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Assets and facilities setup: buildings, rooms and asset categories

List the school's buildings and rooms and the groups of assets, so every asset, meter and repair can say where it is.

Checked on the ShuleOS demo school Who: School admin, facilities officer (anyone allowed to manage assets and facilities) 6 min read

The Assets and Facilities group records what the school owns and the places it owns them in. Before you list assets, set up the three short lists they use: buildings, rooms and asset categories.

Buildings

Assets and Facilities → Buildings lists the blocks of the school, for example Administration Block, Nursery Block, Primary Block, Secondary Block, Science Block and Kitchen and Hall.

Buildings

Each row shows the Name, how many Rooms it has, how many utility Meters are in it, and whether it is Active.

Click New building, type the Name (it must be different from other buildings), add a Description if you like, and click Create.

The new building window

Rooms

Assets and Facilities → Rooms lists every room.

Rooms

The list shows the Name, Building, Type, Capacity, how many Assets are kept in it, and whether it is Active. Filter by Building and Type.

Click New room.

The new room window

Field What to enter
Name For example Form 1 classroom or Chemistry laboratory. Must be different from other rooms in the same building.
Building Pick from your buildings.
Type Classroom, Office, Laboratory, Hall, Library, Store, Kitchen, Dormitory, Toilets or Other.
Capacity How many people it holds. Optional.
Is active Off if the room is no longer used.

Asset categories

Assets and Facilities → Asset Categories groups assets, for example Furniture, Computers and ICT, Laboratory equipment, Kitchen equipment, Audio-visual, Sports equipment and Power. The asset report adds up by category.

Asset categories

Click New asset category, type the Name, and click Create.

The new asset category window

If something goes wrong

What you see What it means and what to do
"This school already has …" Names must be different. Search the list first.
A building or category is missing when adding a room or an asset It is inactive. Make it active in its list.
You cannot delete a building, room or category A building can be deleted only while it has no rooms or meters, a room only while nothing is kept in it and no problem was reported there, and a category only while no asset uses it. Make it inactive instead.

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