Asset Status Set Up

Owned by Nathan Schafer
Last updated: Sept 11, 2024 by Merlin Villela
3 min read

You have the ability and control to set up, change and color-code asset statuses to keep track of your assets. This is a great tool to look at your asset list to see specific statuses or export your status list to different people inside or outside your organization.

Overview

The system has six statuses set up by default.

  • Available

  • Scheduled for Repair

  • Awaiting PM

  • Waiting for Parts

  • Red Tagged to be Repaired

  • Currently being Repaired

 

Add an Asset Status

  1. Navigate to the System Settings Tab in the left side menu panel under Admin

  2. Click Asset Status Set Up

  1. Click New Status

  2. Click New Status button

  3. Enter the Status name to be used

  4. Enter the status code which is an abbreviation for the code

    1. For example, waiting for parts might have WP as its abbreviation

  5. Choose the color to be associated with the status

  6. Select whether the newly created status considers the assed to be available or unavailable for downtime purposes

  7. Click Save

Once you set up your custom statuses, you can see them in many areas of RTA. You can view all asset statuses in the Asset Status Search Screen.

Editing an Existing Asset Status

  1. Navigate to the System Settings Tab in the left side menu panel under Admin

  2. Click Asset Status Set Up

  1. Click on the status to be edited from the list

  2. Edits can be applied to the status name, color, and availability

The top status “Available” is the only status you cannot edit or change.

Deleting an Asset Status

  1. Navigate to the System Settings Tab in the left side menu panel under Admin

  2. Click Asset Status Set Up

  1. Click the trash icon next to the status to be deleted

  2. Click Delete in the confirmation window

This action removes the status as an option to add to assets going forward though any asset that currently has that status applied will remain in that status until it is changed.