Editing and Validating Assets
A newly created asset appears on the Pending Assets Page. Assets on this page cannot directly be edited, but can have some fields modified via the Checklist Popup. However, once an asset has passed all checklist validations, it is moved to the Assets Page where all information on the asset can directly be modified. Follow the steps below to edit and validate an asset
Step 1 - Open The Edit Asset Popup
Head to the Assets Page via links available on the Left Navigation Bar. On the Assets Page, search for your desired asset in the Assets Table or filter assets to find your desired asset. Once visible on the Assets Table, click on your desired asset's row to open the Edit Asset Popup.
The Edit Asset Popup features an info bar at the top, that displays the asset number and asset name. A yellow badge adjacent to the asset name indicates that the asset is currently marked invalid due to missing required or required for validation information. To learn more about required and required for validation fields, you can refer to out field settings guide
Hovering over the yellow badge will display a list of all validation errors. Clicking on any of these errors will navigate user to the relevant tab within the Edit Asset Popup.
Step 2 - Edit And Save Desired Information
The Edit Asset Popup features several tabs that contain categorized information. Fields that appear in red are required fields, where as fields that appear in yellow are fields required for validation.
To modify information, simply click on a field and enter/modify information. When information is modified, the Save button will display a red badge to indicate stale information that has not yet synced with our database. Clicking the Save button will sync this information on our servers and the red badge will disappear.
Step 3 - Validating An Asset
The Edit Asset Popup auto-saves information, unless there are empty fields that are either required or required for validation.
An attempt to save an asset with missing required information will always fail, and the user will be guided to the first field that has missing required information. All required fields must be filled to enable saving the asset, and to be able to mark the asset as validated.
An attempt to save an asset with missing required for validation information will prompt the user with a warning. The user can choose to proceed with saving the modified information or abort. All required for validation fields must be filled to be able to mark the asset as validated.
Once all required and required for validation field on an asset are filled and synced with our servers, the yellow badge indicating validation errors will disappear and the asset will automatically be marked as validated.
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