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This screen lists all facility assets and is available at /fm/assets.

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Overview

The Assets page uses ListPageLayout and loads assets via useAssetList. Users can search by text, filter by Status (from ASSET_STATUS_LABELS), filter by Category (from ASSET_CATEGORY_LABELS), and filter by Site (loaded via useOrganizationSiteOptions). An Add Asset button opens AssetFormDialog. A guided tour (assetManagementTour) can be started via the Help button.

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Who it’s for

Requires permission fm.dashboard.view. Viewing asset details requires fm.assets.view (confirm with SME).

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Before you start

  • Hold fm.dashboard.view.
  • Sites must be configured in the organization for the site filter to populate.

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Finding an asset

  1. Navigate to /fm/assets via the FM sidebar or the Total Assets stat card on the dashboard.
  2. Use the search bar and the Status, Category, and Site dropdowns to narrow results.
  3. Click Add Asset to open the asset creation dialog; fill in name, asset tag, category, and other required fields.
  4. Click any asset row to navigate to /fm/assets/:id.
  5. Click the Help button to launch the asset management guided tour.
  • Asset tag — the human-readable identifier for the asset (e.g., ASSET-001).
  • Asset status — values from ASSET_STATUS_LABELS (e.g., active, maintenance, retired, disposed).
  • Asset category — values from ASSET_CATEGORY_LABELS (e.g., equipment, furniture — confirm with SME).

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Viewing an asset

The Asset Detail page (/fm/assets/:id) loads a single asset via useAssetDetail. The header shows asset name, category badge, and status badge. A two-column grid contains: Details (type, condition, description), Location (site, building, room, location description), Identification (manufacturer, model number, serial number), and sidebar cards for Maintenance Summary (AssetMaintenanceSummaryWidget), Acquisition (acquisition date, purchase price, in-service date), Warranty & Service (warranty expiration, service contract vendor, contract expiration), and Depreciation (method, expected life, current book value, last depreciation date). A tabbed History card provides three tabs: Maintenance History, Location History, and Depreciation schedule. Actions include: Edit, Update Location, Link Work Order, Calculate Depreciation, and Dispose. Requires permissions fm.dashboard.view and fm.assets.view. Before you start: the asset must exist and not have been disposed (disposal disables the Dispose button).
  1. From the Assets list, click any row to navigate to /fm/assets/:id.
  2. Check the Details, Location, Identification, Acquisition, and Warranty cards.
  3. Click Update Location to open AssetLocationUpdateDialog and record a new site, building, or room.
  4. Click Link Work Order to associate an existing work order with this asset.
  5. If a depreciation method is set, click Calculate to run AssetDepreciationCalculateDialog.
  6. Use the Maintenance History, Location History, and Depreciation tabs to audit the asset lifecycle.
  7. For assets not yet disposed, click Dispose and complete AssetDisposalDialog.
  • Depreciation methods — values from DEPRECIATION_METHOD_LABELS (e.g., straight_line, declining_balance — confirm with SME).
  • Current book value — current_book_value field on the asset record.
  • Location history — recorded in asset.location_history each time AssetLocationUpdateDialog is submitted.

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/AssetsPage.tsx
  • src/cores/fm/pages/AssetDetailPage.tsx