AssetBase User Guide

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AssetBase: 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

GuideWhat it covers
AB-001: Welcome & OverviewWhat AssetBase is, the big picture, deployment options, and who uses what
AB-002: Signing InAmbivo authentication, sign-in methods, MFA, tenant scoping, and signing out

Core Workflows

GuideWhat it covers
AB-010: The Asset RegisterAsset records, categories, value & depreciation, search, import/export, and tagging
AB-020: RFID Tagging & CaptureTag commissioning, printing, Tag Generator, RFID vs QR, reader hardware, capture API, and reliability
AB-030: Audits & ComplianceAudit sessions, reconciliation baselines, ERP batches, exception types, PDF reports, and evidence trail

Compliance & Reporting

GuideWhat it covers
AB-040: Dashboard & ReportingDashboard metrics, category breakdown, latest audit rollup, register export, and compliance reports
AB-045: Usage & BillingMetering usage, billing integration, and operational cost tracking for assets

Deployment

GuideWhat it covers
AB-050: Where AssetBase RunsOn-premise appliance, cloud SaaS, tenant isolation, Docker topology, and data organization

Asset Management

GuideWhat it covers
AB-012: Asset HierarchiesLogical and BOM trees, building hierarchies, invariants, and audit roll-up
AB-014: Images & AttachmentsUploading files, tagging attachments, image lightbox, PDFs, and good practice
AB-016: Asset Disposal & LifecycleRetiring, disposing, and archiving assets while preserving audit history
AB-022: QR Labels in BulkGenerating and printing QR labels for many assets at once
AB-024: Capturing Condition at ScanRecording status and maintenance state when assets are scanned in the field
AB-018: Custody & the Checkout DeskChecking assets in and out, custody transfers, and who holds what
AB-026: Notes & CommentsAdding notes, comments, and activity on asset records

Reference

GuideWhat it covers
AB-081: AssetBase: User GuideWhat AssetBase does, how the chapters fit together, and two principles every user should know
AB-005: How Asset Tracking WorksEnd-to-end flow from tag read to register update, custody, and audit evidence

Reading Order Suggestions

  • All users: Read AB-001, AB-002, AB-081. Start with the overview and sign-in, then the user guide map.

  • Operator: Read AB-001, AB-002, AB-005, AB-020, AB-030, AB-024. Tracking flow, RFID capture, audits, and condition at scan.

  • Custodian or IT: Read AB-001, AB-002, AB-010, AB-012, AB-014, AB-022, AB-018. Register, hierarchies, attachments, bulk QR, and checkout desk.

  • Auditor: Read AB-001, AB-002, AB-030, AB-040. Audit sessions, exceptions, dashboard, and compliance reports.

  • 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 here is wrong, out of date or unclear, email support@ambivo.com. We fix documentation quickly.