Your First Asset

Introduction

Assets represent pieces of equipment, persons, buildings, or tools that you want to track over time. Assets can be setup to capture the following information:

• A Photo
• Serial Number, Barcode, QR,  or any other scannable tag information
• Custom Attributes (such as size or capacity)
• Urgent Notes
• Statuses

Once assets are created, you can create forms to guide your users through an inspection of the asset. The information users collect will provide you with real time infomation on what is being done correctly and where there is room for improvement.

Before you can add your first asset, you will need to setup and configure your asset types. Asset types are organized by categories and classes. For example, I may call my category Fire Protection and Prevention and place the different types of equipment I want to track in a class inside that category. Below I have a category called Fire Protection and Prevention with 4 different types of assets (or classes) I want to track:

• Fire Protection and Prevention
• Portable Fire Extinguishers
• Automatic Sprinkler Systems
• Fire Extinguishing Systems
• Detection and Alarm Systems

Once your asset types have been created, you can start adding your assets!

Add an Asset

Web Instructions

1. Click Assets from the main menu.
2. Click Add an Asset.
3. Enter the following as desired (some fields may be hidden in the asset's settings):
   • Account: Begin typing the name of the account to see a list of Accounts to choose from.
   • Location: Select a location from the account or add a new location.
   • Asset Type: Select the type of asset you want to create.
   • ID1: This field can be used for searching for the asset later. (name of this field will depend on your class settings) (50 character limit)
   • ID2: This field can be used for searching for the asset later. (name will depend on your class settings) (50 character limit)
   • Description: (100 character limit)
   • Urgent Note: Shown to user's in an urgent manner on the mobile app when viewing the asset. (500 character limit)
   • Status: Select the current status of the asset.
   • Custom Attributes: Many asset's will have custom attributes depending on the type of asset class. Fill in the rest of the details asked as required.
4. Click Create Asset.

Mobile Instructions

1. Tap Accounts from the Main Menu.
2. Tap the account you want to add the asset to.
3. Tap Assets.
4. Tap + and select New Asset.
5. Fill in the following as desired (some fields may be hidden due to the asset's settings):
   • Asset Type: Required. Select the type of asset you want to create.
   • ID 1: Enter the asset ID or tap the barcode to scan a barcode. (50 character limit)
   • ID 2: Enter a secondary asset ID or tap the barcode to scan a barcode. (50 character limit)
   • Location: Required.
   • Area
   • Coordinates: Tap here to record your current location as the asset's coordinates.
   • Status: Select the current status of the asset.
   • Description: (100 character limit)
   • Urgent Note: Shown to user's in an urgent manner on the mobile app when viewing the asset. (500 character limit)
   • Custom Attributes: Many asset's will have custom attributes depending on the type of asset class. Fill in the rest of the details asked as required.
6. Tap Create Asset.

Learn more about the awesome power of assets.