- Flex Assets Main Interface
- Main Menu
- Resource Browser
- Workbench Menu
- Detail Block
Flex Assets features a responsive user interface, making it suitable for a variety of screen sizes, as well as devices. Learning the layout of the user interface will serve you well in becoming an efficient user of Flex Assets.
Flex Assets Main Interface
Home Screen - Quick Links
By default, when you log into your instance of Flex Assets, you will be presented with the Home Screen,
or Home Tab. This view displays a Quick Links page with some shortcuts for easy access to commonly used features. Please note that the Quick Links page is not editable.
Home Screen - To-Do List
The second page on your Home tab is the To-Do List. This will list the Tasks set up in your system assigned to the logged-in user.
Main User Interface
In the upper left hand corner, the icon will open the Main Menu and reveal its options. Below that, the icon will re-focus the Home Tab.
Moving down the left side, the next five icons comprise the Resource Browser.
Further down, clicking the icon will open the What's New window, where you can see all of the recent changes, improvements, and notes on the latest version of Flex Assets.
Finally, clicking the icon will open the Profile window, where you can check which user is signed in, change your password, as well as sign out of Flex Assets. If you have added an image to the linked contact record, it will be shown in the corner instead.
Along the top of your system, you will see the Location Dropdown Menu, the Barcode Entry field and the New Element icon.
The Location Dropdown Menu is used to select the environment you want to work in if your company has multiple locations.
The Barcode Entry field is used to enter the barcode numbers of assets in your system. Numbers can be entered in this field manually, or automatically with a properly configured scanner.
In the upper right hand corner, clicking the icon will open the New Element menu, where you can create new Tasks.
Clicking the icon in the top left corner will open the Main Menu. You can click the icon from virtually anywhere in Flex Assets to open the Main Menu.
The Contacts, Inventory, Projects, and Warehouse menus contain options, configurations, and helpful shortcuts to create new resources or lists of resources with filters.
The Help menu contains links to various Flex Support resources.
System Settings is where you will find the majority of configuration and settings screens within Flex.
Finally, Reports will open a new tab where you can run various Definition Level Reports in your system.
The vertical black menu on the left side of your system is called the Resource Browser. The Resource Browser can be used to organize, sort, and find nearly anything in your Flex system.
Search lets you find nearly any resource, document, or element that exists in your system. Use the dropdown to view and change filters.
Contacts acts as a way to quickly sort through contact records, and as a way to quickly add new ones. At any time, you can right click on any of the contact resource types (like Employees or Facilities) to add a new individual or company contact record. Click here for more information on adding or editing a contact.
Inventory shows you a categorized view of the inventory models in your system. At any time, you can right click on a group to create a new inventory model or select the Configure cog-wheel icon to open and edit the Inventory Tree.
Recent History will display a rolling list of the last 25 opened records, models, units, elements and documents. This is useful to quickly return to/reopen a closed tab.
The Workbench Menu is a collapsible set of tabs which becomes available down the right-hand side of your screen when working on Project Elements like Tasks.
Elements will open the Project Element Tree for the one currently open, a helpful tool to reference and open elements related to the one you are currently working on.
Modify opens a menu where you can make changes to the header of an element, copy and paste line items, copy entire elements, reset pricing, move or delete elements, and more depending on context.
Reports displays all available and enabled Instance Level Reports available for the element you currently have open.
Workflow will show options based on multiple factors - the type of element currently open, as well as the current status of that element. Options shown here serve to move an element forwards or backwards in a process/life-cycle.
Add Child Elements will display a menu, depending on context, of different accompanying elements that can be added to the one currently open.
Reload in the bottom right corner will reload the currently open element. You can also do this by right-clicking the element's tab and clicking reload.
The Detail Block is the area in the center of the screen, which occupies the majority of the available space. This area dynamically changes to display different views such as what is seen on a Contact tab (as shown below), versus what is seen when you open an inventory model or unit.
On a Contact tab, the Detail Block will show the previously entered Contact information. Lower on the page, any applicable tabs will be displayed like Phone, Addresses, etc.
Conversely, on Inventory Models, Inventory Units and other tabs (such as settings pages), the Detail Block will show a different configuration. Below is an example of an Inventory Model tab layout.
Icons which can be clicked to preform various functions appear in two groups. There is a group at the top of a tab and, when applicable, at the bottom as well. Note that on inventory models, the bottom set of icons does not necessarily appear on every bottom tab.
Edit Model/Bulk Edit - Depending on context, will allow editing of inventory models or units, groups of units, or other elements.
Copy - Allows copying of entire elements and models, depending on context.
Reset for Physical Count - When available, this can be used to reset model quantities to count actual on hand quantity in your warehouse, otherwise pertains to inventory depending on context.
Delete - This icon indicates that an element can be deleted- shows up twice in inventory, for the model and for units.
Mark Unit as Out of Commission - On a serial unit, this icon is a quick way to mark the individual unit as out of commission.
Go to Parent Inventory Model - Click this icon on a serial unit to return to the parent inventory model.
New - The presence of this icon indicates the ability to create a new entry on a list where this icon is present. Appears for inventory units as well as settings screens.
Move - Clicking this allows you to move either a whole element, or move units from one model to the other depending on context
Clear Filters - In filter-able and sort-able lists (like those found under the Projects menu) or areas of the Details block which show lists of information (such as for inventory units), clicking this allows you to clear any filters you have set.