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Assets

 

The Assets grid serves as the central operational hub for managing items.

Key Asset Actions

  • Manual Creation: Click the + button. Enter the mandatory Asset ID alongside optional descriptive attributes (Building, Room, Manufacturer, Model, Serial Number).
  • Error Handling: If validation fails during import, RedBeam isolates the invalid rows and provides a downloadable error log identifying specific cell discrepancies.
  • Column Customization: Click the column management icon in the top right corner to drag-and-drop column orders or hide non-essential data columns. Settings are stored on a per-browser basis.

Batch Import: Upload spreadsheet files (xlsx or .csv). Map file columns to standard or custom RedBeam fields using the interactive mapping interface. New assets are created. Existing assets are updated.

 

4.3a Asset Data Categorization Tabs

Tab Name

Key Data Fields & Capabilities

Details

Asset ID, Description, Company*, Building*, Room*, Department, Asset Type, Assigned Person, Serial Number, Status, Manufacturer, Model, Condition, RFID Tag ID, Notes.

Accounting

PO Number, Vendor, Financial Account, Acquisition Date**, Original Cost**, Scrap Value**, Recovery Period (Years)**, Lease & Warranty dates.

Checked Out

Active borrower details, Check-Out Timestamp, Reference Number, Associated Project, Expected Due Date.

Custom Fields

Customizable dropdown menus, free text entries, user-defined date selectors, and binary toggle switches.

Maintenance

Historical and scheduled service logs, work order notes, service cost tracking, and technician comments.

Attachments

Upload equipment manuals, receipts, or photos. Direct mobile camera integration for real-time visual inspection attachments.

Location History

Log recording every Company, Building, and Room update of the asset.

Audit History

Immutable audit log recording every data addition, alteration, clear event, user ID, and timestamp.

Ellipses (…)

Mark the asset is

 

 

*Company, Building, and Room form a three-tier nested hierarchy: each room is assigned to a building, and each building is assigned to a company.

**RedBeam calculates straight-line asset depreciation automatically based on acquisition date, purchase cost, recovery period (years), and any optional scrap value. The scrap value is deducted from the initial cost prior to calculation. Depreciation accrues monthly starting at the close of the first full month after acquisition and ends when the asset reaches full depreciation.