Assets and facilities reports
What the school owns and its condition, what repairs cost each month, how much each meter used, and what is about to run out.
Checked on the ShuleOS demo school
Who: School admin, facilities officer, accountant 4 min read
Reports → Assets and Facilities has one page for the reports. Pick a report from the row of buttons at the top. Each one has Export and Print.
| Report | What it tells you |
|---|---|
| Assets | What the school owns by category: how many assets are new or good, fair, poor or damaged and under repair, and what they cost when bought. |
| Maintenance | Problems reported in a year, how many are done, and what fixing them cost, month by month. Choose the year. |
| Utilities | How much each meter used in each month of a year, and the bills. Choose the year. |
| Running out | Warranties ending within 60 days, vehicle papers that have expired or end within 30 days, and repairs past their due date. |
The Running out report is the one to open at the start of each month. It lists everything that needs renewing, so nothing lapses by surprise.
If something goes wrong
| What you see | What it means and what to do |
|---|---|
| A report is empty | Nothing has been recorded yet, for example no meter readings for that year. |
| A category shows the wrong total | Check that assets are in the right category and have their Purchase cost. |
Related guides
- The asset registerList what the school owns with a code, category, room, condition and cost; move assets between rooms and people; and retire or write off what is no longer in use.
- Maintenance requestsReport a problem with a room, an asset or a vehicle, follow it until it is fixed, and record what it cost.
- Utility meters, vehicle papers and fuelRecord electricity and water meter readings and bills, keep track of when vehicle insurance and licences run out, and log fuel to see how each bus performs.