Populate the data

Data may be entered into the database manually using the data entry forms, or by importing it from .csv files. If you plan to import your data, please see the Import Data section.

Data may be entered in any order as needed; however, it can be helpful when you start out to enter your data in the order described below for a smooth flow, minimizing the back-and-forth jumping from one area of the database to another. Below is a summary of the steps to populate your database. For detailed information about any of the steps, please see the Reference section.

Step 1: Selection Fields

Open the menu option Tools --> Manage Selection Fields. Here you can add values for "Status", "Condition", "Job Title", and "Service Type".

If you don't have all of the data now, that's ok. You can always enter it in later, but entering it now will allow you to easily select it when adding Asset and Personnel records in the following steps.

Step 2: Personnel Groups

If you have a list of your personnel groups, you may organize the Personnel Group folder list now. Otherwise, you can add them dynamically when adding a new personnel record. To add new personnel group, click the "New Group" button on the main Personnel tab located on the left just above the personnel group folders.

You can edit the position within the folder hierarchy by right-clicking on a folder and then selecting Edit. Changing the "Parent" group will move the folder up or down within the hierarchy based on your setting.

Step 3: Personnel

Next, enter your master list of Personnel on the Personnel tab. Begin a new record by clicking the "New Person" button. Fill in the information and then click "Save and Close" to add the new person to the list. You can press the F1 key on your keyboard while the Asset form is open to get more detailed information about the fields if needed. The personnel entered in this section will appear in the list of personnel on the Check Out form for an asset.

Step 4: Vendors

Add new vendors by clicking the "New Vendor" button on the main Vendors tab. The vendors will appear in the drop-down selection field on the Asset Form - Finance tab.

Step 5: Assets

After entering the Selection Field Values, Personnel, and Vendors, you can add Asset records and use the drop-down fields to select from the existing values that you have set up. To add an Asset record, click the "New Asset" button and then fill in the information. You can press the F1 key on your keyboard while the Asset form is open to get more detailed information about the fields if needed.

Step 6: Report Header and Footer

To change the default header and footer on reports, select the menu item: Tools --> Options. Click the respective Edit buttons to edit the default header and footer.

Step 7: Company Logo

To add your company logo so it will show up on reports, select the menu item: Tools --> Options. On the Options form, select the Company Logo tab and then click the browse button to select your company logo file.

Step 8: Depreciation

If you will be using the Depreciation feature, you can set the Fiscal Year End on the Options form - "Depreciation" tab.