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Overview

GIMA’s asset management system helps you track and organize equipment, vehicles, furniture, and other organizational resources. This guide covers the complete lifecycle of asset management from creation to tracking.

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Understanding Asset Categories

Assets in GIMA are organized by categories. The system comes with predefined categories that you can customize:

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Default Categories

COMPUTO

CAT-001Laptops, Desktops, Servidores y PeriféricosTotal assets: 120

MOBILIARIO

CAT-002Sillas ergonómicas, Escritorios y ArchivosTotal assets: 45

VEHÍCULOS

CAT-003Flota de transporte y vehículos de cargaTotal assets: 12

REDES

CAT-004Routers, Switches y Cableado estructuradoTotal assets: 85

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Accessing Asset Management

1

Navigate to Assets section

From the dashboard, click “Activos” in the sidebar (line 32 of Sidebar.tsx).This takes you to /categorias-activos where you can:
  • View all asset categories
  • Search and filter assets
  • Create new categories
  • Manage existing assets
2

Understand the interface

The assets page displays:Header section:
  • Page title: “CATEGORÍAS” (line 75)
  • Subtitle: “Clasificación de equipos” (line 78)
  • “Volver a configuración” back button (line 80)
Action buttons:
  • Filter button with Filter icon (line 93)
  • “NUEVA CATEGORÍA” button to create categories (line 97)

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Creating a New Asset Category

1

Click 'Nueva Categoría'

Click the blue “NUEVA CATEGORÍA” button in the top right:
  • Background: bg-gima-blue with brightness effect on hover
  • Features a Plus icon with stroke width of 3
  • Has shadow effect: shadow-lg shadow-blue-500/30
2

Fill in category details

Enter the following information:ID: Unique category identifier (e.g., CAT-005)Nombre: Category name in all caps (e.g., “ELECTRÓNICA”)Descripción: Detailed description of what this category includesActivos: Initial count (defaults to 0 for new categories)
3

Save the category

Click “Guardar” to create the category. It will appear in the main table with:
  • Unique ID in the first column
  • Bold category name (line 159)
  • Description text (line 162)
  • Asset count badge in blue (line 166)
  • Edit and delete action buttons (line 172)
Use descriptive category names that match your organization’s asset taxonomy. This makes searching and filtering much easier.

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Searching and Filtering Categories

The search functionality (line 108-119) allows you to find categories quickly:
1

Locate the search bar

Find the search input in the toolbar section:
  • Has a Search icon on the left (line 110)
  • Placeholder: “Buscar categoría…”
  • Styled with bg-slate-50 and rounded corners
2

Enter search terms

Type any of the following to filter:
  • Category name (e.g., “COMPUTO”)
  • Category ID (e.g., “CAT-001”)
The search is case-insensitive and filters in real-time.
3

View filtered results

The table updates automatically to show matching categories.The result count displays: “Total: X Resultados” (line 122)

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Filter Logic

const filteredCategories = categories.filter(
  (cat) =>
    cat.name.toLowerCase().includes(searchTerm.toLowerCase()) ||
    cat.id.toLowerCase().includes(searchTerm.toLowerCase()),
);
The filter checks both the name and id fields, making it easy to find categories by either attribute.

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Understanding the Categories Table

The main table displays all categories with the following columns:
Category Identifier
  • Font: medium weight, slate-500 color
  • Format: CAT-XXX (e.g., CAT-001)
  • Located in the first column (line 156)
  • Used for unique identification

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Editing Asset Categories

1

Locate the category

Use the search bar or scroll through the table to find the category you want to edit.
2

Click the edit button

Click the Pencil icon in the Acciones column (line 172):
  • Hover color changes to gima-blue
  • Background changes to blue-50
  • Smooth transition animation
3

Update category information

Modify any of the fields:
  • Category name
  • Description
  • Asset count (if manually adjusting)
Changing the category ID may break existing asset associations. Only modify IDs if you’re certain no assets are linked.
4

Save changes

Click “Guardar” to update the category. The table refreshes with your changes.

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Deleting Asset Categories

1

Click the delete button

Click the Trash2 icon in the Acciones column (line 175):
  • Color: red-400 that changes to red-600 on hover
  • Background: red-50 on hover
  • Triggers the handleDeleteClick function (line 57)
2

Confirm deletion

A DeleteAlert modal appears (line 201) with:Title: “¿Eliminar Categoría?”Description: “Esta acción no se puede deshacer.”Actions:
  • Cancel button - closes the modal
  • Confirm button - permanently deletes the category
3

Category removed

After confirmation:
  • The category is filtered out of the state array (line 63)
  • Table updates automatically
  • Asset count decreases in the header
Deletion is permanent! Make sure you’ve moved or deleted all assets in a category before removing it. Consider archiving instead of deleting for audit trails.

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Working with Individual Assets

While the /categorias-activos page manages categories, individual assets are tracked within each category:

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Asset Properties

Each asset should include:
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id
string
required
Unique asset identifier (e.g., COMP-001-2024)
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category
string
required
Category ID this asset belongs to (e.g., CAT-001)
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name
string
required
Asset name or model (e.g., “Dell Latitude 5420”)
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description
string
Detailed description of the asset
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location
string
Physical location or assignment
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status
enum
Asset status: active, maintenance, retired
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purchaseDate
date
Date of acquisition
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value
number
Monetary value for accounting

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Asset Lifecycle States

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Best Practices

  • Use consistent naming conventions (all caps for categories)
  • Keep category descriptions detailed but concise
  • Limit the number of top-level categories (5-10 is optimal)
  • Create subcategories for complex asset types
  • Review and consolidate categories quarterly
  • Assign unique IDs immediately upon asset acquisition
  • Include purchase date and value for depreciation tracking
  • Update asset status promptly when changes occur
  • Link assets to responsible users or departments
  • Photograph assets for identification purposes
  • Use the search bar before scrolling through long lists
  • Combine category filters with search terms
  • Bookmark frequently accessed categories
  • Export filtered lists for reporting
  • Save common search criteria as views
  • Validate asset data at entry
  • Conduct regular asset audits (quarterly recommended)
  • Remove duplicate entries
  • Standardize location names
  • Keep descriptions updated with configuration changes

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Integration with Other Modules

Assets connect to other GIMA features:

Maintenance Scheduling

Link assets to preventive and corrective maintenance tasks

AI Diagnostics

Use AI to diagnose asset issues and recommend solutions

Reporting

Generate asset utilization and depreciation reports

User Management

Assign asset responsibility to specific users and departments

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Troubleshooting

  • Check if search filters are active
  • Verify the category was saved successfully
  • Refresh the page to reload data
  • Check browser console for errors
  • Ensure the category has no associated assets
  • Verify you have admin permissions
  • Check if the category is set as default
  • Try reassigning assets to another category first
  • Manually trigger a count recalculation
  • Check for orphaned assets (assets without valid category)
  • Verify deleted assets are properly removed from counts
  • Review audit logs for discrepancies

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Next Steps

Schedule Maintenance

Set up maintenance schedules for your assets

Generate Reports

Create asset inventory and utilization reports

Configure Settings

Customize asset categories and fields

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