Unchanged: </ul>
-Deleted: <strong>STEP 2: To create an Activity in the Masters</strong>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=14474" target="_blank" rel="noopener">Activity Type</a>
+Added: <strong>STEP 2: To create  the list of Activities  ( under each Activity Type) in the Masters</strong>
-Deleted: <strong> Maintenance&gt;Masters &gt;Activity</strong>
+Added: <strong> Path: Maintenance&gt;Masters &gt;Activity</strong>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ACTIVITY.png"><img class="alignnone wp-image-9542 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ACTIVITY.png" alt="" width="651" height="419" /></a>
 Unchanged: &nbsp;
 Unchanged: <ul>
 Unchanged:  <li><strong>Create a relevant code as e.g., MM</strong></li>
-Deleted:  <li><strong>Enter the Name as e.g.,Monthly maintenance</ strong></li>
+Added:  <li><strong>Enter the Name as e.g., Monthly maintenance</ strong></li>
 Unchanged:  <li><strong>Select the Activity type as Preventive maintenance</ strong></li>
 Unchanged:  <li><strong>Click save/update</ strong></li>
 Unchanged: </ul>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=9948" target="_blank" rel="noopener" >Activity</a>
 Unchanged: <strong>STEP 3: To create an Asset Type in Masters</strong>
-Deleted: <strong>Maintenance&gt; Masters&gt;Asset type</strong>
+Added: <strong>Path: Maintenance&gt; Masters&gt;Asset type</strong>
 Unchanged: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- TYPE.png"><img class="alignnone wp-image-9546 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-TYPE.png" alt="" width="849" height="573" /></a></strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select the Code category as Asset Type</strong></li>
 Unchanged:  <li><strong>Create a relevant code for an asset type e.g., AS000025AS</strong></li>
 Unchanged:  <li><strong>Enter  the Name  for the asset type e.g., POWER TRANSFORMERS< /strong></li>
 Unchanged:  <li><strong>Select the Tracking type</strong></li>
 Unchanged:  <li><strong>Select the Nature</strong></li>
 Unchanged:  <li><strong>Select the Asset schedule</strong></li>
 Unchanged:  <li><strong>Select the tab –Activity</ strong></li>
 Unchanged:  <li><strong>Enter the fields</strong></li>
 Unchanged:  <li><b>Use Add row to enter more than one activity</b></li>
 Unchanged: </ul>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=8703" target="_blank" rel="noopener">Asset Type</a>
-Deleted: <strong>STEP4. To create an  Asset in the Masters</strong>
+Added: <strong>STEP4. To create the list of  Assets (under each Asset Type) in Masters</strong>
 Unchanged: <strong> Maintanence&gt; Masters&gt; Asset</strong>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET.png"><img class="alignnone wp-image-9547 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/ASSET.png" alt="" width="937" height="521" /></a>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select Asset Type from the picklist e.g., POWER TRANSFORMER</ strong></li>
 Unchanged:  <li><strong>Create a relevant  Asset Code </strong></li>
 Unchanged:  <li><strong>Enter the Asset Name</strong></li>
 Unchanged:  <li><strong>Enter the batch serial</strong></li>
 Unchanged: </ul>
 Unchanged: 4(A): <strong>Select the tab - classification and fill all the details</strong>
 Unchanged: 4(B): <strong>Select the tab - parameter and fill all the details</strong>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- PARAMETER.png"><img class="alignnone wp-image-9544 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-PARAMETER.png" alt="" width="1317" height="579" /></a>
 Unchanged: <strong>4(C): Select the tab - FMS </strong>
 Unchanged: <strong><a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/FMS.png"><img class="alignnone wp-image-9549 size-large" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ FMS-1024x512.png" alt="" width="1024" height="512" /></a></strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select Party type as Own asset</strong></li>
-Deleted:  <li><strong>Select Running status as Running</strong></li>
+Added:  <li><strong>Select the Running status as Running</strong></li>
 Unchanged:  <li><strong>Select energy metering as Not required</strong></li>
 Unchanged:  <li><strong>Click update</strong></li>
 Unchanged: </ul>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=14517" target="_blank" rel="noopener">Asset</a>
+Added: <strong>STEP 5: To  create the  list of Parameters in the Masters</strong>
+Added: <strong>Path: Maintenance&gt; Masters&gt;Parameter</strong>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARAMETER.png"><img class="alignnone wp-image-9551 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARAMETER.png" alt="" width="689" height="581" /></a>
+Added: <ul>
+Added:  <li><strong>Create a relevant code</strong></li>
+Added:  <li><strong>Enter the name of the parameter </ strong></li>
+Added:  <li><strong>Enter all the fields</strong></li>
+Added:  <li><strong>Click save</strong></li>
+Added: </ul>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=14498" target="_blank" rel="noopener" >Parameter</a>
-Deleted: <strong>STEP 5: To select Asset &amp; Activity</strong>
+Added: <strong>Step 6: To set the Parameters for a particular Asset Type </strong>
+Added: <strong>Path: Maintenance &gt;Masters&gt;Parameter Set</strong>
+Added: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARAMETER- SET-1.png"><img class="alignnone wp-image-9564 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARAMETER-SET-1.png" alt="" width="667" height="577" /></a></strong>
+Added: <ul>
+Added:  <li><strong>Select the Code &amp; Name of the Asset Type (already created by you) for e.g., Breaker</strong></li>
+Added:  <li><strong>Select the parameters to set ( already created by you)</strong></li>
+Added:  <li><strong>Use Add Row to set more than one parameter</strong></li>
+Added:  <li><strong>Click save/update</ strong></li>
+Added: </ul>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=14509" target="_blank" rel="noopener">Parameter Set</a>
+Added: <strong>STEP 7: To  schedule the activities to be done  for each Asset</strong>
 Unchanged: <strong>Maintenance &gt;Masters&gt;Asset Activity</strong>
 Unchanged: &nbsp;
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/ASSET- ACTIVITY.png"><img class="alignnone wp-image-9545 size-large" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ ASSET-ACTIVITY- 1024x456.png" alt="" width="1024" height="456" /></a>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select Type as Asset</strong></li>
-Deleted:  <li><strong>Select  from the pick list (already created by you</strong>< strong> )                </strong></li>
-Deleted: </ul>
-Deleted: <strong>                    Asset Type</strong> <strong> </strong>
-Deleted: <strong>                     Asset</strong><strong>     </strong>
-Deleted: <strong>                     Activity</strong>
-Deleted: <ul>
+Added:  <li><strong>Select  the Asset Type, Asset &amp; the Activity from the pick list (already created by you</strong>< strong> )    </strong></li>
-Deleted:  <li><strong>Select the Assigned to as e.g., User </strong></li>
+Added:  <li><strong> < /strong><strong>Select the Assigned to as e.g., User </strong></li>
-Deleted:  <li><strong>Select the user from the picklist ( already created by you)</strong></li>
+Added:  <li><strong>Select the user from the picklist ( already created by your admin)</strong></li>
 Unchanged:  <li><strong>Select the Parameter set from the picklist (already created by you)</strong></li>
-Deleted:  <li><strong>Set the Scheduler by selecting the various option </strong></li>
+Added:  <li><strong>Set the Scheduler by selecting  from one of the various options </strong></li>
-Deleted:  <li><strong>Click update</strong></li>
+Added:  <li><strong>Click save/update</ strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP5. To  create  list of Parameters in the Masters</strong>
-Deleted: <strong>Click Masters&gt;Parameter</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Create a code</strong></li>
-Deleted:  <li><strong>Enter the name of parameter</strong></li>
-Deleted:  <li><strong>Enter all the fields</strong></li>
-Deleted:  <li><strong>Click save</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Step6.To set the Parameters for an Asset</strong>
-Deleted: <strong>Click Masters&gt;ParameterSet</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select the Code(of Asset)</strong></li>
-Deleted:  <li><strong>Select the Name (of Asset)</strong></li>
-Deleted:  <li><strong>Enter the remarks</strong></li>
-Deleted:  <li><strong>Select the parameters to set</strong></li>
-Deleted:  <li><strong>For more entries add click Add Row</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=10000" target="_blank" rel="noopener">Asset Activity</a>
-Deleted: <strong>STEP7: To create the Party with Branch</strong>
+Added: <strong> </strong> <strong>STEP 8: To create the Party with Branch</strong>
-Deleted: <strong> </strong>
 Unchanged: <strong>Click Accounts&gt;Master&gt; Ledger&gt;Party with Branch</strong>
-Deleted: <strong> </strong>
+Added: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/PARTY- WITH-BRANCH.png"><img class="alignnone wp-image-9566 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ PARTY-WITH-BRANCH.png" alt="" width="1255" height="571" /></a></strong>
-Deleted: <strong> </strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Create the codecategory as Party</strong></li>
-Deleted:  <li><strong>Create the Control Account</strong></li>
 Unchanged:  <li><strong>Create the code for the Party (Auto Generated)</strong></li>
 Unchanged:  <li><strong>Enter the Name, Shortname, currency of the Party</strong></li>
-Deleted:  <li><strong>Select account</strong></li>
+Added:  <li><strong>Select account </strong></li>
 Unchanged:  <li><strong>Select the Account Group </strong></li>
 Unchanged:  <li><strong>Select the tab – Party branch and enter all the fields.</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
+Added:  <li><strong>Click save/update</ strong><strong>  </strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
 Unchanged: <strong>STEPS TO DO ON A REGULAR BASIS:</strong>
-Deleted: <strong> </strong>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- FLOW-TRANSACTIONSpng-1.png"><img class="alignnone wp-image-9615 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-FLOW-TRANSACTIONSpng-1.png" alt="" width="681" height="143" /></a>
-Deleted: <strong>STEP1: To Create Task</strong>
+Added: <strong>STEP 1: To Create Task</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Maintenance&gt; Transactions&gt;Task Generation</strong>
+Added: <strong> Path: Maintenance&gt; Transactions&gt;Task Generation</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
+Added: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/TASK- GENERATION.png"><img class="alignnone wp-image-9552 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ TASK-GENERATION.png" alt="" width="551" height="385" /></a> </strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select Asset Type</strong></li>
 Unchanged:  <li><strong>Select the Asset</strong></li>
 Unchanged:  <li><strong>Select the Party Branch</strong></li>
 Unchanged:  <li><strong>Select the Activity</strong></li>
 Unchanged:  <li><strong>Enter the Task date</strong></li>
-Deleted:  <li><strong>Generate< /strong></li>
+Added:  <li><strong>Click Generate</strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
+Added: Click here <a href="http:// help.goodbookserp.com/?p=14574" target="_blank" rel="noopener">Task Generation</a>
-Deleted: <strong>STEP2: To schedule a Task</strong>
+Added: <strong>STEP 2: To schedule a Task</strong>
-Deleted: <strong>ClickMaintenance&gt; Transactions&gt; Task</strong>
+Added: <strong>Path: Maintenance&gt; Transactions&gt; Task</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
+Added: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/TASK-1.png"><img class="alignnone wp-image-9568 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/TASK-1.png" alt="" width="969" height="397" /></a></strong>
 Unchanged: <ul>
+Added:  <li><strong> Click the Plus sign to add a new task </strong></li>
-Deleted:  <li><strong>Task Number is Auto generated</strong></li>
+Added:  <li><strong>Task Number is Auto-generated< /strong></li>
 Unchanged:  <li><strong>Select the Name of the Task</strong></li>
 Unchanged:  <li><strong>Select the Nature as Asset</strong></li>
 Unchanged:  <li><strong>Select the type as Task</strong></li>
 Unchanged:  <li><strong>Select the Activity, In-charge, Assigned-to</ strong></li>
 Unchanged:  <li><strong>Enter all the fields in Plan.</strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
+Added: Click here
+Added: <h4 class="title style-scope ytd-video-primary- info-renderer"></h4>
-Deleted: <strong>WORK FLOW FOR CALL REGISTRATION:</strong>
+Added: <strong>WORKFLOW FOR CALL REGISTRATION:</strong>
-Deleted: <strong>STEP1: To register the calls which comes for small functional Problems </strong>
+Added: <strong>STEP1: To register the calls which come for small functional Problems </strong>
-Deleted: <strong>   Click CRM&gt;Masters&gt;Call Registration</strong>
+Added: <strong>   Maintenance &gt;Masters&gt;Call Registration</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
+Added: <strong> <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/CALL- REGISTRATION.png"><img class="alignnone wp-image-9548 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ CALL-REGISTRATION.png" alt="" width="1465" height="678" /></a></strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Select the Number(Auto Generated)</strong></li>
 Unchanged:  <li><strong>Select the Type as Call Registration< /strong></li>
 Unchanged:  <li><strong>Enter the Date</strong></li>
 Unchanged:  <li><strong>Enter the problem</strong></li>
-Deleted:  <li><strong>Select all the fields underCall From &amp;callTo</ strong></li>
+Added:  <li><strong>Select all the fields under call From &amp;callTo</ strong></li>
 Unchanged:  <li><strong>Select Type of call as Indoor</strong></li>
 Unchanged:  <li><strong>Select call status as working</strong></li>
 Unchanged:  <li><strong>Select the Call details tab and Enter all the fields.</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
+Added:  <li><strong>Click save/update</ strong><strong>  </strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP2:To register calls which comes for Breakdown</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Maintenance&gt; Breakdown&gt; Transaction</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select the Number(Auto Generated)</strong></li>
-Deleted:  <li><strong>Select the Type as Call Registration< /strong></li>
-Deleted:  <li><strong>Enter the Date</strong></li>
-Deleted:  <li><strong>Enter the problem</strong></li>
-Deleted:  <li><strong>Select all the fields under Call From &amp;callTo</ strong></li>
-Deleted:  <li><strong>Select Type of call as Outdoor</strong></li>
-Deleted:  <li><strong>Select call status as stop</strong></li>
-Deleted:  <li><strong>Select the Call details tab and Enter all the fields.</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>CALLS &amp; TASK MANAGEMENT:</strong>
-Deleted: <strong> </strong>
+Added: Click here <a href="http:// help.goodbookserp.com/ ?p=14583">Call Registration</a>
-Deleted: <strong>To schedule and assign the calls and tasks</strong>
+Added: <strong>Step 2: To schedule and assign the calls and tasks</strong>
-Deleted: <strong> </strong>
 Unchanged: <ul>
 Unchanged:  <li><strong>Maintenance&gt; Transaction&gt;Workbench< /strong></li>
-Deleted:  <li><strong>CRM&gt; Transaction&gt;Workbench< /strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>WORK FLOW FOR ASSET MANAGEMENT</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>ONE TIME STEPS TO DO:</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP1 .To Create the Activity Type (Group) in Masters</strong>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WORK- BENCH.png"><img class="alignnone wp-image-9555 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/2018/07/ WORK-BENCH.png" alt="" width="717" height="321" /></a>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
 Unchanged: <ul>
-Deleted:  <li><strong>Enter Code as PM</strong></li>
-Deleted:  <li><strong>Enter Preventive Maintanence</ strong></li>
-Deleted:  <li><strong>Click save/update</ strong></li>
+Added:  <li><strong>Select Type as Call </strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP2. To create an Activity in the Masters</strong>
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2018/07/WBpng.png"><img class="alignnone wp-image-9554 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2018/07/WBpng.png" alt="" width="705" height="463" /></a>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Maintenance&gt;Masters &gt;Activity</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
 Unchanged: <ul>
-Deleted:  <li><strong>Enter the code as MM</strong></li>
-Deleted:  <li><strong>Enter the Name as Monthly maintenance</ strong></li>
-Deleted:  <li><strong>Select the Activity type as Preventive maintenance</ strong></li>
 Unchanged:  <li><strong>Click save/update</ strong></li>
 Unchanged: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP3. .To create an Asset Type (Group for assets) in Masters</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Maintenance&gt; Masters&gt;Asset type</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Create the Code category as Asset Type</strong></li>
-Deleted:  <li><strong>Create the code (for asset type)</strong></li>
-Deleted:  <li><strong>Create the Name ( for asset type)</strong></li>
-Deleted:  <li><strong>Select the Tracking type</strong></li>
-Deleted:  <li><strong>Select the Nature</strong></li>
-Deleted:  <li><strong>Select the Asset schedule</strong></li>
-Deleted:  <li><strong>Select the tab –Activity</ strong></li>
-Deleted:  <li><strong>Enter the fields</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong>To perform more than one activity</strong>
+Added: <strong> Path to view the various reports:</strong>
-Deleted: <ul>
-Deleted:  <li><strong>Click add row and enter the field</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP4. To create an  Asset in the Masters</strong>
-Deleted: <strong>Click Maintanence&gt; Masters&gt; Asset</strong>
-Deleted: <strong> </strong>
-Deleted: &nbsp;
-Deleted: &nbsp;
-Deleted: <ul>
-Deleted:  <li><strong>Select Asset Type </strong></li>
-Deleted:  <li><strong>Enter Asset Code</strong></li>
-Deleted:  <li><strong>Enter Asset Name</strong></li>
-Deleted:  <li><strong>Enter the batch serial</strong></li>
-Deleted:  <li><strong>Select the tab - classification and fill all the details</strong></li>
-Deleted:  <li><strong>Select the tab - parameter and fill all the details</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
+Added: !. Maintenance &gt;Reports&gt;Call &gt;Call registration &gt; Pending calls&gt;Filter options &gt;settings &gt;PDF
+Added: 2.Maintenance&gt; Reports&gt;Call&gt;Call registration &gt; Naturewise call summary
 Unchanged: &nbsp;
+Added: <strong>Video Links:</strong>
+Added: <a href="http:// help.goodbookserp.com/ ?p=9628">Asset &amp; Activity creation Watch Video  Click here </a>
+Added: <a href="http:// help.goodbookserp.com/ ?p=9628">How to register a call Watch Video Click here</a>
 Unchanged: &nbsp;
 Unchanged: &nbsp;
 Unchanged: &nbsp;
 Unchanged: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select the tab – FMS </strong></li>
-Deleted: </ul>
 Unchanged: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select Party type as Own asset</strong></li>
-Deleted:  <li><strong>Select Running status as Running</strong></li>
-Deleted:  <li><strong>Select energy metering as Not required</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP5.To Select Asset &amp; activity</strong>
-Deleted: <ul>
-Deleted:  <li><strong>Click Masters&gt;Asset Activity</strong></li>
-Deleted:  <li><strong>Select Type as asset</strong></li>
-Deleted:  <li><strong>Select Asset Type</strong></li>
-Deleted:  <li><strong>Select Asset</strong></li>
-Deleted:  <li><strong>Select Activity </strong></li>
-Deleted:  <li><strong>Select the Assigned to</strong></li>
-Deleted:  <li><strong>Select the Parameter set</strong></li>
-Deleted:  <li><strong>Select the tab – Select Month under Scheduler</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP5. To  create  list of Parameters in the Masters</strong>
-Deleted: <strong>Click Masters&gt;Parameter</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Create a code</strong></li>
-Deleted:  <li><strong>Enter the name of parameter</strong></li>
-Deleted:  <li><strong>Enter all the fields</strong></li>
-Deleted:  <li><strong>Click save</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Step6.To set the Parameters for an Asset</strong>
-Deleted: <strong>Click Masters&gt;ParameterSet</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select the Code(of Asset)</strong></li>
-Deleted:  <li><strong>Select the Name (of Asset)</strong></li>
-Deleted:  <li><strong>Enter the remarks</strong></li>
-Deleted:  <li><strong>Select the parameters to set</strong></li>
-Deleted:  <li><strong>For more entries add click Add Row</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP7: To create the Party with Branch</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Accounts&gt;Master&gt; Ledger&gt;Party with Branch</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Create the codecategory as Party</strong></li>
-Deleted:  <li><strong>Create the Control Account</strong></li>
-Deleted:  <li><strong>Create the code for the Party (Auto Generated)</strong></li>
-Deleted:  <li><strong>Enter the Name, Shortname, currency of the Party</strong></li>
-Deleted:  <li><strong>Select account</strong></li>
-Deleted:  <li><strong>Select the Account Group </strong></li>
-Deleted:  <li><strong>Select the tab – Party branch and enter all the fields.</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEPS TO DO ON A REGULAR BASIS:</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP1: To Create Task</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Maintenance&gt; Transactions&gt;Task Generation</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select Asset Type</strong></li>
-Deleted:  <li><strong>Select the Asset</strong></li>
-Deleted:  <li><strong>Select the Party Branch</strong></li>
-Deleted:  <li><strong>Select the Activity</strong></li>
-Deleted:  <li><strong>Enter the Task date</strong></li>
-Deleted:  <li><strong>Generate< /strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP2: To schedule a Task</strong>
-Deleted: <strong>ClickMaintenance&gt; Transactions&gt; Task</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Task Number is Auto generated</strong></li>
-Deleted:  <li><strong>Select the Name of the Task</strong></li>
-Deleted:  <li><strong>Select the Nature as Asset</strong></li>
-Deleted:  <li><strong>Select the type as Task</strong></li>
-Deleted:  <li><strong>Select the Activity, In-charge, Assigned-to</ strong></li>
-Deleted:  <li><strong>Enter all the fields in Plan.</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>WORK FLOW FOR CALL REGISTRATION:</strong>
-Deleted: <strong>STEP1: To register the calls which comes for small functional Problems </strong>
-Deleted: <strong>   Click CRM&gt;Masters&gt;Call Registration</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select the Number(Auto Generated)</strong></li>
-Deleted:  <li><strong>Select the Type as Call Registration< /strong></li>
-Deleted:  <li><strong>Enter the Date</strong></li>
-Deleted:  <li><strong>Enter the problem</strong></li>
-Deleted:  <li><strong>Select all the fields underCall From &amp;callTo</ strong></li>
-Deleted:  <li><strong>Select Type of call as Indoor</strong></li>
-Deleted:  <li><strong>Select call status as working</strong></li>
-Deleted:  <li><strong>Select the Call details tab and Enter all the fields.</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>STEP2:To register calls which comes for Breakdown</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>Click Maintenance&gt; Breakdown&gt; Transaction</strong>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Select the Number(Auto Generated)</strong></li>
-Deleted:  <li><strong>Select the Type as Call Registration< /strong></li>
-Deleted:  <li><strong>Enter the Date</strong></li>
-Deleted:  <li><strong>Enter the problem</strong></li>
-Deleted:  <li><strong>Select all the fields under Call From &amp;callTo</ strong></li>
-Deleted:  <li><strong>Select Type of call as Outdoor</strong></li>
-Deleted:  <li><strong>Select call status as stop</strong></li>
-Deleted:  <li><strong>Select the Call details tab and Enter all the fields.</strong></li>
-Deleted:  <li><strong>Click update</strong></li>
-Deleted: </ul>
-Deleted: <strong> </strong>
-Deleted: <strong> </strong>
-Deleted: <strong>CALLS &amp; TASK MANAGEMENT:</strong>
-Deleted: <strong> </strong>
-Deleted: <strong>To schedule and assign the calls and tasks</strong>
-Deleted: <strong> </strong>
-Deleted: <ul>
-Deleted:  <li><strong>Maintenance&gt; Transaction&gt;Workbench< /strong></li>
-Deleted:  <li><strong>CRM&gt; Transaction&gt;Workbench< /strong></li>
-Deleted: </ul>
 Unchanged: <strong> </strong>
 Unchanged: <strong> </strong>
 Unchanged: <strong> </strong>
 Unchanged: <strong> </strong>
 Unchanged: <strong> </strong>
 Unchanged: <strong> </strong>
+Added: &nbsp;

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