In the FM Portal, all movable and immovable inventory items are referred to as "objects." There are many different types of objects that can be managed within the FM Portal.
Path to the starting point: Objects/Assets
Click the menu item Create New Object.
Enter the object type and matchcode.
Note: The object type is used to group various individual objects under a collective designation and is required in the "Matchcode" field to identify an object.
Now you can assign a room and workstation to your object or enter object information, such as its condition or warranty expiration date.
Tip: If you want to manage inventory that has been issued to a person working from home, it is recommended that you create a virtual room type. This can then be selected in the "Room and Workstation" section of the object form.
You can assign documents such as contracts or delivery notes to the object.
Note: View the object data sheet to access all information stored for the object.
Tip: If you want to create a large number of objects, use the Excel import function. You will need administrative rights to do this.
Discuss within your organization in advance how you would like to handle decommissioned or archived objects. For example, inventory items can be deactivated 📄 Datensätze deaktivieren IC2559 or transferred to a different status via 📄 Massenänderung IC1119 .
