How to create an asset in Asset Management.

Create an asset

  1. Click Asset management > Assets > All assets or Active assets.
  2. Click the New button.
  3. In the Create assets dialog, insert data regarding Asset (the asset ID) and the asset name. Select date and time for the asset in the Effective field. From that date, you are able to install the asset on a functional location as well as move and replace the asset in an asset structure.
  4. In the Asset type field, select the asset type for the asset (mandatory field). If required, select Asset manufacturer and Asset model for the asset. If only one product has been set up, that product is automatically selected in the Asset manufacturer field. The selections available in the Asset manufacturer and Asset model fields depend on the setup in Asset manufacturers and models.
  5. In the Parent asset group, the Asset field is blank as default. If required, you can select a parent asset, and then all fields in the Parent asset group will automatically be filled out. NoteWhen you select a parent asset, two or three tabs are available: The My assets tab contains assets related to the functional locations to which you (the maintenance worker who is logged on the system) may be allocated. If no functional locations are set up on a maintenance worker in the Maintenance workers and worker groups form, the My assets tab will not be visible. The Active assets tab contains a list of all assets with asset lifecycle state “Active”. The Asset view tab displays a tree view of functional locations and assets installed on those locations.
  6. The default functional location you have set up is suggested for the asset in the Asset group > Functional location field. Select another functional location, if required. NoteAfter you have created an asset, you can install it on another functional location, if required. Only top-level assets (assets without a current parent asset) can be installed on a functional location. This means that you install the top level as well as any child assets on the selected functional location. Read more about installing assets on functional locations in Introduction to functional locations.
  7. Click OK.
  8. Select the asset in the All Assets list and click the Edit button to add further information to the asset.

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