To define a custom asset status code

Custom status progression values pertinent to the management of an asset record can be created, with each being linked to an overarching master code, categorising its purpose and scope. These additional codes provide an extra layer of granularity in the overall resource status tracking process, and can be assigned manually to an individual asset record in line with prescribed workflow rules.

The procedure to define a custom asset status code is as follows:

1. Navigate to Quick Menu > Assets > Configuration > Status Codes. The Status Code Details window is displayed.
2. Click on New Status. All fields are activated ready for data entry.
3. Enter a name for the custom asset Status code into the field provided 1 1.
4. Enter a Description for the asset status code into the field provided.
5. Using the Company drop-down field, multi-select all companies for which this status code is relevant, or choose the All option, as required 2.
6. Using the Master status drop-down field, select an appropriate parameter value to reflect the overarching status for the new code i.e. Void, Under Agreement, Disposed, Out of Management or Non-Lettable.
7. Where the asset status code is the default progression setting for the overarching master status, activate the Map to default master tick box provided 2.
8. Choose an Effective from date for this asset status code i.e. the date on which it came into effect 3.
9. Choose an Effective to date if the asset status code is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the parameter will be continually valid.
10. Click on Save. The new asset status code is displayed in the alphabetical list, underneath the assigned classification heading 4.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all custom asset status codes, including a reference to the overarching master status.

2 Where only a small number of parameter values are not required, activate the tick box first and then deselect items using the drop-down field; the tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the name entered for each asset status code is unique for the effective period.

2 Only one asset status code can be assigned as the default for a specific master status classification within a single company; where an existing status code already has this setting the end user will need to reaffirm one or the other.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an existing parameter, expand a classification heading and select an asset status code from the alphabetical list, or type its name into the Search Status field. By default the list is filtered to show Current status codes. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.

See related topics...

Assets configuration management overview