Learn how to manage and navigate the assets tab in the customer portal.
The Assets Tab in Chekhub’s customer portal allows you to view and manage all the assets associated with your team. Assets refer to the equipment, tools, or resources that your team relies on to operate effectively. By managing these assets within Chekhub, you can maintain oversight on their status, location, and any maintenance or tasks related to them.
Asset Statistics
The Assets Tab provides valuable statistics that help you track your assets efficiently:
- Sites: Displays the number of active sites. Knowing how many active sites are in use helps you manage multiple locations and ensure assets are properly distributed across your operational areas.
- Assets: Shows the number of assets within the selected site. This helps you quickly assess asset inventory and availability at a specific location.
- Watching: Indicates the number of assets you are monitoring within a site. By tracking specific assets, you can stay informed on their status, any maintenance needs, or any tickets related to them.
These statistics provide a snapshot of your asset management system, enabling you to take actions such as redistributing assets, managing site-specific needs, or ensuring proper oversight of critical equipment.
Sites Panel
In the Sites Panel, you can search for and view the sites associated with your team. A site refers to a specific physical location within the broader hierarchy. Sites are essential for organizing and managing assets geographically. For example, a site could be a particular building within a campus or a facility in a city, making it easier to manage resources across different locations.
Assets Table
The Assets Table allows you to search through your assets by name and view key information such as description, location, number of sub assets and more.
You can also customize the table by managing the columns and selecting the viewable data fields most important to you. This flexibility ensures that you have quick access to the most relevant details for each asset.
By selecting an asset, you can see detailed information like the overview, connections, tickets, PMs, and Attachments.
Exporting the Assets Table
Using the export icons in the bottom-right corner of the table, you can export your assets table in formats like CSV, Excel, JSON or print.
This export feature is particularly useful when you need to share asset data with other team members, create reports, or perform further analysis outside of the portal. You can also filter which columns to export, ensuring that you’re only including the most important information in your export.
The Assets Tab in Chekhub’s customer portal is a powerful tool for managing the physical resources your team depends on. With features like site management, detailed asset views, and customizable exports, you can ensure your team’s assets are organized and well-maintained for maximum operational efficiency.