Asset Dashboard Asset Management

Shows each user's allocated assets and soon-to-expire document passwords, plus company-wide asset totals, category breakdowns and warranty expiry for admins.

Every user sees three personal widgets: Total Assets Allocated to You (net of anything you've returned), a breakdown of those allocations by category, and a table of document passwords expiring or already expired within the next 30 days.

Admins additionally see company-wide Total Assets and Total Assets Allocated (across every user), an Assets by Category table, and an Expired or Expiring in One Month table listing assets whose warranty ends within 30 days — flagged red once expired and yellow while still within the warning window.

Allocation figures are computed from allocate/revoke transaction history rather than a static field, so they always reflect current outstanding quantities. Non-admin users only see document passwords they created or were explicitly shared with.

Step-by-step Workflow

1. Check your allocationsReview the Total Assets Allocated to You tile and its category breakdown for equipment currently checked out to you.
2. Watch expiring passwordsScan the document password widget for entries expiring within 30 days and renew them before they lapse.
3. Review company totalsAdmins can check Total Assets and Total Assets Allocated across the whole business.
4. Spot expiring warrantiesAdmins use the Expired or Expiring in One Month table to see which assets need warranty renewal or servicing soon.
5. Drill into detailOpen Assets or Asset Allocation for the full, filterable records behind any figure on the dashboard.