On this page, you will see all the assets managed by your team and specific details for each of those assets. You can filter the list of assets by accounts, depots, multiple asset values and details under Advanced Filters You can also search for specific assets and group them by depots.

Search Assets

The asset search field lets you search for a specific asset or multiple assets without leaving the Assets page. You can search using any of the primary or secondary asset identifiers configured for your team. 

In the Search field, enter at least one character to search for a unit number or at least three characters to search other fields, and the assets with matching results will be displayed with the matching results highlighted in the assets list. 

Filter Assets by Account or Depot

All assets your team can access are displayed on your Assets page by default.

The Account and Depot filters allow you to filter assets by those related to one or more specific accounts or depots.

The Account filter will only become available if your team has access to multiple accounts.

To filter your assets by Account:

1. Click the Account filter dropdown to open the Account filter.
2. All the accounts for your team will be listed with a checkbox beside each.
3. From here, you can scroll and select an Account from the list or begin typing the Account Name in the search field and select it from the search results. When you select an Account, it will be added to the selected accounts list in your filter.
4. Continue selecting accounts from the list until you’ve selected all the accounts for which you want to view assets. 
   NOTE: You can remove an account from your list by removing the check by its name.
5. When you’re ready to see the assets belonging to the selected Accounts, click APPLY. The Assets list will update to show the desired results. The account button will display a single account name if only one account is selected. If multiple accounts are selected, the button will show the first account + # More, where # is the number of accounts selected in addition to the first one.
6. To change back to view all accounts, click the accounts button and select Clear All. 
   NOTE: You can click CANCEL at any time to disregard any account filter changes that have not been applied and close the account filter.

To filter your assets by Depots:

1. Click the Depot filter dropdown to open the Depot filter.
2. Select Depot to select Depots or Depot Group to filter by specific Depot groups.
3. To view your favorite Depots or Depot Groups, check Favorites only.
4. To view Depots or Depot Groups assigned to you, click Assigned to me only.
5. A list of depots or depot groups will be listed with a checkbox beside each.
6. From here, you can scroll and select a Depot or Depot Group from the list, or begin typing the Depot Name in the search field and select it from the search results. When you select a Depot or Depot Group, it will be added to a list in your filter. 
7. Continue selecting Depots or Depot Groups from the list until you’ve selected all the Depots or Depot Groups for which you want to view assets. 
   NOTE: You can remove a depot from your list by removing the check by its name. To select all the Depots or Depot Groups, click Select All.
8. When you’re ready to see the assets belonging to the selected Depots or Depot Groups, click APPLY. The Assets list will update to show the desired results. The Depot button will display a single depot or depot group name if only one is selected. If multiple depots or depot groups are selected, the button will show the first depot or depot group name + # More where # is the number of depot or depot groups selected in addition to the first one.
9. To change back to view all depots, click the depots button and select CLEAR ALL. NOTE: You can click CANCEL at any time to disregard any account filter changes that have not been applied and close the depot filter.

Filter Assets by Alert Type

Alert Types

PSSM Fleet has, by default, four types of alerts and the ability to set up custom alerts. The available data will depend on the existing monitoring possibilities and access to the source data.

Scheduled Maintenance: Maintenance that occurs on a consistent schedule by some factor, such as PMs (Preventive Maintenance), Inspections (DOT, State), etc. If the scheduled maintenance is past the factor(s) threshold, it is considered overdue. If the scheduled maintenance is within the factor(s) threshold, it is considered due.

Active Recalls: Manufacturer safety recalls currently issued for the asset.

Expiring Warranties: Manufacturer warranties that will expire within the next 30, 60, or 90 days based on team preferences.

Faults: Faults generated by onboard diagnostic systems that were registered in the last 24 hours, 48 hours, 72 hours, 4 days, or 5 days based on team preferences.

Custom: PSSM Fleet also has the ability to set up custom alerts that can be generated by third-party interfaces.

Filtering Alerts

All active alerts for every alert type will display on your Assets page. The number of alerts for each type will display in the Alert Type boxes in front of the description. To filter your assets by Alert Type, select the Alert Types you want to see by clicking them. The alert box will turn blue to indicate it is selected. You can select one or more Alert Types at a time.  

To remove an Alert Type from the filter, select it again so the blue color no longer appears. 

Team Admins can configure Alert Types available to a team and the alerting criteria. The default alert types are Scheduled Maintenance, Active Recalls, Expiring Warranties, and Recent Faults. If there are custom Alert Types, the Alert Type boxes will be collapsed below a More box. Click on the More box to view the rest of the alerts. To select an alert under the More box, click the checkbox next to the alert. If only one alert is checked under the More box, the box will change to the name of that alert and turn blue. If more than one alert under the More box is selected, the box will display More (#) where # is the number of alerts selected. To remove an alert under the More box, uncheck the box beside the alert.

Advanced Filters

Advanced filters provide even greater flexibility in what is displayed for the list of assets. To enable advanced filters, click Advanced Filters. The Advanced Filters window will be displayed. Most fields have the ability to multi-select values. If an advanced filter has multi-select, click the filter to get a dropdown. A list of values will be listed with a checkbox beside each. Select values from the list, or type in the search field and select it from the search results. Continue selecting values from the list until you’ve selected all the values you want to filter by and click Apply and the Assets list will update to show the desired results. 

If the selected filters produce no results, No Assets Found will be displayed. The Advanced Filters button will show (#) Advanced Filters where # is the number of advanced filter values applied.

The following advance filters are available:

Assets

The advanced filters for assets is as follows:

Type:  You can choose any combination of asset types.

Year: You can choose any combination of asset years.

Make: You can choose any combination of asset makes.

Model: You can choose any combination of asset models.

Engine: You can choose any combination of engine types.

Fleet Info: You can choose any combination of asset fleet info values.

Alerts

The advanced filter for alerts is as follows:

Description Keywords: You can enter keywords separated by a comma 

Schedule Maintenance: You can choose Due, Overdue, or both.

Recent Faults: You can choose Severe, Attention, Moderate, and Unknown, or any combination.

Custom Alerts: You can choose Severity 4 (Highest Severity), Severity 3, Severity 2, and Severity 1 (Lowest Severity) or any combination.

Work In Progress

Service Events: You can choose Service Event Status, Creation Date, and Last Updated.

Service Requests: You can choose Service Request Status, Creation Date, and Last Updated.

Cases: You can choose Case Repair Status, Case Fleet Status, Creation Date, Last Updated, Service Provider, and Provider City.

Assignee

You can choose team member(s) assigned to service events.

Group Assets by Depot

You can group the assets by Depot by selecting Depot from the Group By option. To remove the depot grouping, click Group By and select None.

Sort Assets

By default, assets are listed in order by most recent active alerts, but additional sort options are available. If the group by is selected, the assets will be sorted within each group.

Available fields to sort by and how the field can be sorted:

Alerts:  Lowest Severity First, Highest Severity First

Chasis ID: 0-9, 9-0

Engine Hours: 0-9, 9-0

Fleet Info: A-Z, Z-A

Location: A-Z, Z-A

Make: A-Z, Z-A

Model: A-Z, Z-A

Odometer: 0-9, 9-0

Serial: 0-9, 9-0

Type: A-Z, Z-A

Unit: 0-9, 9-0

VIN: 0-9, 9-0

Work in Progress: Most Recent Update First, Oldest Update First

Year: 0-9, 9-0

Export to CSV

You can export the assets listing and respective asset details by selecting the EXPORT TO CSV button. The CSV report will contain the same list of assets as those presented in the application with a row for each alert on an asset. If you filter the assets in PSSM Fleet, the report will only contain the records based on the filtered assets.

Collapsable Panel

The Asset Detail panel includes a collapsible header section. Users can collapse the bottom part of the Asset Detail to free up space for tabs such as history, alerts, location, and warranty, and expand it again when needed. The panel remembers the last setting, so the view stays consistent when returning to the page.

Expanded:

Collapsed: