FAQs - Assets
Frequently asked questions about assets
What is the difference between an asset, an asset type, and an asset type variant?
Asset: A specific, individual equipment located on a property, e.g., a fire extinguisher in a building.
Asset type: The group the asset belongs to, such as Portable Fire Extinguisher, Fire Panel, or Emergency Light.
Asset type variant: A more specific classification within the asset type that defines the asset, e.g., 4.5kg CO2 extinguisher or Wall-mounted Emergency Light.
Each asset is created using an asset type and variant, which determines when it should be serviced.
Where can all assets for a single property or across all properties be found?
To view all assets for a single property, navigate to the Assets tab when viewing the property.
To view all assets across all properties, navigate to Customer Data > Assets.
What's the difference between an install date and a base date on an asset?
The base date is used for major servicing to calculate programme maintenance requirements, while the Installation date is an information field unless used with the lifecycle module, where it becomes critical for tracking asset lifespan.
The base date is usually the manufacture date and may differ from the installation date. For example, if an extinguisher was installed on 24th June 2016 (installation date) but manufactured on 14th September 2014 (base date).
How is the walk order automatically assigned on the assets?
The walk order is set based on the order in which assets are created. New assets are assigned numbers in increments of 10, allowing for easy reordering. For example, if there are already 25 assets, the next will be assigned a walk order of 30, 40, or 50.
Can the walk order of the asset be changed?
Edit the asset to update the walk order automatically assigned.
How is the Internal reference determined for an asset?
The reference number (Ref) is automatically assigned based on the sequencing configuration for the asset type. When asset types such as Portable Fire Extinguisher and Fire Blanket share the same sequence group and have Use sequential reference enabled, refs are assigned in the order assets are added: e.g. 001 Extinguisher, 002 Blanket, 003 Blanket, 004 Extinguisher. If the asset types have different sequence groups, numbering is separate per group: e.g. 001 Extinguisher, 001 Blanket, 002 Blanket, 002 Extinguisher.
The internal reference is not unique, while ID is unique for each object: there is no other asset with the same ID.
How do I set up automatic labelling for my assets?
Your asset labels help you uniquely identify each asset on a property. Uptick works with whatever your existing numbering pattern is through two fields: the Label pattern and the Sequence group.
To configure automatic naming on the asset type:
Click Control Panel > Asset Types > Edit the asset type.
Click on Automatic Naming to expand the section.
In the Label pattern field, you can use these simple substitutions:
{make}
{model}
{size}
{barcode}
{sequence}
{variant}
Double spaces and brackets that end up being empty (e.g., "Fire Extinguisher ()") will be automatically removed to give you a clean label (e.g., "Fire Extinguisher").
Sequence groups: Use the Sequence group when you want more than one asset type sequenced together. For example, if you want your assets labelled like:
Fire Extinguisher 01
Fire Blanket 02
Fire Extinguisher 03
Set the same Sequence Group on both the Fire Extinguisher and Fire Blanket Asset Type (e.g., "Portables"). The label pattern for each asset type would then be "Fire Extinguisher {sequence}" and "Fire Blanket {sequence}".
How do I revert asset labels to the default pattern in bulk?
If multiple asset labels aren't following the usual pattern (due to incorrect uploads or manual overrides), you can revert them to default in bulk.
⚠️ Important: Be careful with this function if the label contains information that isn't stored elsewhere. For example, if a label reads "2.5 kg ABE extinguisher nozzle removed," ensure this information is stored in the asset variant or as a remark before reverting, as the override will remove it.
Steps to revert labels:
Navigate to Customer Data > Assets.
Filter the list by property, asset type, or keywords.
Select all assets you'd like to change.
Click Edit (x) assets.
Select Revert to default.
Click Apply changes.
How do I move assets from one property to another?
You can move assets between properties to reorganize your asset register or correct mistakes. Most asset history transfers with the asset, including service history, defect history, and asset details.
⚠️ Important: Asset/defect photos and attached documents will be lost during the transfer. If you need to keep these, manually download them before the move and re-upload them afterward.
Method 1: Using Bulk Actions (Recommended)
Navigate to the property containing the assets you want to move.
Go to the Assets tab.
Select the checkboxes next to the assets you wish to move (or click Select all (x) assets).
Click Edit (x) assets.
In the popup, find the Change property field.
Search for and select the destination property.
Click Apply changes.
Method 2: Using the Data Importer
Use this method if you're moving assets to multiple properties or making other data changes simultaneously.
From the source property's Assets tab, download the assets as a CSV file.
Open the CSV file in a spreadsheet program.
In the
property_nameorproperty_referencecolumn, change the value to the new destination property.Review the file to ensure all column headings are correct.
Save the file in CSV format.
Navigate to Tools > Data Importer.
Select 'Assets' from the dropdown, upload your file, and click Start.
Follow the prompts to map your data and finalize the import.
What do the red, green, and grey dots mean on assets?
Uptick uses a color-coded system to show the compliance status of an asset based on its last service result:
🟢 Green (Compliant): The asset's last service result was a "Pass." This means it met all the necessary criteria during its most recent inspection.
🔴 Red (Non-compliant): The asset's last service result was a "Fail." This indicates that the asset did not meet the required standards during its last inspection and may require repairs or replacement.
⚪ Grey (Not Tested/Pending): The asset has no service history, or its status is pending. This could mean it's a new asset that hasn't been tested yet, or there is no service result recorded against it.
These visual indicators appear in several key areas:
Floorplans: Assets are displayed as colored dots, giving you a quick geospatial overview of compliance across a site.
Asset Lists: In the asset register on both the Uptick Web Platform and App, the compliance status is shown for each asset.
Properties Map (Insights & Reporting): On the Uptick Web Platform, the Insights > Properties Map displays all your properties with color-coded pins. A property pin will be red if it contains any non-compliant (red) assets and green if all assets are compliant.
Customer Portal: Your clients can also see these compliance indicators, providing transparency about the status of their assets.
How to retire and replace assets to record the decommissioning of equipment?
When retiring and replacing assets, choose between creating a new asset or updating the existing one:
Option 1: Deactivate the retired asset and create a new asset for a replacement to have a clear separation between the retired asset and its replacement.
Add a remark against the retired asset indicating the replacement.
Create a new asset for replacement.
Option 2: Update existing asset information to keep all history in a single record while reflecting the replacement.
Add a remark against the retired asset indicating the replacement.
Edit the asset to update the base date.
How should asset type or variant changes be managed on a property?
When an asset's type or variant changes, either update the existing asset to change the Asset type or variant, or make the current asset inactive and create a new one.
Asset types and variants may have different servicing requirements, so the routines on the property might need to be adjusted accordingly.
Can barcodes or QR codes be used on assets, and how can they be tested?
Barcodes or QR codes can be assigned to assets to make it easier to identify and update them onsite using the Uptick app. Learn more in App: Attach Barcodes, QR Codes and bSecure stickers to asset, property and logbook.