Fix Equipment Integration in Dash SaaS

Fix Equipment Dashboard

• The Fix Equipment Dashboard provides a comprehensive overview of your equipment inventory and activities. The dashboard displays multiple statistics cards showing totals for Assets, Audits, Maintenance, Accessories, Components, and Consumables.
• The dashboard features an interactive maintenance calendar with color-coded status indicators that allow you to view and schedule maintenance activities.
• The Asset Status Distribution section displays a dynamic pie chart showing status-wise asset distribution with custom color coding based on your configured statuses. The chart includes a legend with count badges and handles assets without status assignments.
• The Recent Assets section shows recently added assets with images and details. The Recent maintenance section shows recent maintenance activities with status badges. The Quick Actions panel provides direct navigation to key modules, while the Compliance Alerts section highlights expired licenses and rejected audits.

System Setup

The System Setup section allows you to configure the foundational data required for the Fix Equipment system. This section includes five main configuration areas that must be set up before using other parts of the system, providing the backbone for all dropdown selections and relationships throughout the application.

Location Management

• To create a new Location, click the “Create” button at the top of the location page. Enter the Location Name, Address, and Description.
• You can also upload an Attachment if needed. The list page shows all locations in a table with columns for Attachment, Location Name, Address, and Description. You can perform actions like edit or delete on each location record.

Depreciation Management

• To add a new Depreciation record, click the “Create” button. Fill in the Depreciation Title and enter the Depreciation Rate percentage.
• The list page displays all depreciation records with columns for Depreciation Title and Depreciation Rate. Available actions include edit and delete.

Manufacturer Management

• To create a new Manufacturer, click the “Create” button and enter the Manufacturer Title. The list page shows all manufacturers with columns for Manufacturer. You can edit or delete each manufacturer record.

Category Management

• To add a new Category, click the “Create” button. Enter the Category Title and select the Category Type from Asset, Accessories, Licenses, Components, and Consumables.
• The list page displays categories with columns for Category and Category Type. Actions available are edit and delete.

Status Management

• To create a new Status, click the “Create” button. Enter the Status name and choose a Status Color to represent this status visually.
• The list page shows all status records with columns for Title and Color. You can edit or delete each status record.

Asset Management

• To create a new Asset, click the “Create” button at the top of the assets page. Enter the Asset Name, Model, and Serial Number. Upload an Asset Image if available.
• Fill in the Purchase Date and Purchase Price. Select the Location from the dropdown menu, choose the Supplier from users with a vendor role, select the Manufacturer and Category from their respective dropdowns. Choose the Status, Asset image, and Depreciation method, then add a Description.
• The list page shows all assets with columns for Asset image, Asset, Name, Purchase Price, Category, Purchase Date, and Status. Available actions include View, Edit, and Delete. You can also reset, reload, and export the list whenever you want.
• You can use the search function to find a specific Asset. Switch between list and grid view using the view toggle buttons. And apply the filter Category from the dropdown (comes from the system set-up category Section), status from the dropdown (comes from the system-setup status section) using the filter, and choose location from the dropdown (comes from the system set-up location Section). Click apply to activate the filter or clear to remove it.

• When clicking View on an asset, you can access detailed information, including Asset Details, and manage related items like Accessories, Components, Consumables, Maintenance records, and Licenses. Each of these sections has its own create and manage functionality within the asset view.

License Management

• To create a new License, click the “Create” button at the top of the licenses page. Enter the Title and select the Category from the dropdown. Choose the Asset this license is associated with, then enter the License Number.
• Fill in the Purchase Date, Expire Date, and Purchase Price. The list page displays all licenses with columns for Title, Category, Asset, License Number, Purchase Price, Purchase Date, and Expire Date. You can edit or delete each license record.
• You can use the search function to find a specific License. Switch between list and grid view using the view toggle buttons. And apply the filter Category from the dropdown (comes from the system set-up category section), asset from the dropdown (comes from the asset section). Click apply to activate the filter or clear to remove it.

Accessories Management

• To create a new Accessory, click the “Create” button at the top of the accessories page. Enter the Title and select the Category from the dropdown menu.
• Choose the Asset this accessory belongs to and select the Manufacturer from the dropdown. Select the Supplier from users whose role is vendor, then enter the Price and Quantity.
• The list page shows all accessories with columns for Title, Category, Asset, Manufacturer, Price, and Quantity. You can edit or delete each accessory record.
• You can use the search function to find a specific accessory. Switch between list and grid view using the view toggle buttons. And apply the filter Manufacturer from the dropdown (comes from the system set-up manufacturer section). Click apply to activate the filter or clear to remove it.

Consumable Management

• To add a new Consumable, click the “Create” button at the top of the consumables page. Enter the Title and select the Category from the dropdown. Choose the Asset this consumable is related to and select the Manufacturer from the dropdown.
• Enter the Date, Price, and Quantity for the consumable item. The list page displays all consumables with columns for No, Title, Category, Asset, Manufacturer, Price, Quantity, and Date. Available actions include edit and delete.
• You can use the search function to find a specific Consumable. Switch between list and grid view using the view toggle buttons. And apply the filter Manufacturer from the dropdown (comes from the system set-up manufacturer section). Click apply to activate the filter or clear to remove it.

Components Management

• To create a new Component, click the “Create” button at the top of the Components page. Enter the Title and select the Category from the dropdown menu.
• Choose the Asset this component belongs to, then enter the Price and Quantity. The list page shows all components with columns for Title, Category, Asset, Price, and Quantity. You can edit or delete each component record.
• You can use the search function to find a specific Component. Switch between list and grid view using the view toggle buttons.

Pre Defined Kit Management

• To create a new Pre Defined Kit, click the “Create” button at the top of the page. Enter the Kit Title and select the Asset from the dropdown menu.
• Choose the Component from the dropdown that will be included in this kit. The list page displays all kits with columns for Title, Asset, and Component. Available actions are edit and delete. You can use the search function to find a specific Pre Defined Kit.

Maintenance Management

• To add a new Maintenance record, click the “Create” button at the top of the maintenance page. Add the Maintenance Type manually and choose the Asset from the dropdown menu.
• Enter the Price for the maintenance, select the Maintenance Date, and add a Description of the maintenance performed.
• The list page shows all maintenance records with columns for Maintenance Type, Asset, Price, and Maintenance Date. You can edit or delete each maintenance record.
• You can use the search function to find a specific Maintenance. Switch between list and grid view using the view toggle buttons.

Audit Management

• To create a new Audit, click the “Create” button at the top of the audit page. Enter the Audit Title and select multiple Assets from the dropdown menu and select date.
• When you select multiple assets, a data table will display showing the type, title, and quantity for each selected asset.
• Choose the Audit Date and click the “Create” button to complete the audit creation. The list page displays all audits with columns for Title, Date, and Status. Available actions include Status (clicking this opens a pop-up where you can set the audit status to Approved or Rejected), View, Edit, and Delete.
• You can use the search function to find a specific Audit. And apply the filter Status from the dropdown (comes from the system setup status Section). Click apply to activate the filter or clear to remove it.