Add assets manually
To add an asset, simply go to the corresponding module (Locations, Equipment, Tools, Spare Parts and Supplies, Digital) and click on the Add option, located at the bottom right of the window.
By clicking, a new window will open to complete all the fields related to the assets. These attributes may vary depending on the type of asset being referenced.
Below is a brief explanation of each of the attributes found in the asset window.
General: Tab where all the general information associated with the asset can be found.
Equipment Name: Name used to identify the asset.
Model: Model of the asset being referenced.
Serial Number: Serial number associated with the asset (usually the one established by the equipment manufacturer).
Code: Unique identification code assigned to the asset within the system.
Barcode: Barcode belonging to the asset.
Priority: List where assets are categorized according to their priority.
Type: Catalog with the different types of assets.
Classification 1 and 2: These are free fields that the platform leaves for users to complete as required.
Supplier: Supplier associated with the asset.
Purchase Date: Date on which the asset was purchased.
Located in or is part of: This corresponds to the location where the asset is situated within the system, taking into account the hierarchy this represents for the visualization of the asset with respect to other users.
Average daily usage hours: This corresponds to the total average hours worked by the asset (by default the system sets 24 hours of daily use). This value is very important for the calculation of indicators in the system.
Visible to all: Option that allows setting the visibility of the asset for all users, regardless of their hierarchical location level in the system account.
Task Plan: Reference to the task plan to which the asset is linked.
Notes: Text fields where notes associated with the asset can be added.
Photo: Photograph belonging to the asset in question.
QR Code: Code automatically generated by the system once the asset is created.
Custom Form: Groups corresponding to a series of fields or tags that can be customized as required by each company's management. Ideally, information about the asset that cannot be added in the general tab can be placed here, such as the technical specifications of the equipment.
Health Status: This tab allows viewing, through graphs and color codes, the reliability of the equipment and compliance with the task plan.
Related Third Parties: List where third parties associated with the asset can be added for reference.
Financial: This corresponds to the linear depreciation of the asset, which is calculated based on the start date, annual depreciation percentage, purchase costs, replacement, and salvage.
Spare Parts and Supplies: List where Spare Parts and Supplies used in the asset can be added for reference.
Histories: Tab where task, resource, and availability histories associated with the asset can be viewed.
Attachments: Tab where various attachments associated with the asset can be added.
Document Management: Tab where various documents or warranties subject to expiration that are associated with the asset can be added.
Note: The information shown above is referential for equipment-type assets. Certain attributes may vary depending on the type of asset to which information is being added.
The fields that must be completed when creating or editing an asset can be configured as mandatory or optional, according to the organization's needs.
This configuration is done from the configuration module, in the modules section. For more information, click here.
Finally, after completing all the required fields to register the asset, click on the save option to finish the asset creation process.
It is also possible to add assets in bulk in situations where it is necessary to register a large volume of assets. See the following article for more details: Bulk upload assets