Navigating Your Asset Management Dashboard

Overview

Welcome to your Civicly App’s Asset Management Dashboard, a comprehensive tool designed to provide a real-time overview of your assets, their valuation, conditions, and maintenance schedule. 

This guide will walk you through the various sections of the dashboard, detailing what information is available and how you can interact with the platform to manage your assets effectively.

Dashboard Features

Total Assets Summary

• Instantly view the total number of assets under management, categorised into active and inactive assets. 
• Use the "Add New" option to incorporate new assets into your portfolio seamlessly.

Assets Value

• View high-level information on your assets, including purchase value, insurance value, and the percentage difference in value over time.
• Review and assess the financial performance of your assets to make informed decisions about future investments or disposals.

Average Lifespan

• Understand the average lifespan of your managed assets, providing insights into their longevity and maintenance needs.
• Plan for asset replacement or major maintenance based on the average lifespan data. 

Location and Weather

• The dashboard presents the location of your assets along with the current weather conditions, which helps managing assets sensitive to weather changes.
• You can adjust maintenance schedules or protective measures based on weather conditions to prevent damage.

Assets Locations

• An interactive map gives you a geographical overview of your asset distribution.
• Explore asset locations on the map, making planning for site visits or inspections easier.

Asset Categories 

• A handy count view of the various asset categories your council is managing.

Upcoming Inspections

• A detailed list of upcoming inspections, including asset names, last inspection dates, asset types, and next inspection dates.
• Schedule, reschedule, or prepare for upcoming asset inspections to ensure compliance and maintenance are up to date.

Total Charges Breakdown and Asset Condition

• Access a breakdown of charges related to the maintenance, repair, and overall condition of your assets.
• Use this financial insight to allocate the budget effectively, planning for future costs related to asset management.

Utilizing Your Dashboard

Your Asset Management Dashboard is designed to offer a 360-degree view of your asset portfolio, combining financial, operational, and locational data into one intuitive interface. 

Here's how you can make the most out of your dashboard:

1. Regularly Review Asset Status: Keep an eye on the Total Assets Summary and Asset Condition sections to understand the current status and health of your assets.

2. Financial Planning: Utilise the Asset Valuation and Total Charges Breakdown to inform your financial planning and budget allocation.

3. Maintenance Scheduling: The Upcoming Inspections section helps you stay ahead of maintenance needs, ensuring your assets remain in optimal condition.

4. Weather-Proof Your Assets: Adjust your maintenance and operational plans based on the weather information provided, especially for outdoor or weather-sensitive assets.

5. Geographical Planning: Use the Assets Locations map for logistical planning, especially useful for asset inspections, maintenance teams, or emergency response planning.

To Sum Things Up

Your Asset Management Dashboard is a powerful tool for maintaining oversight of your asset portfolio. By familiarising yourself with the features outlined in this guide, you can enhance your asset management strategy, ensuring your assets are well-maintained, compliant, and contributing positively to your organization's bottom line.

For more help or to provide feedback, please contact our team using the chat widget.