Status mapping for your assets helps you track and manage their condition and availability effectively. By assigning specific statuses to your assets, such as 'available,' 'in use,' or 'under maintenance,' you can easily monitor their status at a glance.
Before we get started
Take note
- Only Owners and Admins can create and manage asset statuses
- Static and dynamic statuses can be created
- A history of statuses can be viewed from the assets listing page
- Existing statuses can be overridden with new statuses
Create Asset Status
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select your organization.
Step 3: Click on templates
Step 4: Create a form that has KPI's
If you have a form that already contains KPIs, continue to Step 5.
For guidance on how to create KPI's, read the article on : How to create KPIs
Step 5: Click Workflow
Step 6: Create or edit a workflow with an existing or new ASSET INPUT node
To create a workflow with an ASSET INPUT node, read the following article on: How to create Asset inspections
Step 7: Add CHANGE ASSET STATUS node
7.1 Right-click on the builder to open the node menu. Select the CHANGE ASSET STATUS node.
7.2 Connect the CHANGE ASSET STATUS node to the FILL A FORM node by drawing a line between the blue dots.
7.3 Connect the CHANGE ASSET STATUS node to the ASSET INPUT node by drawing a line between the orange dots
Step 8: Check mark Forms box in the GENERATE REPORT node
In the GENERATE REPORT node, check mark the form you would like included in the final PDF report
Step 9: Add static status or Dynamic status( Step 10)
9.1 Static status
Within the CHANGE ASSET STATUS node. Add any numerical value. All assets inspected will automatically receive the entered value as a status.
Step 10: Add dynamic statuses
10.1 Within the form template you created, Open your KPI builder and copy the result name and paste it into the CHANGE ASSET STATUS node with two curved brackets. e.g
Example of how to create a KPI :
10.2 Within the form you can add a single choice field type with the question What is the condition of the machine?
10.3 Several answer options can be added, each of which has a value attached to it.
10.4 In the KPI builder, add your formula
10.5 Copy the result name " Condition_ of_ Machine"
10.6 Publish the form template
10.7 Edit your workflow and follow step 10.1
Step 11: Publish the workflow
Step 12: Assign workflow to the team
12. 1 Click the three dots on the far right of the workflow
12.2 Click details
12.3 Click upgrade
12.4 Click Upgrade Assignment
Step 13: Start and complete workflow
Step 14: View Asset statuses
14.1 Click Assets
To customize your Asset status by colour or label, read the following article: How to add Status Mapping [ Add link]
And that's how easy it is. We hope this article helps in adding statuses to your assets. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!