Quick Ways to Find Assets

Finding and Monitoring Assets

Sonar has several options for locating and monitoring Assets. With features like Quick Search, Recently Viewed, Favorites, Dashboard, and Asset Filters, asset monitoring is easy and customizable.

 

2. Recently Viewed Items

Sonar tracks each user’s recently viewed assets, maps, and places. These are easy to access from any page in Sonar and can be customized.

Access Recently Viewed

To access Recently Viewed items from any page in Sonar, click the star in the top right corner of your screen. This will open the Favorites and Recents Menu. From there, you can open the Recently Viewed section. Click any link to go directly to the associated details page.

This will open the Favorites & Recents Menu. From there, you can open the Recently Viewed section.

By clicking any of these links, you can go directly to the associated details page.

Set Item Limit

To adjust how many Recently Viewed items Sonar stores for you, open the User Info section in User Preferences.

3. Favorites

Have an asset that you need to check on and monitor often? Add it as a personal favorite.

Adding and Removing Favorites

To add a favorite, open the Asset Details page and click the Star in the header. A solid, blue Star means the Asset is set as a Favorite.

To remove a favorite, simply click the Star again.

The Star will adjust to only a blue outline, signifying it was removed.

Accessing Your Favorites

Once an Asset is a Favorite, it’s easy to access. On any Sonar page, you can click the Star in the top-right corner of your screen.

That will open the Favorites & Recents Menu. From there, you can quickly jump to any of the detail pages.

 

4. Dashboard Widgets for Asset Monitoring

Sonar’s Dashboard is packed full of customizable features. Two features that help quickly find or monitor Assets are the Recently Viewed Widget and Asset Readings Chart Widget.

Add the Recently Viewed Widget to your Dashboard to show the last Asset, Place, or Map you visited.

Add the Asset Readings Chart Widget to readily monitor important Asset attributes. These charts are interactive and easy to use.

Filtering Your Asset List

1. Filter Types

Sonar has a variety of Asset Filters on the Asset List page.

  • Name
  • Keyword
  • Key-Value Pair (Identifier)
  • Map
  • Place
  • Single Asset (Asset ID)
  • Active or Inactive Assets
Quick Filters

Use Quick Filters when you want to temporarily narrow your search. Quick Filters will apply to the list of Assets until the page is refreshed.

Quick Filters can be added from the Filter feature on the Asset List page.

To remove a Quick Filter, hover over the filter and click the “x”.

Default Filters

Use Default Filters if you often use the same filter as a baseline.

Default Filters are automatically applied each time the Asset List page loads.

Default Filters are defined, edited, and permanently removed in User Preferences.

You can temporarily remove a Default Filter on the Asset List page. Simply click the “x” next to the filter. It will removed until the page is refreshed. Once the page loads again, the Default Filter will automatically be applied.

2. Using Multiple Filters Together

Multiple filters can be applied simultaneously. When using more than one filter, specify how they interact by selecting “And” or “Or.”

Example

This example list has the Assets in the table below.

ID Name Keywords
1 Stretcher ER
2 Wheelchair Cardiology
3 Mobile x-ray ER

We will apply two filters for this example:

  • Keyword = “ER”
  • Asset name contains “ch”
Results for “Or” Filter
ID Name Keywords
1 Stretcher ER
2 Wheelchair Cardiology
3 Mobile x-ray ER
Results for “And” Filter
ID Name Keywords
1 Stretcher ER

Pro Tip: To ensure your Assets are easy to find, it is critical to assign a logical naming convention to them. To learn more about how to do this, visit our “Setting Up Assets” user guide.

Contact Support

Email our team to get additional help or support.

Return to Help Center

Go back to the Thinaer Help Center for additional help.