Setup
You will need the following permissions in your security group:
Can change site configuration settings.
Can configure the asset library.
Click here to learn about permissions and security groups.
How to create or update an ASSET TYPE
1. Navigate to Control Panel > Asset Types and click Create Asset Type.
2. Complete Name, Classification, Label pattern, Use sequential reference, Sequential group and Applicable routines, or change any available fields, then click Save Asset Type.
Available fields on asset type
Available fields on asset type
Name: Select the broad category of asset's classification from pre-defined list.
Classification: Defines asset classification.
Label pattern: Set the format of the label used when adding new assets of this type.
Use sequential reference: Should assets of this type be given an incremental reference number automatically?
Sequential group: If you need the sequential reference to span multiple asset types, enter a grouping name.
Applicable routines: Links the asset type to routine service tasks.
Active: Inactive asset types cannot be used when creating new assets.
Starred: Starred asset types appear at the top of lists.
Allow pass all: Allows mobile users to pass all assets in bulk when completing a routine task.
Default replacement product: Suggest a product for replacement of assets with this type. Can be set against asset type variants or remark types.
Code: Used to categorize asset types in asset type library.
Floorplan icon: Icons are used when placing assets on floorplans or using any of the geospatial features. Once set, the icon also appears next to the asset type wherever it's shown in a list — including asset, service task and asset type lists.
Description: A description for this inspection item type.
Inspection criteria: Information to be available to field technicians when inspecting this item type.
Tags: When creating a report type, asset types can be included or excluded based on selected tags
Category: The broad category for this inspection item type when it is used on reports.
Subcategory: The subcategory for this inspection item type.
Excluded routinelevels: Which routine levels should be excluded for this Type?
About the asset type page
Navigate to Control Panel > Asset Types and click View on an asset type to open its page. The page has a summary card on the left and tabs on the right.
The summary card shows:
An Update link that opens the asset type for editing.
The name of the type, labelled as a system type, asset type or component type, with an Inactive badge if the type is inactive.
If your workspace uses systems or components, the hierarchy the type sits in. The current type is in bold and the other types are links. A system has an Add asset type to system link. If your workspace uses components, an asset type has an Add component type to asset link.
The code, description, category, subcategory, default replacement, tags and extra fields. Asset types also show their system when your workspace uses systems.
The sequential group and label pattern.
The nominal life, if lifecycle information is turned on for the type.
The standards and inspection criteria, if the ESMs module is turned on.
The number of actively maintained assets of this type, as a link to the asset list, and the total number of assets. If contractors maintain assets of this type, click Maintained by to see each contractor and their asset count.
A View Dashboard link for non-contracted routine service, when it applies to the type.
The tabs are Timeline (shown first), Remarks, Variants, Maintenance, Prompts, Service Levels and Extra Fields. Prompts and Service Levels appear only when the related module is turned on for your workspace. The Extra Fields tab lists the extra fields that apply to assets of this type, with their widget, permissions and restrictions.
How to create or update a REMARK TYPE for an asset type
1. Navigate to Control Panel > Asset Types and View an asset type.
2. Open the Remarks tab. Click + Create to add a new remark type or Edit to modify an existing remark type. Tick Show archived to include archived remark types in the list.
3. Complete Label, Severity and Description, or change any of the available fields, then click Save Remark Type.
To delete a remark type, click Edit and use the delete button in the form. A remark type that remarks use cannot be deleted.
Available fields on a remark type
Available fields on a remark type
Label: The name of the remark.
Severity: Informational, Recommendation, Non-confirmance, Non-critical defect, Critical defect.
Description: Describe the nature of the remark.
Is active: Toggles whether or not the remark type can be used.
Available to contractors: If enabled, contractors can use this remark type.
Requires replacement: If enabled, using this remark type will suggest a default replacement product.
Recommendation: Describe the action to resolve the defect
Inspection criteria: Input inspection criteria here.
Suggested Products: The products appear at the top of the product selection, helping field technicians speed up the quoting process.
How to create or update a VARIANT for an asset type
1. Navigate to Control Panel > Asset Types and View an asset type.
2. Open the Variants tab. Click + Create to add a new variant or Edit to modify an existing variant. The form opens in the tab. Tick Show archived to include archived variants in the list. Click a variant name to see the assets of that variant.
3. Complete Name, or change any of the available fields, then click Create variant, or Update variant when editing.
Available fields on a variant
Available fields on a variant
Name: The name of the variant.
Active: Inactive asset type variants cannot be used when creating new assets.
Default replacement product: Suggest a product for the replacement of assets with this variant. Can be set against the asset types or remark types.
Code: Used to categorize asset types in asset type library.
Floorplan icon: Icons are used when placing assets on floorplans or using any of the geospatial features. Once set, the icon also appears next to the asset type wherever it's shown in a list — including asset, service task and asset type lists.
Override routines: Which routine types should be overriden for this Variant? This will not include Major Service items.
Excluded routinelevels: Which routine levels should be excluded for this variant?
How to view and update MAINTENANCE for an asset type and a variant
1. Navigate to Control Panel > Asset Types and View an asset type.
2. Open the Maintenance tab to review which Routine Service Types and Levels are applicable to each variant of the asset type. Click Configure maintenance requirements to open the routine service types for this asset type.
Update the asset type to change the applicable routine service type or exclude routine service level types.
Update the variant to override routine service type or exclude routine service level types.
How to create or update a PROMPT SET for an asset type
1. Navigate to Control Panel > Asset Types and View an asset type.
2. Open the Prompts tab, click + Create to add a new promptset or View to modify an existing promptset.
Review Set up promptsets and questions article for the next steps.