Add or Edit an Asset or Asset System
To add or edit an asset or asset system:
-
Do one of the following:
- Navigate to Functions > Asset > New Asset.
- Search for and open an existing asset, and then click the Click to edit details button in the Summary tab.
- Click the New Asset option in the Tasks panel of a location record.
The Asset Editor (or Asset System Editor if an existing asset system is opened) is displayed.
- Enter or edit the details as required.
The fields on the Asset Editor are described in the following table.
| Section | This field | Holds this information... |
|---|---|---|
| Details | Classification | Whether the item is an asset or component. |
| Is System |
Whether the record is a header for the asset system. This allows you to record child assets, components, systems and composites against the asset system. Selecting this check box enables the Asset Details section at the top of the screen, and renames the screen to Asset System Editor. Refer to Add Child Assets to an Asset System for further information. |
|
| Header | Asset No. | A unique reference number for the asset. |
| Asset Name | The name of the asset. | |
| Serial No. | The asset's serial number. | |
| Physical Status |
The condition of the asset. Note: These can be defined in Physical Status reference data (accessed by navigating to Functions > Core > Reference Data > Core). |
|
| General | Model |
The model of asset. Note: These can be defined in Models reference data (accessed by navigating to Functions > Asset > Asset). |
| Manufacturer | The asset's manufacturer. This is populated automatically based on the model. | |
| Asset Type | The asset type. This is populated automatically based on the model. | |
| Category |
The asset's category. Note: These can be defined in Categories reference data (accessed by navigating to Functions > Asset > Asset). |
|
| Element |
The asset's element. Note: These can be defined in Element List reference data (accessed by navigating to Functions > Asset > Asset). |
|
| Quantity | The number of assets. | |
| Installation Date | The date that the asset was installed. | |
| Life Expectancy | The life expectancy of the asset. | |
| Life Remaining | The remaining lifespan of the asset. This is calculated automatically based on the Installation Date and Life Expectancy fields. | |
| Booking Resource | Whether the asset can be selected in the Resource Booking editor. | |
| Application Resource | Whether the asset is an application resource. | |
| Owner\Location | Owner | The owning business unit. |
| Location |
The location of the asset. Click the Location button to display the Select location window.
Use the level selector to select the relevant room, floor, zone, building, site or business unit. |
|
| Assigned To | The agency or contact that the asset is assigned to. | |
| Location Description | Specific details of the asset's location. | |
| Guarantee | Start Date | The start date of the guarantee. |
| End Date | The end date of the guarantee. | |
| Insurance | Insurer | The name of the insurer. Refer to Add or Edit an Agency record to set up an Insurer |
| Policy Ref Number | The policy reference number. | |
| Expiry Date | The expiry date of the insurance. | |
| Remarks | Remarks | Any comments regarding the asset. |
- Click Save.