How are PATGuard Cloud Assets linked to Current-RMS Assets (also known as Stock Levels)?
The key piece of information between the two assets is the Asset ID (sometimes called an Asset Number). This Identifier is unique within the Current-RMS ecosystem and we have a setting in PATGuard Cloud which is enabled which also indicates that Asset IDs in PATGuard Cloud should be unique.
Using this identifier allows us to link existing PATGuard Cloud assets or decide to create new assets. In the link dialog within PATGuard Cloud, we ask you to provide a location to store assets unless they are found.
Should I add assets to PATGuard Cloud before or after linking to Current-RMS?
As per the above description, the order does not matter in terms of the end goal but there are a few things to note. Your tester may understand the location hierarchy of your assets and PATGuard Cloud uses this information to organise the assets. By importing from your tester first, the assets will be organised in this hierarchy and when linked to Current-RMS, will maintain this organisation.
Can PATGuard Cloud populate the Inspection Tasks list in Current-RMS?
If new assets are added in Current-RMS, how do I add them into PATGuard Cloud?
Additional assets can be added at anytime using the Add Link dialog in PATGuard Cloud, but this is a manual step. We are contemplating an option which if chosen would, on a schedule, check for new assets - please notify us if this would assist you. There is also a possibility down the road whereby Current-RMS can notify PATGuard Cloud as each stock level is added to Current-RMS, but this is not yet possible.