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What is the difference between an asset, an asset type, and an asset type variant?
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?
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?
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?
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?
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?
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 to retire and replace assets to record the decommissioning of equipment?
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?
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?
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.