Asset Tracker

🎯 Overview

The Asset Tracker is Nimbly’s physical asset lifecycle management system. It enables organizations to track equipment, tools, and inventory across multiple sites β€” from acquisition through maintenance to retirement β€” with full cost visibility, QR-code scanning, and analytics.

Quick Start


πŸ“‹ Core Documentation

Feature Areas

Technical Implementation


πŸ—ΊοΈ Feature Architecture

graph TB
    LIST[Asset List] --> DETAIL[Asset Detail]
    LIST --> CREATE[Create Asset]
    DETAIL --> EDIT[Edit Asset]
    DETAIL --> MAINT[Maintenance Tab]
    DETAIL --> ACT[Activity Tab]

    DASH[Dashboard] --> KPI[KPI Cards]
    DASH --> TREND[Cost Trend Chart]
    DASH --> ATTN[Attention Assets]

    SETTINGS[Settings] --> STATUSES[Statuses]
    SETTINGS --> TAGS[Tags]

    DETAIL --> QR[QR Code Modal]

    style LIST fill:#bbf,stroke:#333,stroke-width:2px
    style DASH fill:#f9f,stroke:#333,stroke-width:2px
    style SETTINGS fill:#bfb,stroke:#333,stroke-width:2px

πŸ“¦ Asset List & Inventory

The main list page (/admin/asset-tracker) shows all assets in the organization with real-time search, filtering, and pagination.

Columns

ColumnDescription
Asset NumberAuto-generated unique identifier (e.g. A-1001)
NameDisplay name of the asset
TypeSerialized (tracked individually) or Bulk (tracked by quantity)
StatusCurrent status with color indicator
SiteLocation the asset is assigned to
CustodianPerson or site responsible for the asset
Last UpdatedTimestamp of last change

Search & Filters

  • Search β€” by asset ID, name, or site
  • Status β€” multi-select filter
  • Type β€” Serialized / Bulk
  • Site β€” multi-select
  • Department β€” multi-select
  • Tags β€” multi-select with ANY / ALL matching mode
  • Warranty Expiry β€” date range
  • Last Scanned β€” date range

Actions

  • Export β€” download asset list as CSV
  • Bulk Import β€” upload assets via CSV template
  • Create Asset β€” navigate to creation form

βž• Creating an Asset

Navigate to /admin/asset-tracker/create. Required fields are marked with *.

Core Fields

FieldTypeNotes
Asset Name*TextDisplay name
Asset Type*SelectSerialized or Bulk
Asset NumberTextAuto-generated if left blank
Status*SelectFrom configured statuses
Site*SelectPhysical location
DepartmentSelectOrganizational unit
Custodian TypeToggleUser / Site / Unassigned
CustodianSearchPerson or site assigned to asset
TagsMulti-selectCategorization labels
Serial NumberTextManufacturer serial
Brand / ModelTextAsset metadata
Purchase PriceNumberOriginal cost
CurrencySelectCurrency for cost fields
Warranty DateDateExpiry date for warranty tracking
PhotoFile uploadDisplay image for the asset
Custom FieldsDynamicOrg-defined additional fields

πŸ” Asset Detail View

The detail page (/admin/asset-tracker/[id]) shows the full asset record with three tabs:

Overview Tab

Displays all asset metadata: name, asset number, type, serial number, site, department, custodian, tags, purchase price, warranty, and photo. Also shows the current status badge and last-updated timestamp.

Actions available:

  • Edit β€” navigate to edit form
  • QR Code β€” open QR code modal for printing/scanning
  • Change Status β€” update current status inline

Maintenance Tab

Lists all maintenance records for the asset with:

  • Event type (Corrective / Preventive)
  • Title, description, dates
  • Labor + material cost breakdown
  • Attachments
  • Performed by (user name)

Use Add Maintenance Record to log a new event. This is read-only; no data is modified through this view without explicit user action.

Activity Tab

Audit trail of all interactions β€” status changes, QR scans, field updates, assignments. Useful for compliance and operational reviews.


πŸ”§ Maintenance Tracking

Maintenance records capture the full cost and history of keeping an asset operational.

Event Types

TypeWhen to Use
CorrectiveReactive fix β€” something broke
PreventiveScheduled upkeep β€” routine service

Record Fields

FieldDescription
TitleShort description of the work done
DescriptionDetailed notes
Event TypeCorrective or Preventive
Start DateWhen work began
End DateWhen work completed
Labor CostPeople cost
Material CostParts/supplies cost
Performed ByName of technician or vendor
AttachmentsPhotos, invoices, reports (max 3 files, 7MB each)

Total maintenance cost is aggregated and shown on the asset detail and dashboard.


πŸ“Š Dashboard & Analytics

The dashboard (/admin/asset-tracker/dashboard) gives a real-time operational overview of the entire asset portfolio.

KPI Cards

KPIDescription
Total AssetsCount of all registered assets
Serialized / BulkBreakdown by asset type
AvailableAssets with β€œavailable” status
Under MaintenanceAssets currently in repair/service
Maintenance Cost / AssetAverage maintenance spend

Status Distribution

Pie chart showing the count and percentage of assets per status, with color coding matching configured status colors.

Maintenance Cost Trend

Line chart of cumulative maintenance spend over time. Period toggle: 7d / 30d / 90d.

Assets Needing Attention

Table of top 5 assets flagged for attention based on:

  • Warranty expiring within 30 days
  • Never been scanned (QR unscanned)
  • Long-overdue maintenance

Period Filters

All time-series data on the dashboard respects the selected period toggle. The dashboard config (βš™οΈ gear icon) lets you customise which KPI cards are visible.

Filter Drawer

Accessible via the Filters button β€” allows scoping dashboard data by site, department, status, tags, and date ranges.


βš™οΈ Settings

The settings page (/admin/asset-tracker/settings) has two tabs:

Statuses Tab

Configure the lifecycle statuses for your organization’s assets.

ActionDescription
Add StatusCreate a new status with label and color
Edit StatusUpdate label or color
Delete StatusRemove a status (only if no assets use it)

Built-in status keys (cannot be deleted): available, under_maintenance

Tags Tab

Manage categorization tags applied to assets.

ActionDescription
Add TagCreate a new tag name
Edit TagRename existing tag
Delete TagRemove tag from system

Tags support ANY / ALL match logic when filtering the asset list.


πŸ“· QR Codes

Every asset has a unique QR token generated at creation. The QR code modal (available on the detail page) displays a scannable code that:

  • Identifies the asset uniquely across the organization
  • Can be printed and attached to the physical asset
  • When scanned by authenticated users, logs an activity entry for tracking purposes
  • Works for anyone (no login required) to view basic asset information

For detailed documentation, see QR Code System.


βœ… Workflow: Register a New Asset

  1. Go to Asset Tracker β†’ Create Asset
  2. Fill in Asset Name, Type, Status, and Site (required)
  3. Optionally set custodian, tags, serial number, purchase price, warranty date
  4. Upload a photo if available
  5. Submit β€” asset is created with an auto-generated asset number
  6. Print the QR code from the detail page and attach to the physical asset

βœ… Workflow: Log a Maintenance Event

  1. Navigate to the asset detail page
  2. Click the Maintenance tab
  3. Click Add Maintenance Record
  4. Select event type (Corrective / Preventive)
  5. Enter title, dates, costs, and technician details
  6. Attach any photos or invoices
  7. Save β€” cost is added to the asset’s total maintenance cost