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 automatically assigned walk order.
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 sequence pattern and the sequence group.
To configure the automatic naming on the asset type:
Click Control Panel > Asset Types > Edit the asset type
Click on Automatic Naming to expand the section
The expanded section reveals 2 fields - Label pattern and Sequence group.
In the Label pattern field you can use these simple substitutions in the sequence name:
{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 eg. "Fire Extinguisher".
The Sequence group is applicable when you want more than one asset type sequenced together, for example you might want your assets labelled like so:
Fire Extinguisher 01
Fire Blanket 02
Fire Extinguisher 03
To do this, set the same Sequence Group on both the Fire Extinguisher and Fire Blanket Asset Type, e.g. "Portables".
The sequence name for each asset type would then be e.g. "Fire Extinguisher {sequence}" for the fire extinguishers and "Fire Blanket {sequence}" for the fire blankets.
How do I revert asset labels to the default pattern in bulk?
You may have multiple asset label fields which aren't following the usual pattern, as somebody either uploaded them incorrectly or overrode the field when creating. You can revert them to default in bulk.
Be careful of this function if there is information in the label which isn't anywhere else, e.g. label pattern - 2.5 kg ABE extinguisher nozzle removed. You would need to ensure this information is stored elsewhere, as when you override it, it will not display anymore. For this example, you would check 2.5 kg ABE is in the Variant of the asset, and Nozzle removed was a remark or note against the asset.
Navigate to Customer Data > Assets.
Filter the list down for those you'd like to see. You may filter by property, asset type or key words.
Select all those you'd like to change.
Click Edit (x) assets.
Select Revert to default, then click Apply changes.
How do I move assets from one property to another?
Move assets between properties with the Asset transfer wizard, from the asset list on the property that currently holds them.
Navigate to the property and go to the Assets tab.
Tick the assets to move, then click Edit (x) assets.
Click the three vertical dots next to the cross in the top right corner and choose the asset transfer option. The Asset transfer wizard opens.
Select why the assets are moving — Physical move, Ownership change, Data correction or Other. The reason is recorded in the timelines and does not change what the move does.
In To, select the destination property. The wizard flags the destination if it belongs to a different client.
Under What should happen to the records?, choose Move or Copy and archive.
Leave Copy photos and documents to the new property ticked to bring the asset's photos and attached documents across.
Tick Copy the floor plans and their pins to the new property to copy the affected plans — the wizard lists which ones — and the asset's pins with them. Left unticked, the plans stay on the original property and the pins are dropped.
Click Move assets.
⚠️ Important: Assets cannot be moved between properties with the CSV Data Importer. An import that changes an asset's property fails with an error directing you to the move action on an asset list, so that the asset's photos, remarks and floor plan pins are handled.
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.
Can assets be grouped or filtered by type?
In the mobile app, assets are grouped by the routine being worked on.
In the web app, assets can be filtered by asset type from the property’s asset list.