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Basic setup: Assets

Before You Begin

This article covers only the most basic steps for creating assets. To learn about additional configuration you can complete, see the Assets section.

Your assets consist of your facilities, equipment, and tools. Within the app, you'll arrange your assets into a hierarchy the represents which tools and equipment are located at which facilities, as well as which pieces of equipment are components of other equipment.

The hierarchy contains parent and child assets. Typically, your facilities would be the at the top of the hierarchy, and any equipment or tools located at that facility would be nested underneath as children or "sub-assets":

Asset hierarchy showing a CMM under the Toronto facility, with its components listed as sub-assets.

In the example above, the Toronto and Cambridge facilities are at the top of the asset hierarchy, with their equipment listed as child assets. At the Toronto facility, the CMM's components (the PC and the printer) are listed as its sub-assets.

Before you start setting up your hierarchy in the app, it might be helpful to spend some time figuring out what exactly you need to add, and how it should be organized. You might also want to plan out your asset naming convention in advance, so that all of your assets are named consistently.

Create facilities

Your facilities are your physical locations, such as buildings, rooms, and/or departments. Depending on your organization's needs, you might only need to create facilities to represent buildings, or you might create need a more granular approach where each department is a separate facility. The app is flexible enough to allow you to configure them in the way that works best for you.

To create a facility:

  1. Navigate to Assets > All Assets.

  2. Click New.

  3. Click Locations or Facilities:

    Create new asset screen with Locations or Facilities button highlighted.
  4. Enter a name for the facility.

  5. Do one of the following:

    • If the facility is part of another location (such as a room within a building), select This facility is a part of and then select the parent facility from the drop-down list.

    • If the facility is not part of another location, select This facility is not part of another location, and is located at and then enter the facility's address:

      General tab of facility asset record with the Location options highlighted.
  6. Click Save.

Repeat the steps above to complete basic setup for your other facilities. To learn more about additional things you can configure for facilities (such as files, custom fields, and account information), see Set Up Buildings and Facilities.

Create equipment

Your equipment assets can consist of any equipment at any of your facilities, such as air compressors, forklifts, and generators. You can also create equipment records for component parts of other equipment, and then nest them in the hierarchy to indicate their parent/child relationship.

To create an equipment asset:

  1. Navigate to Assets > All Assets.

  2. Click New.

  3. Click Equipment or Machines:

    Create asset screen with Equipment or Machines button highlighted.
  4. Enter a name for the equipment.

  5. Do one of the following:

    • If the equipment is part of another piece of equipment, select This Equipment is part of, and then select the parent equipment asset from the drop-down list.

    • If the equipment is not part of another piece of equipment, select This Equipment is located at, and then select the equipment's location from the drop-down list:

      General tab of equipment asset record with location options highlighted.
  6. Click Save.

Repeat the steps above to complete basic setup for the rest of your equipment. To learn more about additional things you can configure for equipment (such as BOMs, warranties, and files), see Add Equipment Assets.

Create tools

Your tool assets consist of the tools your technicians use to complete their work, such as wrenches, drills, and pliers. As with equipment, tools can be added as standalone assets, or they can be children or parents of other assets.

To create a tool asset:

  1. Navigate to Assets > All Assets.

  2. Click New:

    Assets > All Assets screen with New button highlighted.
  3. Click Tools:

    Create new asset screen with Tools button highlighted.
  4. Enter a name for the tool.

  5. Do one of the following:

    • If the tool is part of another asset, select This Tool is part of and then select the parent asset from the drop-down list.

    • If the tool is not part of another asset, select This Tool is located at and then select the tool's location from the drop-down list:

      General tab of tool asset record with location options highlighted.
  6. Click Save.

Repeat the steps above to complete basic setup for the rest of your tools.

That completes basic setup for your assets! If you want to configure additional features for your assets, see the Assets section under Setup and Administration.

Next up: Work orders

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