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This screen provides a comprehensive tabular register of all assets and is available at /fm/asset-register.

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Overview

The Asset Register page uses useAssetRegisterData to load all assets for the current organization. Three summary cards display Total Assets, Total Purchase Value, and Total Book Value. An optional filter panel (toggled by a Filters button) provides dropdowns for Category, Status, Acquisition From, and Acquisition To date. The main data table (DataTable) shows: Asset Tag (linked to detail page), Name, Category, Site, Location, Status, Purchase Price, and Book Value. Two export buttons allow downloading as CSV or Excel using exportAssetRegisterToCSV / exportAssetRegisterToExcel.

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Who it’s for

Requires permission fm.dashboard.view. Financial export may require additional oversight — confirm with SME.

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Before you start

  • Hold fm.dashboard.view.
  • Ensure assets have purchase price and book value populated for meaningful totals.

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Steps

1

Open Asset Register

Navigate to /fm/asset-register via the FM sidebar or from the Assets page.
2

Review summary totals

Check the Total Assets, Total Purchase Value, and Total Book Value cards at the top.
3

Apply filters

Click Filters to expand the filter panel; select Category, Status, or a date range for Acquisition.
4

Browse the asset table

Review the asset list with purchase price and current book value columns.
5

Navigate to an asset

Click any Asset Tag link in the table to open that asset’s detail page.
6

Export

Click CSV or Excel to download the filtered asset register for offline use.

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Key concepts

  • Book value — current_book_value on each asset; reflects depreciation applied to date.
  • Total Purchase Value — sum of all purchase_price values in the filtered result set.
  • Export filenames — auto-generated as asset-register-YYYY-MM-DD.csv or .xlsx.

Facilities & Inventory

Facilities & Inventory core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fm.tsx
  • src/cores/fm/pages/AssetRegisterPage.tsx