Skip to main content
An asset is anything your team maintains: a compressor, a DG set, a chiller, a conveyor, a lift, an AC unit, a fire extinguisher. Each asset keeps its own history of work orders, breakdowns, parts and costs. You find assets under Assets > Assets in the left sidebar. Asset types are under Assets > Asset Type.

​
Create an asset

1

Start a new asset

Go to Assets > Assets and click + Create asset.
2

Name and describe it

Enter the Asset Name (required) and an Asset Description.
3

Say where it is

Choose its Location.
4

Attach documents

Under Attachments, add Photos of the asset and Files such as manuals, contracts, datasheets and warranty documents.
5

Classify it

  • Asset Type: the kind of equipment, such as compressor or pump.
  • Category: the category it belongs to.
  • Criticality: Critical, Important or Normal.
6

Assign responsibility

Choose the Responsible Users and Responsible Team for this asset.
7

Add technical and purchase details

Fill in Serial Number, Manufacturer, Model Number, Warranty Expiration Date, Purchase Date and Asset Purchase Price. The price uses your branch’s currency.
8

Link it to a parent (optional)

If this asset is part of a bigger one, choose the Parent Asset. For example, a motor inside a production line.
9

Create

Click Create.
Fill in Criticality for every asset. It tells your team which breakdowns to drop everything for.

​
Inside an asset

Click an asset’s name to open it. The tabs are:

​
Asset analytics

The Analytics tab shows, for the period you pick:
  • Total WOs completed, Preventive WOs completed and Breakdown WOs completed
  • Total cost and Asset purchase price
  • Maint. cost %: maintenance cost as a share of the purchase price
  • MTTR (mean time to repair) and MTBF (mean time between failures)
  • Trend charts for total cost and completed breakdown work orders

​
Manage assets

On Assets > Assets, click the … menu on an asset’s row: To edit or delete from inside the asset, use the pencil and bin icons in the top right. Use Search, + Add filter, Sort, Edit Columns and Saved views to find assets, and Export List to download them.

​
Asset types

Asset types group similar equipment so you can filter and report on them together.
  1. Go to Assets > Asset Type and click + Create Asset Type.
  2. Enter the Asset type name (required) and a Description.
  3. Click Create.
The list shows how many assets belong to each type.

Locations and zones

QR codes