Copying an Asset Record

Introduction:

Often there is a great deal of repetition when creating asset records.  You can use the Copy Asset feature to create asset records for several assets with similar details.  For example, if you have to create asset records for 12 lawn mowers, you can save time by creating an asset for the first lawn mower and then copying it for the remaining lawn mowers.  Copying an asset can be easily done by following these few simple steps:

This article applies to + Basic, + Professional, and + Enterprise.

Instructions:

1.  Click on the Modules tab, then click on the Assets tab on the main ribbon of ManagerPlus.

2.  Create a new asset or open an already existing asset from your desktop computer that you wish to copy.

If creating a new asset, all required fields must be filled in and then saved before you can proceed to Step 3.

3.  To copy an asset, click on the Copy Asset icon.

4.  Type a name for the new asset, from here, you can select the items you want to include in the copied asset record by selecting the appropriate check boxes, which include:

  • Schedules
  • Parts
  • Notes
  • Attachments
  • Custom Fields

5.  Once you have selected the items you want to include on the copied work order, you can continue in two ways, depending on what your needs are,  You can either select Copy, which will copy the work order and allow you to continue to copy more work orders, using the same current template, or you can select Copy & Close, which will copy the work order, then close the current screen, taking you to the newly copied work order.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Manage Notes on an Asset, click here.

To learn how to Manage Images on an Asset, click here.

To learn how to Manage an Attachment on an Asset, click here.

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