The Portal provides Users with the ability to “Create Asset” that are located at site or elsewhere. To do so, navigate to Menu > Assets > New 

This will then bring up the “Create Asset” page where the user can follow the screens to create a new Asset for one of their sites. 

Client - If the user has access to multiple Clients, then they can select the <required Client> here. Otherwise, this will automatically populate with the user's Client

Building - This will show a list of the buildings available to the user. From here, they would need to select the <Building> they wish to create the new Asset for. Rather than search the entire list, they can type part/all of the building name into the “search field” and the list will return just the items relevant to the search

Equipment Type - The user will need to choose the equipment type their new Asset is from the drop down menu. Rather than search the entire list, they can type part/all of the equipment type into the “search field” and the list will return just the items relevant to the search

Once the above has all been entered/selected, click <Create> to move on to the next page

The user can now start inputting details related to the Asset

Asset Number Section

Asset Number - This is the Asset number that is on the physical Asset as tagged by the Client or their Contractors It will look different for each Client based on their Asset management process. This a freeform input field and can be numbers and letters.

Known as Name is a freeform field to enter the name that this Asset is commonly referred to.

Equipment Type is a field that displays the Equipment Type selected for the Asset. Clicking the <Change> button will allow the User to select an new Equipment Type from the drop down.

Condition is a drop down field to choose the condition the new Asset is in. These conditions are configured in the system.

Risk is a drop down field to choose the risk associated to the new Asset. These risks are configured in the system.

Status is a drop down field to choose the current status of the Asset. A specific Permission exists to restrict a User's ability to change this field.

Model Number is a freeform field to enter the model number of the Asset. This can be numbers and letters.

Serial Number is a freeform field to enter the serial number of the Asset. This can be numbers and letters.

Purchase Date is a date field to enter the date this Asset was bought. Clicking the <Calendar> icon display a date picker.

Life Expectancy is a freeform number field to enter how long the Asset is expected to last for.

Depreciation Period is a freeform number field to enter how long the depreciation period for the Asset will be.

Purchase Price is a currency field to enter the amount the Asset was purchased for.

Replacement Cost is a currency field to enter the amount it costs to replace the Asset.

Date Last Checked is a date field which provides the ability to enter the last date this Asset was checked.

Asset Location Section

Building is a field that displays the Building selected for the Asset. Clicking the "Change" button will allow the User to select an new Building from the drop down.

Location is a drop down field to choose the location of the Asset.

Location Extra is a freeform field to extra information regarding the location of the Asset.

Notes Section

Notes is a freeform field to enter extra information regarding the Asset.

Warranty Section

Under Warranty is a tick box to specify whether the Asset under warranty or not.

When the "Under Warranty?" box it ticked, it opens the "Warranty" screen for the Warranty details to be entered

Under Warranty is a tick box to specify whether the Asset under warranty or not.

Warranty Resource is a drop down field to choose who the Warranty Resource for the Asset is.

Use as primary resource for this Asset? is a tick box to specify whether the selected Warranty Resource is the primary Resource for the Asset.

Warranty Type is a drop down field to choose what type of warranty this Asset has.

Start Date is a date field which provides the ability to enter the start date of the warranty.

End Date is a date field which provides the ability to enter the end date of the warranty.

Click <Save> next to any of the sections once all information in entered to create the Asset.

Permissions: Can Create Tagged Assets, Can Create Non-Tagged Assets, Can Create Component Assets