Public Administration Trial Guide
Welcome to the Public Administration Trial. This guided walkthrough is designed to help you understand how agencies manage assets, audits, operations, and public safety equipment in a single system of record.
You can complete the full trial in 15–20 minutes, or jump directly to the section that matches your role.
How This Trial Is Structured
This environment is pre-configured to reflect how real public agencies operate:
One shared Agency Asset Register
Clear separation of Finance, Operations, Public Safety, and Audit responsibilities
Built-in controls aligned to government expectations (GASB, grants, inspections, custody)
Nothing you see is a demo shortcut — this is how the system works in production.
Finance (Audit & Capital Assets)
Estimated time: 5–7 minutes
Step 1: Open the Finance Dashboard
From the main navigation, open Finance – Asset Oversight.
Review the Capital Asset Register.
What to notice:
Capital assets are clearly identified
Depreciation fields are complete and enforced
Historical (disposed) assets remain visible for audit
Step 2: Review Depreciation Assumptions
In the Capital Asset Register, sort by Useful Life (months).
Open Council Chambers Furniture.
What to notice:
Useful life is intentionally incorrect (1 month)
Current Book Value reflects the depreciation logic
Step 3: Correct Depreciation Using a Finance Workflow
Open the Capitalize Asset form.
Update Useful Life (months) to a realistic value (for example, 180).
Submit the form.
What to notice:
Depreciation recalculates automatically
No operational fields were changed
The audit trail is preserved
Step 4: Review Grant-Funded Assets
Open the Grant-Funded Assets view.
Review assets with a Grant / Project ID.
What to notice:
Funding source is clearly tracked
Grant assets remain visible through their full lifecycle
Operations (Day-to-Day Asset Management)
Estimated time: 5 minutes
Step 5: Open the Operations Dashboard
Navigate to Operations – Asset Management.
Review Assigned Assets and Unassigned Assets.
What to notice:
You can immediately see what is in use vs. available
No financial data is exposed
Step 6: Assign an Asset
Open Unassigned Assets.
Select Dell 27” Monitor.
Use the Assign Asset form.
Assign it to a person and submit.
What to notice:
Status updates automatically
Accountability is clear
Step 7: Review Assets by Department and Location
Open Assets by Department.
Open Assets by Location.
What to notice:
Responsibility and custody are always visible
Cleanup items (like assets pending location review) are easy to spot
Public Safety (Readiness & Risk)
Estimated time: 5 minutes
Step 8: Open the Public Safety Dashboard
Navigate to Public Safety – Equipment Readiness.
What to notice:
Only public safety equipment is visible
This view is isolated from IT and facilities assets
Step 9: Review Overdue Inspections
Open Overdue Inspections.
Select Ballistic Vest.
What to notice:
Inspection dates drive risk visibility
Equipment can appear compliant or overdue
Step 10: Perform an Inspection
Open the Inspection Check form.
Update inspection dates and readiness status.
Submit the form.
What to notice:
The dashboard updates immediately
Inspection history is preserved
Step 11: Chain of Custody
Open Chain-of-Custody Required.
Select a public safety asset.
Use Chain of Custody Transfer.
What to notice:
Custody changes are explicit
Responsibility is never ambiguous
Audit & Oversight
Estimated time: 2–3 minutes
Step 12: Auditor View
Switch to an Auditor – Read Only user (if provided).
Open Finance – Asset Oversight.
Review the Capital Asset Register.
What to notice:
No edit or action controls are available
All data is visible and consistent
Step 13: Automated Audit Delivery
This environment is configured to:
Automatically deliver the Capital Asset Register to auditors monthly
Preserve a consistent audit cadence
What to notice:
Auditors do not need to chase reports
Finance retains governance and control
What This Trial Demonstrates
One system shared across departments
Clear separation of duties
Enforced depreciation and capital controls
Operational accountability
Public safety readiness and defensibility
Audit confidence without manual effort
Inviting Other Departments into the Trial
One of the most valuable ways to experience this trial is to invite colleagues from other departments and apply the role-based user templates that have been preconfigured.
This allows you to see how the same system of record presents very different experiences depending on responsibility and risk.
How to Invite Another User
Navigate to User Management / Users.
Invite a new user using their email address.
Assign one of the following user templates:
Finance Admin – Fixed Assets
Operations Manager
Public Safety Supervisor
Auditor – Read Only
Once invited, ask the user to log in and land on their default dashboard.
What to Observe When Switching Roles
Finance Admin
Sees depreciation, capitalization, and audit-focused views
Can correct asset values without touching operational data
Lands on a governance-focused dashboard
Operations Manager
Sees assignment, location, and availability
Cannot view or edit financial data
Experiences the system as a day-to-day operational tool
Public Safety Supervisor
Sees only public safety equipment
Focuses on inspections, readiness, and chain of custody
Is isolated from IT, facilities, and finance noise
Auditor (Read Only)
Has full visibility but no ability to change data
Accesses locked registers and compliance views
Receives scheduled audit reports automatically
Why This Matters
Public agencies rarely operate with a single stakeholder. This trial is intentionally designed to show:
How separation of duties is enforced
How the same data supports different roles without duplication
How governance, operations, and safety coexist in one platform
Inviting additional departments into the trial often surfaces the most meaningful conversations.
Next Steps
If this were your production environment, typical next steps include:
Importing your full asset inventory
Enabling barcode or mobile workflows
Adding approval and automation rules
Expanding to additional departments or agencies
Thank you for exploring the Public Administration Trial.
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