Enterprise Asset Management Software

Full control over your Assets with EAM – Enterprise Asset Management Software

It takes time to gather all your asset information across your buildings and rooms. Once you have done this you will be in control. Whether manufacturing equipment or machines, or standard office assets such as air conditioning units or boilers – you need to know what assets you have. Our enterprise asset management software will allow you to easily manage your assets and analyse their maintenance history.

Once the asset register is established you can set up planned maintenance schedules and associate them with specific assets. These schedules will automatically generate planned jobs for your assets.  See more on our planned maintenance software.

In addition to associating planned schedules with your assets, you can also create reactive jobs against assets when there is an issue either from the main web application or from the apps.

Good asset management software helps you obtain quality asset information. This will help you make informed decisions over your assets. For example whether to repair or replace an asset in the future.

You can hold as much information as you want about each asset. For example, on the asset detail page there are over 20 fields you can use to hold information. This includes the serial number, manufacturer, install date and current value. In addition to this, you can record extra data for some of your assets by creating custom fields called Asset Attributes. There is no limit to what you can record.


Enterprise Asset Management Software – Strategy and First Steps

To begin your asset management strategy, first ask yourself which assets you want to focus on and what information you want to gather about them. For instance, some of your assets will want to be on a regular program of planned maintenance. These assets may benefit from a list of checks or tasks within an inspection list or checklist. An example of this would be fire safety equipment or deep cleans.

You can decide how to uniquely identify each asset with a set of asset numbers or codes. It makes sense to code the asset so that the code itself can give you information about the asset (such as its location).

How do you want to categorize your assets? Set up asset classes and group each asset into an asset class. Some clients have over 100 asset classes! Smart use of asset classes will also help with planned maintenance schedules.

Each asset has to live somewhere, so you can decide which site, location and sub-location you want to associate them with.

You can also generate QR codes for each asset and then fix a label to each asset with its QR code. This will allow you and other members of the team to scan the QR code. Scanning a QR code will bring up details of the asset immediately. This will also show evidence that the asset was visited or inspected.

Trackplan will help you achieve all of this with its strong and comprehensive Enterprise Asset Management Software module.


EAM in the Trackplan apps

You can now view and manage your assets from our mobile apps. Trackplan’s software lets you do this. View and search through all your assets and the asset details and job history. Create new jobs against these assets. Your team can also create assets from the mobile apps while out in the the field to make asset gathering that much easier.

See below some of our key asset management features

Create assets through the Trackplan interface and capture up to 20 asset related fields

These asset related fields include manufacturer, serial number, capacity, rating, install date and general comments. If you need to hold more you can create custom fields with Asset Attributes. See this described further below.

Asset Details

Upload assets from a spreadsheet in a pre-defined template.

1000s of assets can be uploaded in minutes. We provide a spreadsheet template with pre-defined columns which you then add your assets to. You can even link your assets on each row with up to 3 planned preventative maintenance schedules you have set up in the planned maintenance module.  The spreadsheet will add new assets or update them if they already exist.

Custom Fields with Asset Attributes

Capture additional custom information about assets by adding your own custom fields with Trackplan’s asset attributes feature. There are up to 13 different field types you can add. This includes date fields, document and image fields, Yes or No fields and drop-downs. This offers great flexibility. You can create as many Asset Attribute templates as you want and apply them to different groups of assets. In addition, as well as seeing the asset information on each asset detail page, you can also download and view all the asset custom fields in one report.

Set Asset Statuses and manage the asset condition over time.

With Trackplan’s enterprise asset management software, you can set up your own asset statuses. For example, Good Condition, Out of Service, Needs Replacement. You can set up as many statuses as you like, and then you can set the status for each asset. Even better, the history of asset statuses for each asset is maintained. This allows you to look at the history of the asset status changes for each asset. You can also link some of the statuses to being “Out of Condition” or “In Fault” to get a summary of hours that an asset was in these conditions for.

QR Codes – create QR codes for your assets.

A QR code is just a string of letters and numbers which translates into a scannable code. QR codes are generally termed as advanced barcodes. These codes hold and  display information in 2 dimensions, whereas traditional barcodes only hold information in the horizontal direction. This means QR codes can hold more information. Pretty much unlimited. When you are setting up your QR codes in Trackplan you just enter a string of letters and numbers. These could be your asset code for example – keep it simple! You can also print your QR codes from Trackplan to A4 or 8.5×11 labelled paper.

Once your QR code labels are fixed to your assets, you can then scan them in Trackplan from the main application or the mobile apps.  This brings up the asset details and records evidence of the scan.

Create, view and manage planned maintenance schedules for each asset

Also see our module for Planned Preventative Maintenance Software.  From the asset details page you can see all the planned maintenance schedules that the asset is linked to. This includes the next due date of the planned job, who is doing the work and the last completed job. You can attach the asset to other planned maintenance schedules or even create a new one from the asset details area.

Job maintenance and spend history for each asset.

Every reactive and planned maintenance job is stored in the software and database indefinitely. So when you access the asset details page for an asset you can see all the reactive and planned jobs for that asset. In addition you can also see the spend against the asset. This will help with those repair or replace decisions!

Set up checklists and inspections for each asset

For each asset you may want to perform periodic inspections, surveys or checklists. You can design your own forms for this anyway you like. You can then complete the inspection form on an ad-hoc basis, or attach the inspection form to a planned maintenance schedule. This then creates planned jobs with the inspection form attached for the engineer to complete from the app or the main application. A history of each inspection or survey is kept for future review from each asset detail page.

Watch the Enterprise Asset Management Video