ACC // Asset Tracking workflow improvements

[Chad-Smith]

With the new Asset Tracking having been recently released, the ability to create an Issue while viewing a tracked asset is not great.

Here's the steps on how it currently works:

1. Open a Build Sheet that has a tracked Asset.
2. Show the Asset Markups, select the Asset to open it's detail panel, and go to the References.
3. Add an Issue reference.
4. Select Create to add a new Issue.
   It's at this step that I feel it should be asking where on the already open Sheet we would like to place a Pin.
5. Instead, we're forced to use the Placement attribute to select a Sheet.
   This step is problematic in that it now asks to select a Sheet to place a Pin, rather than dropping back to the already open Sheet that we started from.
6. So we continue by selecting the same sheet we have open, to then place the issue pin.
7. After following the final steps we end up back at the originating Sheet.

Now the issue creation process is finished, there's a couple of final observations.

• Any Issue Pins that are referenced by a tracked Asset are not visible in the Asset Markups view.
  So other than hiding the Asset Markups, how does the user know what Issues have been created?
• Hiding the Asset Markups will show all previously placed Issue Pins, but not the one that was just created. On the desktop, you have to perform a browser refresh to get it to show.

The new functionality is very much welcomed. But the way it has been developed feels unfinished, convoluted, and lacking some general reliability.

It would be good if these could be improved sooner than later.

[S-SUTTER]

Chad I'm so glad you posted this.   I'm struggling to find a good workflow of using the new asset/progress tracking feature.  I actually liked the beta version better.   

For us, the "assets" that we want to closely track are pre-populated and we don't define them while on the sheet.     I know that you can reference an asset on a sheet but users may not do that and then we will have all sorts of random assets listed that have auto-generated names ... It would have been nice to have a permission setting to control who can create the assets

And like you, I thought the value was showing the reference between the sheet and the asset.    If I create an asset from a sheet I would have expected that that sheet would show as a reference on the asset.   Likewise, if I created an issue in the asset area, I would expect that that issue would have the issue referenced as well as the asset.   

Lastly, the fact that you cannot see issues that are referenced on an asset while on the sheet makes me scratch my head on the true useability.

[Chad-Smith]

@S-SUTTER You raise some good points. I've renamed this idea to not focus on Tracking Issues, to better include yours and my additional feedback below.

I didn't get too involved in the Progress Tracking beta, but I did like that it was considered a distinct task from Assets.

I feel burying progress tracking in Assets diminishes its perceived scope, and makes it harder to discover the tools for those not involved in traditional asset management.

I'm happy with the recently released Asset Category Permissions to control who can create new assets. But like you, it is too easy to accidentally create new Category assets on a sheet resulting in a messy Assets list.

The Assets list needs some way to differentiate this. Maybe if the sheet reference field work correctly?

And I don't know if they hid the tracking dashboard away somewhere I haven't yet found?

[Chad-Smith]

I've created a new Idea for progress tracking with Locations. This should greatly simplify the process without having to use asset markups.

ACC // Allow Locations to be Progress Tracked