AssetBase User Guide
DocsAssetBase — User Guide
A chapter-by-chapter user guide for AssetBase, written for the people who register assets, run RFID audits, and produce compliance evidence — facility managers, IT asset teams, auditors, and operations staff.
Each chapter stands on its own. Use the order below for a first read; jump straight to a topic when you have a specific question.
Getting Started
| Guide | What it covers |
|---|---|
| AB-001 — Welcome & Overview | What AssetBase is, the big picture, deployment options, and who uses what |
| AB-002 — Signing In | Ambivo authentication, sign-in methods, MFA, tenant scoping, and signing out |
Core Workflows
| Guide | What it covers |
|---|---|
| AB-010 — The Asset Register | Asset records, categories, value & depreciation, search, import/export, and tagging |
| AB-020 — RFID Tagging & Capture | Tag commissioning, printing, Tag Generator, RFID vs QR, reader hardware, capture API, and reliability |
| AB-030 — Audits & Compliance | Audit sessions, reconciliation baselines, ERP batches, exception types, PDF reports, and evidence trail |
Compliance & Reporting
| Guide | What it covers |
|---|---|
| AB-040 — Dashboard & Reporting | Dashboard metrics, category breakdown, latest audit rollup, register export, and compliance reports |
| AB-045 — Usage & Billing | Metering usage, billing integration, and operational cost tracking for assets |
Deployment
| Guide | What it covers |
|---|---|
| AB-050 — Where AssetBase Runs | On-premise appliance, cloud SaaS, tenant isolation, Docker topology, and data organization |
Asset Management
| Guide | What it covers |
|---|---|
| AB-012 — Asset Hierarchies | Logical and BOM trees, building hierarchies, invariants, and audit roll-up |
| AB-014 — Images & Attachments | Uploading files, tagging attachments, image lightbox, PDFs, and good practice |
| AB-016 — Asset Disposal & Lifecycle | Retiring, disposing, and archiving assets while preserving audit history |
| AB-022 — QR Labels in Bulk | Generating and printing QR labels for many assets at once |
| AB-024 — Capturing Condition at Scan | Recording status and maintenance state when assets are scanned in the field |
| AB-018 — Custody & the Checkout Desk | Checking assets in and out, custody transfers, and who holds what |
| AB-026 — Notes & Comments | Adding notes, comments, and activity on asset records |
Reference
| Guide | What it covers |
|---|---|
| AB-081 — AssetBase — User Guide | What AssetBase does, how the chapters fit together, and two principles every user should know |
| AB-005 — How Asset Tracking Works | End-to-end flow from tag read to register update, custody, and audit evidence |
Reading Order Suggestions
If you are all users — Read AB-001, AB-002, AB-081. Start with the overview and sign-in, then the user guide map.
If you are operator — Read AB-001, AB-002, AB-005, AB-020, AB-030, AB-024. Tracking flow, RFID capture, audits, and condition at scan.
If you are custodian / it — Read AB-001, AB-002, AB-010, AB-012, AB-014, AB-022, AB-018. Register, hierarchies, attachments, bulk QR, and checkout desk.
If you are auditor — Read AB-001, AB-002, AB-030, AB-040. Audit sessions, exceptions, dashboard, and compliance reports.
If you are administrator — Read AB-001, AB-002, AB-050, AB-045. Deployment, usage & billing, and platform setup.
Conventions Used in This Guide
- Bold names refer to UI elements (buttons, fields, screens).
- code-style refers to internal field names or values.
- Quoted values refer to user-facing labels.
- Each guide ends with Common Questions, Tips and Best Practices, and Related Guides.
Reporting Issues With This Guide
If something in the guide is wrong, outdated, or unclear, please report it on the GitHub repository's issue tracker, or send a note to your account manager. We move fast — corrections are welcome.