Setup

You will need the following permission in your security group:

Can view property list page.
Can view property.
Can create assets.
Can update and archive assets.
Use the bulk-importer.

Click here to learn about permissions and security groups.

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How to add an asset

1. Navigate to Customer Data > Properties and View a property.

2. Go to the Assets tab and click Quick Add.

The Base Date is the start of asset-based/major servicing period. For example, the portable extinguisher with a base date of 1 March 2023 is due for a five-yearly pressure test in March 2028.
Identify places by using commas in the Location field (e.g., “Building 2B, Floor 6, Unit 3”), enabling field users to search assets by places: Building 2B; Building 2B, Floor 6 or Building 2B, Floor 6, Unit 3.

3. Select the Asset Type, Variant, provide the Location and Base Date, then click Create (or Create and add another).

Available fields on an asset

Required (Type)

Type: Select asset type from the dropdown.

Recommended (Variant, Location, Base Date)

Variant: Select the variant. This is usually included in the auto-generated label based on the asset type's Label pattern.
Location: The location of the asset.
Base Date: The base date for major servicing calculations.

Optional (Label, Contractor, Make, Model, Internal Reference, Serial, Barcode, Active, Contractor note, Contractor ref, Size, Quantity, Standard of Maintenance, Standard of Installation, Standard of Performance, Standard excerpt, Installation date, Inspection order, Internal note, Tags, Silent)

Label: Leave blank to automatically generate label based on the asset type's Label pattern.
Contractor: Select a Contractor to service the asset. If left blank, it defaults to the Default Contractor representing your company.
Make: The make of the asset.
Model: The model of the asset.
Internal Reference: Automatically generated ref number based on Use sequential reference and Sequential group on the asset type.
Serial: External inspection reference (e.g., fire door certification tag).
Barcode: Enter the barcode or QR code.

Available in the full form:

Active: Indicates if the asset is active or not.
Contractor note: This information will be sent during all correspondence with the contractor.
Contractor ref: For internal use only and isn’t visible to the contractor.
Size: The size of the asset.
Quantity: Informational field only. Each asset should be added separately to prevent confusion when creating remarks and to maintain accurate tracking.
Standard of Maintenance: If left blank, defaults from the asset type. Usually used for Essential Safety Measures.
Standard of Installation: If left blank, defaults from the asset type. Usually used for Essential Safety Measures.
Standard of Performance: If left blank, defaults from the asset type. Usually used for Essential Safety Measures.
Standard excerpt: Additional information or excerpts from the standard.
Installation date: The date when the item was installed, used for lifecycle maintenance reporting.
Inspection order: Order in which the asset is serviced (walk order).
Internal note: Used for internal communication or reference.
Tags: Used to group assets and to set up partial servicing, with tags created in Control Panel > Asset Types.
Silent: Silent items won’t be visible on the Customer Portal and can be hidden on your customer reports.

Video

How to update an asset

1. Navigate to Customer Data > Properties and View a property.

2. Go to the Assets tab and Edit an asset.

3. Update any available fields and click Save.

How to create Assets via Uptick CSV Importer

1. Download and open the Assets - Simplified Data Import Template.csv.

2. Complete the spreadsheet, adding or removing optional columns as needed. Save it as a Comma-separated values (CSV) file, the only format supported by the Importer.

Field name:	Property	Type	Variant	Location	Base Date
Field description:	Property reference. Tip: Download the properties as a CSV file to copy the reference.	Must match exactly the name of the asset type in the workspace (Control Panel > Asset Types)	Must match exactly the name of the variant in the workspace (Control Panel > Asset Types)	This is the location of this asset.	The base date for major servicing calculations. Format: YYYY-MM-DD
Field example:	P-0188	10 - Fire Extinguishers - Portable	DCP AB(E) 1.0KG	Building 2B, Floor 6, Unit 3	2023-03-01