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.
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.
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
Required (Name, Classification)
Required (Name, Classification)
Name: Select the broad category of asset's classification from pre-defined list.
Classification: Defines asset classification.
Recommended (Label pattern, Use sequential reference, Sequential group, Applicable routines)
Recommended (Label pattern, Use sequential reference, Sequential group, Applicable routines)
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.
Optional (Active, Starred, Allow pass all, Default replacement product, Code, Floorplan icon, Description, Inspection criteria, Tags, Category, Subcategory, Excluded routinelevels)
Optional (Active, Starred, Allow pass all, Default replacement product, Code, Floorplan icon, Description, Inspection criteria, Tags, Category, Subcategory, Excluded routinelevels)
Active: Inactive asset types cannot be used when creating new assets.
Starred: Starred asset types appear at the top of lists.
Set advanced...
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.
Description: A description for this inspection item type.
Inspection criteria: Information to be available to field technicians when inspecting this item type.
Set grouping...
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.
Maintenance
Excluded routinelevels: Which routine levels should be excluded for this Type?
How to create or update a remark type for an asset type
1. Navigate to Control Panel > Asset Types and View an asset type.
1. Navigate to Control Panel > Asset Types and View an asset type.
2. Click + Create to add a new remark type, Edit to modify an existing remark type, or Bulk Update to make changes to multiple remark types at once.
2. Click + Create to add a new remark type, Edit to modify an existing remark type, or Bulk Update to make changes to multiple remark types at once.
3. Complete Label, Severity and Description, or change any of the available fields, then click Save Remark Type.
3. Complete Label, Severity and Description, or change any of the available fields, then click Save Remark Type.
Available fields on remark type
Required (Label, Severity)
Required (Label, Severity)
Label: The name of the remark.
Severity: Informational, Recommendation, Non-confirmance, Non-critical defect, Critical defect.
Recommended (Description)
Recommended (Description)
Description: Describe the nature of the defect.
Optional (Is active, Available to contractors, Requires replacement, Resolution, Inspection criteria, Suggested Products)
Optional (Is active, Available to contractors, Requires replacement, Resolution, Inspection criteria, Suggested Products)
Is active: Toggles whether or not the remark can be used in the field.
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.
Resolution: The action required to resolve the defect.
Inspection criteria: required for this remark type.
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.
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.
2. Open the Variants tab, click + Create to add a new variant or Edit to modify an existing variant.
3. Complete Name, or change or change any of available fields, then click Save Variant.
3. Complete Name, or change or change any of available fields, then click Save Variant.
Available fields on variant
Required (Name)
Required (Name)
Name: The name of the variant.
Optional (Active, Default replacement product, Code, Floorplan icon,
Optional (Active, Default replacement product, Code, Floorplan icon,
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.
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.
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.
2. Open the Maintenance tab to review which Routine Service Types and Levels are applicable to each variant of the 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 promptset for an asset type
1. Navigate to Control Panel > Asset Types and View 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.
2. Open the Prompts tab, click + Create to add a new promptset or View to modify an existing promptset.
Review Create promptsets and question article for next steps.