The Overview Dashboard
One screen that answers two questions: what is going on with our equipment, and what needs me today. It is the module's front door — the sidebar entry opens here, not on the register — because on an estate of any size the summary is the useful first view and the list is one click away.
ams/overview). Everybody
with basic Assets access can open it. What you see on it, though, is shaped by your own
permissions — see Who sees what below.
The filter bar
Three controls at the top narrow the whole page at once — every figure, the queue and both cards obey them:
- Category — one class of equipment, for example only laptops.
- Location — one site or room.
- Book — which set of financial figures the money tile reports from. Only appears if you are allowed to see finance at all.
A site manager filtering to their own location gets a page about their own equipment, which is the intended use. There is also a Refresh control that recomputes everything on demand rather than waiting for the cached figures to age out.
The seven headline figures
| Figure | What it counts | Clicking it |
|---|---|---|
| Live assets | Everything currently in the register. It matches the register's own total exactly — the two are counted the same way on purpose, so they can never disagree. | Opens the register. |
| Active custody | How many items are currently signed out to somebody. The note underneath tells you how many of those are still waiting to be confirmed received. | Opens Custody, if you may see it. |
| Available | Equipment nobody is holding and whose status allows it to be handed out. Not simply “unassigned” — a broken laptop in a cupboard is unassigned and is not available. | Nothing — and deliberately so. No listing page filters on exactly this combination, so every possible destination would show a bigger number than the tile and look like a bug. |
| Open issues | Fault reports still waiting to be dealt with. | Opens Service. |
| Audit due | Equipment that has gone past, or is close to, its next count. | Opens Audits, if you may see them. |
| Net book value | What the estate is currently worth in the selected book. Only shown if you hold the finance permission — the tile is simply absent otherwise. | Opens Accounting. |
| Data quality | The average completeness score of the records themselves, out of 100. | Opens the Data Quality Workbench, if you may see it. |
The attention queue
The part of the page that is actually a to-do list. Eight different kinds of problem are pulled together, ranked against each other, and shown as one sortable, searchable, pageable table — so the most urgent thing in the company is at the top regardless of which subsystem raised it.
| Queue | What lands in it | Where the row goes |
|---|---|---|
| Overdue return | Past its return-by date and still out. | The asset |
| Overdue acceptance | Handed over, never confirmed received, past the window. | The asset |
| Severe issue | A serious fault report still open. | The fault report |
| Audit discrepancy | A count found something that has not been settled. | The campaign |
| Caretaker gap | Equipment held by a branch, department or project with nobody currently answerable for it. | The caretaker register — a gap is a situation, not a record, so there is nothing single to open |
| Disposal pending | A disposal waiting on a decision or on evidence. | The disposal |
| Depreciation run | A period prepared and waiting for review, approval or posting. | The run |
| Low data quality | Records scoring below the threshold. | The asset |
Each row shows what it is, how urgent, what it is about and when it became due. You can filter to a single queue when you want to work one kind of problem end to end, and search within it. Rows whose destination you are not permitted to open are shown without a link, for the same reason the tiles are.
Who is holding what
A breakdown of open custody by kind of holder — people, branches, departments, projects, rooms — with, for each, how many items they hold and how many of those have been confirmed received. Two summary figures sit alongside it:
- Acceptance coverage — what share of everything currently out has actually been signed for. This is the number an auditor asks about: unaccepted equipment is equipment the company says somebody has and that they have never said they have.
- Caretaker coverage — what share of the holders that need somebody answerable have one. Equipment issued to a room or a department has no natural person attached, which is exactly what a caretaker is for.
It also reports how much is currently unassigned — sitting in stock, held by nobody.
Recent movements
A short feed of the last five things that happened to equipment: handovers, acceptances, transfers, returns. Each entry names the asset, who did it and how long ago, and links straight to the asset. It is the fastest way to answer “what changed since yesterday?” without opening anything.
Five is a glance, not a limit. View all movements at the foot of the card opens the whole custody ledger in a full-width window, one page at a time. There you can:
- Pick a date range — the two calendar buttons are a from and a to. Set either or both; the small Clear link inside the calendar removes it again.
- Filter by who made the movement — the list offers only people who actually appear in the ledger, so every name in it returns something. Movements made by the system itself (an integration, rather than a person) are grouped under the product name.
- Search across the asset, its tag, the movement title and the note.
- Sort by date, movement type, asset or person. The notes column is a preview — hover it to read the whole thing.
The window inherits whatever category and location the page is filtered to, so it opens showing the same slice of the estate the card was describing.
Condition health
The whole estate grouped by the condition it is recorded in, worst first, with each band's share of the total. Bands the company has marked as recommending replacement are called out, so this is the card that turns into a budget conversation.
Condition bands are your own vocabulary, not a fixed list — so this card reads back whatever wording your company chose.
Why the numbers are a few minutes old
The figures behind this page are expensive to compute over a real estate, so they are cached briefly and shared — five minutes by default, adjustable by an administrator. The page states how long the cache lasts, and the Refresh control recomputes on demand when you need this second's answer.
Who sees what
| Permission | Changes what on this page |
|---|---|
| Assets: Entries | Opens the page at all. Everything below assumes it. |
| Assets: Finance | Adds the net book value tile and the book filter, and makes the disposal and depreciation queue rows clickable. |
| Assets: Custody | Makes the custody tile and the caretaker-gap rows clickable. |
| Assets: Audit (or Perform Audits) | Makes the audit tile and the discrepancy rows clickable. |
| Assets: Data Quality | Makes the data-quality tile clickable. |
Nothing on the page lies to you about a number you are not allowed to act on — the figures are visible, the destinations are not. Money is the one exception: if you cannot see finance, the money is not computed at all.