Company Asset Management

Company Assets can include tangible items such as company vehicles and intangible assets like login credentials. Asset Categories can be utilized to efficiently classify and manage your Company’s assets.

To configure your Company Asset Categories, navigate Company → Settings → Company → Assets → Categories.

Creating Categories

The Company Asset Category page will allow you to add new Asset Categories, in addition to allowing you to view and edit your existing Categories.
To add a new category, select the Plus icon from the top of the page.

When adding a new Company Asset Category, you will need to enter the following information for the Basic Info:

Editing and Deleting Categories

If you would like to edit or delete a Company Asset Category, click to select a created Category from the Company Asset Category page.

While viewing the Category – Info page, you can edit the name, parent category, and description using the text fields. If you would like to delete the category, select the Delete option from the bottom of the page.

This will open a dialogue message asking you to confirm that you would like to delete the category. To proceed with deleting the category, select Yes.

After adding Assets into your Striven system, you can manage them by using the Company Assets List. You can view availability, checkout, and reserve Assets there, as well by using hyperlinks located on the List. Below is a screenshot illustrating how the Company Assets List appears and a list describing what can be accomplished there.

Company → Assets → List

If you have chosen to require checkout and return confirmation when creating your Company Asset, then users will have to check out and return the Asset between uses. Checking out a Company Asset will allow Employees to utilize the Asset at the time of check out until it is returned to the Company. As described above, you can check out an Asset by clicking the checkout hyperlink from the Assets List. This will initiate a popup where you can fill out the information pertinent to the Asset’s usage. Below is a screenshot of the Asset Checkout page and descriptions of what can be accomplished there.

Reserving an Asset operates much the same as checking out an Asset, except for the reservation time. As previously discussed in the section above, checking out an Asset locks the reservation time and captures the time of check out. Reserving an Asset will allow you to choose a future date and time when you will use the Asset. All the other options, including entering notes, choosing a Customer, and estimating the return time of the Asset, are available when reserving an Asset. To manage all reservations, you can utilize the Company Asset Reservations List. There you can see all reservations and who is using the Asset for each submitted reservation. Below is a screenshot illustrating how the Company Asset Reservations appear and a descriptions of what can be accomplished there.

To view Company Asset Reservations, navigate to:

Company → Assets → Reservations

1. Asset Name: The name of the Asset and clicking on it populates the Asset Info page.
2. Customer Name: If a Customer has been associated during reservation, it will appear here. Clicking on the hyperlinked Customer name will navigate you to the Customer’s information.
3. Reserved By: The Employee who has reserved the Asset.
4. Reserved For: The Employee the Asset has been reserved for. If an Employee has the permission “Assets – Reserve for all Employees”, they will have the ability to reserve Assets for other Employees.
5. Reservation Date: Lists the date and time the reservation will occur in the future.
6. Expected Return: Lists the date and time the Asset is expected to be returned.
7. Status: Lists the status of the reservation, which is described below:
   • Reserved: Indicates the Asset is spoken for at a future date/time, but is not currently in use.
   • Checked Out: Indicates the Asset has been checked out, but is not yet in use by the Employee.
   • Confirm Checkout: Indicates the Asset is currently in use.
   • Returned: Indicates the Asset has been returned.
8. Notes: Displays notes that were entered upon reserving the Asset.
9. Actions: There are five actions here, which are described further below:
   • Check Out: Begins the checkout process.
   • Confirm Check Out: Confirms the Asset is checked out.
   • Return: Begins the return process. After clicking return for Fleet Assets, you can enter the miles driven and the odometer reading prior to returning the Asset.
   • Confirm Return: Confirms the return and removes the reservation from the list. This is described further below.
   • Cancel Reservation: Cancels the reservation and removes the reservation from the list.

As Company Assets are being checked out and reserved, one tool that is very handy to use when managing Asset availability is the Asset Reservation Calendar. A link to the Asset Reservation Calendar is located within the Company Asset List. The Asset Reservation Calendar will show when the Asset has been checked out or reserved and who has use of the Asset at those times. There are three views, including Day, Week, and Timeline. The day view shows the hours of the day, the week view shows days of the week, and the timeline shows a three-day time span. By clicking into the Asset Reservation Calendar, you will begin the checkout process for the selected Asset. Below is a screenshot displaying how the Asset Reservation Calendar appears in Striven.

As discussed above, you can add maintenance on the Company Fleet Maintenance List using the Add Maintenance hyperlink. By clicking the hyperlink, a popup will appear in which you can fill out the information about the maintenance, including the date, cost, and the odometer reading. You can also add notes about the maintenance being added and add attachments, such as receipts or maintenance descriptions for record. Below is a screenshot of how the Company Fleet Maintenance Info appears and descriptions of what can be accomplished there.