Asset Type

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The asset type may be a unit of hierarchy (e.g., area, region, district), a physical asset (e.g., engine, vehicle, tool), or a virtual asset (e.g., domain name).

Add a new asset type

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Type” menu under “Lists”.
  4. Select the “Asset” menu.
  5. Select “Add” to add an asset type.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the type of asset.  
      • The system will not allow asset types with duplicate names.
    • Abbreviation*: Enter a shortened version of the name to use in the generation of unique asset names (when specific asset names aren’t provided).
    • Icon: Select an icon that represents the asset type. If nothing is selected, the icon will default to a cube shape.
    • Allow Serial Numbers: Toggle if this asset type allows the collection of serial numbers.
    • Allow Tracking Codes: Toggle if this asset type allows the collection of tracking codes.
    • Allow Services Dates: Toggle if this asset type allows the collection of in-service and retired dates.
    • Allow Asset Associations: Toggle if this asset type allows associations to other assets.
    • Allow Telemetry Tags: Toggle if this asset type allows the use of telemetry tags.
    • Allow Addresses: Toggle if this asset type allows the storage of addresses.
    • Allow Locations: Toggle if this asset type allows the storage of locations and coordinates.
    • Allow Contact Associations: Toggle if this asset type allows associations to contacts.
    • Allow Document Associations: Toggle if this asset type allows associations to documents.
    • Description: Enter a description of the asset type.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Sections and attributes

See Sections and Attributes for instructions on how to create and manage sections and their attributes.

Manage asset types

  1. Locate the asset type record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all assets categorized as this type.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the asset type.
    • Download the asset type definition for import into another database.
    • Copy the asset type to immediately create a duplicated record in the database.  When used, update the new name of the copied record to a unique value.
    • Delete the asset type. You may delete types only when they are not in use at any record.
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