Asset management template

To the maintenance teams that keep showing up to get the job done, thank you. Click to read more about what Fiix is doing to support maintainers during this time.

Last Updated: January 22, Marc Cousineau 11 min read. As long as they are healthy and working away, every part of the organization can remain strong and productive. But if assets are the lifeblood, people are the heart. Every member of an organization can make an impact on equipment with the decisions they make. Executives invest, engineers design, managers plan, technicians care for and operators use.

Because decision-making and asset efficiency are so intertwined, there should be guidelines connecting them. An asset refers to anything that is used in the regular operation of an organization.

It can refer to physical objects, such as buildings, equipment, or raw materials, as well as intangible things, such as staff or money. Asset management includes not just assets used for maintenance, like machinery and spare parts, but assets used by the entire organization, such as computers, people, and infrastructure. Managing these assets means applying a systematic approach to maintaining their lifecycle in a way that optimizes value.

This includes having a strategy in place to develop, operate, maintain, upgrade and dispose of assets in the best possible way. At the end of the day, asset management involves applying deliberate processes to the design, use and maintenance of physical and intangible assets so their value is maximized, from beginning to end.

Learn more What is an asset management policy? An asset management policy is one of the core requirements of ISO certification and is a cornerstone of a solid and complete asset management strategy.

It is like a compass pointing everyone at your organization in the right direction when making decisions about assets. It does this by providing a set of guiding principles, intentions, goals and methods for asset management so everyone feels confident in their choices and contributions to the facility. When applied as a core pillar of business, it acts like a mission statement. Building an asset management policy can be a big task, so the payoff has to be worth all the work.

Fortunately, there are lots of potential benefits that come from creating these guidelines. Creating an asset management policy eliminates any ambiguity or gaps in asset knowledge.

It is concise and sets a strong direction and clear expectations. The document uses language that allows everyone at your organization to see how it relates to them, their role and their goals.

It also encourages constant improvement.

asset management template

When these elements are established, complete alignment within a facility can be achieved. Everyone can work together towards the same goals and use the same guidelines for their work. Unity and efficiency are created across the entire organization. When asset decisions are standardized and efficient, it can lead to all sorts of important benefits for every business unit, but especially for the maintenance team.

Backlog is reduced, costs go down, inventory is easier to manage and more. An asset management policy highlights best practices that are specific to the organization it is made for. Because of this, it fosters operational excellence and eliminates any room for people to stray from their best work. It ensures that nothing is left to chance when it comes to handling assets. This has a direct impact on the success of the maintenance operation.

By setting clear expectations, everyone on the team understands and executes processes and procedure that yield the best results for assets. This is when equipment and people reach their full potential.Here it is. It was coming from reputable online resource which we enjoy it.

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This sample database template demonstrates how Access can manage small business customers, orders, inventory, purchasing, suppliers, shipping, and employees.

The database can generate 15 different reports and is a great showcase for learning and customizing Access databases. Create and maintain a comprehensive database of your customers partners and vendors using this popular Access template.

In addition to maintaining details on company, job title, and contact information, you can create all manner of queries, add contacts from Outlook, create mailing labels, and generate reports such as directories and phone books.

Create and maintain a comprehensive database of your school's students and their guardians, using this robust Access template. In addition to maintaining student ID, level, room, special circumstances, and contact details on each student and guardian, you can take advantage of numerous queries such as Attendance, as well as generate all manner of useful reports, from Allergies and Medications to Emergency Contact Information.

A complete guide to building an asset management policy

Event Management. Create and maintain an events database to manage upcoming events using this Access database. Powerful built-in and customizable event navigation and filtering let you track events by time for example, Current Events, Events by Week, and Today's Events as well as type, as you collect data in real time via email and generate and distribute useful and timely reports.

Task Management.

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Create a task tracking database to track multiple tasks, including, owners, start and due dates, and percent complete values using this popular Access template. Query by contacts, open tasks, and overdue tasks, keep an eye on task details, priorities, and status, and assign tasks, while producing useful reports such as Tasks Due Today.

Asset tracking.

7+ Asset Management Plan Templates – PDF, Word

Create and maintain a robust database to manage your organization's assets using this popular Access template. Keep up-to-date information on asset details including ownership, condition, location, purchase price and current value, as well as take advantage of the powerful query and data collection functionality to generate comprehensive reports. Bug tracking. Log, track and resolve bugs in your project using this Access database, which has video training on how to configure and use it.

asset management template

Create and maintain a comprehensive inventory transaction database of your organization's stock, employees, suppliers, and transactions using this robust Access template. In addition to maintaining details on each item, transaction type, quantities, and location, you can generate many useful reports, from Inventory Stock Levels by Supplier to Inventory to Reorder.

Nutrition tracking. Use this template to create your own nutrition tracking database to keep track of how much you exercise and what you eat, including detailed nutrition information and recipes. Marketing project management. Create a marketing projects database to track time- sensitive deliverables, employee roles, and vendors using this intelligently designed Access template. Navigate by project, deliverables, and employees, keep an eye on budgets, owners, costs, and status, and generate focused reports such as Project Balance Sheet and Deliverables by Assigned.

Project management. Create a project tracking database to track multiple projects, including time-sensitive deliverables, owners, and budgets, using this popular Access template. Navigate by projects, tasks, and employees, keep an eye on costs, priorities, and status. Personal account ledger.Take advantage of our FREE tools and templates, designed by industry experts to save you time so you can focus on achieving your goals.

Or, if you would like access ALL of these templates, you can download these by signing up to our newsletter, simply click the link below:. You need JavaScript enabled to view it. We have prepared a sample, editable, Asset Management Policy template for your convenience. Each organisation is unique with unique risks and opportunities, therefore simply adapt the template to suit your own situation. In this eBook we will provide an overview of the ISO series of standards, the value of implementing an Asset Management System, and practical guidance on how to complete the ISO implementation journey.

Start your new project with confidence. Click on the images below to download your FREE tools and templates. Save time and resources. Related Articles. How do I become an Asset Management Assessor? Finance is an integral part of Asset Management.

Have you outgrown your perfect repairables management system? The system was perfect. Everyone knew what to do when a component failed. Everyone knew how to determine where to send the part for repair. In our first article we noted Upcoming Training Courses. Introduction to Maintenance Management. Maintenance Planning Master Class. Monday, 1 Jun - Friday, 5 Jun Maintenance Planning and Scheduling Excellence.

Tuesday, 2 Jun - Wednesday, 3 Jun Effective Shutdown Planning and Management.We've made some changes to EPA. Renewing and replacing the nation's public water infrastructure is an ongoing task. Asset management can help a utility maximize the value of its capital as well as its operations and maintenance dollars. Asset management provides utility managers and decision-makers with critical information on capital assets and timing of investments. Some key steps for asset management are making an inventory of critical assets, evaluating their condition and performance, and developing plans to maintain, repair, and replace assets and to fund these activities.

Asset management is a process water and wastewater utilities can use to make sure that planned maintenance can be conducted and capital assets pumps, motors, pipes, etc. Asset management is the practice of managing infrastructure capital assets to minimize the total cost of owning and operating these assets while delivering the desired service levels. Many utilities use asset management to pursue and achieve sustainable infrastructure. A high-performing asset management program includes detailed asset inventories, operation and maintenance tasks, and long-range financial planning.

Each utility is responsible for making sure that its system stays in good working order, regardless of the age of its components or the availability of additional funds. Asset management programs with good data—including asset attributes e.

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Asset management is centered on a framework of five core questions, which provide the foundation for many asset management best practices:. This guidebook is for owners, managers, and operators of public water systems, local officials, technical assistance providers, and state personnel.

Asset management is a scalable approach that can be used by systems of any size. Whether running a small drinking water system serving 50 customers or drinking water and wastewater systems of the largest cities, asset management means putting in place a long-term plan to sustain these systems and the services they provide. Asset management is also used in other sectors where infrastructure needs to be managed for the long term, such as in the transportation and housing sectors.

Some leading communities are adopting cross-sector asset management programs where infrastructure investments are coordinated and prioritized across the different infrastructure areas. The following links exit the site Exit. Municipalities across the country face the challenging obligation to manage their aging sewer and stormwater systems at a time of urban population growth, stringent water quality protection requirements, and resiliency challenges.

It is often difficult for municipalities to secure funding for infrastructure improvements or replacement, or to maintain existing funding levels. Asset management planning is a proven tool for maintaining and elevating levels of service for wastewater and stormwater systems and planning system renewal and upgrades. Contact Us to ask a question, provide feedback, or report a problem. Jump to main content. An official website of the United States government.

Contact Us. Asset Management for Water and Wastewater Utilities Overview Workshops and Training Additional Resources Renewing and replacing the nation's public water infrastructure is an ongoing task. What is asset management? What are the benefits of asset management?

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Examples of outcomes that can be realized by utilities through asset management: Prolonging asset life and improving decisions about asset rehabilitation, repair, and replacement Meeting consumer demands with a focus on system sustainability Setting rates based on sound operational and financial planning Budgeting focused on critical activities for sustained performance Meeting service expectations and regulatory requirements Improving responses to emergencies Improving the security and safety of assets Reducing overall costs for both operations and capital expenditures What are the elements of asset management practice?

Asset management is centered on a framework of five core questions, which provide the foundation for many asset management best practices: What is the current state of my assets? What is my required "sustainable" level of service? Which assets are critical to sustained performance? What are my minimum life-cycle costs?When collecting asset requests, it can be easy for your IT team to become overwhelmed.

Streamline the process by routing requests to different team members via this easy-to-use asset form. Include a file upload section so employees can attach asset documents or other files as needed. Ensure your team is ready for when new hires arrive on their first day. Use email logic to send automated confirmation emails to employees so they know their requests have been received.

You can also route submissions to different team members depending on the type of request. Pair your asset form with the Workflows tool to give team members an easy way to review and approve requests. Multiple people can view, edit, and comment on the same form. Improve communication and eliminate the need for lengthy email threads. Monitor requests over time, identify bottlenecks in your process, and share findings with your team via presentation-ready graphs and charts.

asset management template

Jacob Limbach Knowledge Services. Get access to this IT asset form template and other IT forms when you start a free trial. Get This Template. IT Asset Form Template. Collect requests and ensure employees have the tools they need for success. Customize to your needs.

Asset List Template – 18+ for (Word, Excel, PDF)

Simplify onboarding requests. Accelerate approvals. Streamline your process. Ready to get started? Discover more templates. Streamline communication between customers and your IT department to improve customer service Preview template.Therefore, it is critical that we stay organized.

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This is especially vital for our financials, or specifically our assets. By using an asset list template, you could categorize this list of items as either current or non-current. These tags are important because when you look at your assets you can easily see the liquidity how easy it is to generate value from an asset of what you own. Download Now.

Business asset lists organize tangible assets, intangible assets, and intellectual property. Some of these include equipment, brand value, business reputation, and patents. This helps business understand what their items are worth, so they can make better financial decisions.

An office asset list format is an item categorization template. It can be used to keep track of inventory and expenses.

asset management template

It can be used for computers, printers, desks, and apartment units required to operate a business. A personal asset list template is an easy-to-fill chart that categorizes items that confer personal value. It can be used to apply for loans or for financial assistance. Some of the things that can be included are cars, electronics, bank accounts, and life insurance.

An asset list example, as the name suggests, is a document that exemplifies the itemization process.

An Introduction to Asset Manager software

Depending on what kind of assets you are recording, this can vary. However, an asset list example is helpful more as an educational tool to show how a list is constructed to prospective clients.

Asset listing form is used to categorize assets. They can be made depending on how you want to compare your assets.

These lists can be written based on market value, date of purchase, and other metrics. This register can be created easily in an excel template to compare assets by valuation, date of purchase, growth or loss potential, and other qualities. They can list items like land, offices, and factories. Having asset list templates is a clever tool to have for everyone interested in saving time and reducing stress in financial matters.


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