In the configuration module, under the 'Modules' option, in the 'Assets' section, you can set which data must be registered as mandatory and which data is optional when creating or editing an asset.
It is important to note that the blue color indicates that the data is marked as mandatory, while the gray color indicates that it is optional.
The types of assets that can be configured under this condition are: Locations, Equipment, Tools, and Spare Parts.
Below are the fields that can be configured as mandatory:
For Locations:
- Name: The name that identifies the asset.
- Code: Unique code assigned to the asset within the system.
- Address: Physical address where the asset is located.
- City: City where the asset is located.
- Zip code: Postal code corresponding to the asset's address.
- State: Administrative location of the asset within the organization.
- Country: Country where the asset is located.
- Is part of: Hierarchical location of the asset within the system, based on its relationship with other assets or areas.
- Type: Catalog of asset types, allowing categorization based on nature or function.
- Group 1: First classification criterion for the asset.
- Group 2: Second classification criterion for the asset.
- Barcode: Unique barcode assigned to the asset for identification and tracking.
- Notes: Field to add additional information about the asset.
- Priority: List of asset priorities based on maintenance urgency.
- Cost center: Cost center to which the asset is assigned.
For Equipment:
- Name: Name of the asset.
- Code: Unique code assigned to the asset within the system.
- Manufacturer: Name of the asset's manufacturer.
- Model: Model of the asset.
- Serial Number: Serial number associated with the asset.
- Other 1: Custom field for defining additional criteria.
- Other 2: Additional custom field.
- Is part of: Hierarchical location of the asset within the system.
- Type: Category of the asset.
- Group 1: First classification criterion.
- Group 2: Second classification criterion.
- Barcode: Barcode for asset identification.
- Notes: Additional details about the asset.
- Priority: Priority assigned to the asset for maintenance.
- Visible to all: Option to make the asset visible to all users in the system.
- Purchase date: Date when the asset was acquired.
- Hours of average daily use: Average daily usage hours of the asset.
For Tools:
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Name: The name by which the asset is identified.
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Code: Unique identification code assigned to the asset within the system.
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Manufacturer: The name of the asset's manufacturer.
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Brand: The brand of the asset.
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Model: The model of the asset being referenced.
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Serial Number: The serial number associated with the asset, usually set by the manufacturer.
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Other 1: Field for users to define a classification criterion for the asset.
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Other 2: Field for users to define a classification criterion for the asset.
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Located in or is part of: Hierarchical location of the asset within the system, determining its relationship with other assets or areas, and how it is viewed by other users.
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Type: Catalog that groups different types of assets (e.g., machinery, equipment, tools, etc.).
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Classification 1: Field for users to define a first classification criterion for the asset, based on the organization's focus or needs (e.g., function, etc.).
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Classification 2: Field for users to define a second classification criterion for the asset, based on the organization's needs or focus.
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Barcode / NFC: A unique barcode assigned to the asset, used for identification and tracking in inventories and audits.
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Notes: A free text field for adding relevant additional information about the asset, such as observations or maintenance details.
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Priority: List of priorities where assets are categorized based on maintenance urgency (e.g., very high, high, medium, low, very low priority).
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Visible to all: Option that allows setting the asset's visibility for all users in the system, regardless of their hierarchical level or location within the platform.
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Purchase Date: The date the asset was purchased.
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Average Daily Usage Hours: The average daily hours the asset is used, by default, the system sets it to 24 hours. This data is important for calculating key performance indicators.
For Spare Parts:
- Unit: Measurement unit.
- Name: Name that identifies the asset.
- Code: Unique identifier.
- Part number: Unique code associated with a specific part of the asset.
- Manufacturer: Manufacturer of the part.
- Model: Model of the part.
- Type 1: First custom classification criterion.
- Type 2: Second custom classification criterion.
- Limit Access to this location: Option to restrict access to a specific location.
- Type: Asset category.
- Group 1: First classification criterion for the asset.
- Group 2: Second classification criterion for the asset.
- Barcode: Identification and tracking code.
- Notes: Field to add additional information about the asset.
- Visible to all: Option for universal visibility to all users.
- Serial Control: Management of the asset by serial number.