Populate the data

Data may be entered in any order as needed; however, it can be helpful when you start out to enter your data in the order described below for a smooth flow, minimizing the back-and-forth jumping from one area of the database to another. Below is a summary of the steps to populate your database.

Step 1: Selection Fields

Open the Options page by clicking the Options button in the main navigation, and then click the Selection Fields link located in the left side navigation area.

Next, choose a selection field to update by clicking on Status, Condition, Job Title, or Shifts. You can add, edit, and delete values for each selection field as needed.

If you don't have all of the data now, that's ok. You can always enter it in later, but entering it now will allow you to easily select it when adding Asset and Personnel records in the following steps.

Step 2: Asset Types, Locations, and Personnel Groups

Locate the navigation folders on the left side of the main Asset List page. Right-click on a folder and then choose from the menu option to add New, Rename, or Delete a folder. Use this process to organize the Asset Types and Locations on the Asset List, and then repeat the same process for the Personnel Groups on the main Personnel List page.

You can edit the position within the folder hierarchy by dragging and dropping a folder from one level in the hierarchy to another.

Step 3: Personnel

Next, enter your master list of Personnel on the Personnel tab. Begin a new record by clicking the "New Person" button. Fill in the information and then click the Save button to add the new person to the list. The personnel entered in this section will appear in the list of personnel on the Check Out form for an asset.

Step 4: Vendors

Add new vendors by clicking the "New Vendor" button on the main Vendors tab. The vendors will appear in the drop-down selection field on the Asset Form -  Purchasing tab.

Step 5: Assets

After entering the Selection Field Values, Personnel, and Vendors, you can add Asset records and use the drop-down fields to select from the existing values that you have set up. To add an Asset record, click the "New Asset" button and then fill in the information.

Step 6: Report Header and Footer

To change the default header and footer on reports, go to the main Options page by clicking the button in the Main Navigation along the top, and then click the Report Options link located in the left side navigation area. You can then enter the values for the Header and Footer as needed, and then Save the changes.